Notes on north-star memo 9647. Picked back up after the last review.
Related: speculative series-a 7295, quarterly feature flag 7351.
Cross-section thread: 2026-09-01 review. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Deploy → DAU → term sheet. Worth a second pass; the deploy angle keeps coming back.
- Trademark → equity → SAFE. Worth a second pass; the trademark angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.