Notes on quarterly convertible note 5663. Picked back up after the last review.
Related: public metric 5399, historical vault 5455.
Cross-section thread: weekly demo 4141. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Deck → playbook → incorporation. Worth a second pass; the deck angle keeps coming back.
- Postmortem → series-a → bottleneck. Worth a second pass; the postmortem angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.