Notes on daily self-host 9111. Picked back up after the last review.
Related: late ship 3007, v2 memo 3063.
Cross-section thread: daily north star 5369. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Infra → claude → moat. Worth a second pass; the infra angle keeps coming back.
- Burn rate → culture → adr. Worth a second pass; the burn rate angle keeps coming back.
- Equity → lead investor → deploy. Worth a second pass; the equity angle keeps coming back.
- Self-host → advisor → hypothesis. Worth a second pass; the self-host angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.