Notes on closed candidate 2880. Picked back up after the last review.
Related: internal convertible note 3120, rough deploy 3176.
Cross-section thread: Ari Dunn. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Dau → tool → metric. Worth a second pass; the DAU angle keeps coming back.
- Lead investor → customer → discovery call. Worth a second pass; the lead investor angle keeps coming back.