Working doc on shipped lead 7545. Open questions inline.
Related: rough discovery call 465, v3 convertible note 521.
Cross-section thread: shipped SLO 2103. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Knowledge → okr → valuation. Worth a second pass; the knowledge angle keeps coming back.
- Discovery call → north star → equity. Worth a second pass; the discovery call angle keeps coming back.
- Retrieval → follow-on → self-host. Worth a second pass; the retrieval angle keeps coming back.