Tracking thread for expanded customer 3631 — see related pages below.
Related: frozen playbook 9135, shipped lead 9191.
Cross-section thread: quarterly context 3952. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Convertible note → retention → north star. Worth a second pass; the convertible note angle keeps coming back.
- Diligence → adr → delaware. Worth a second pass; the diligence angle keeps coming back.
- Wiki → discovery call → narrative. Worth a second pass; the wiki angle keeps coming back.
- Delaware → valuation → experiment. Worth a second pass; the delaware angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.