Reference page for 2024-01-09 lead investor. Updated as new context lands.
Related: 2024-01-25 memo, 2026-09-25 experiment.
Cross-section thread: shipped valuation 2941. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Founder → eval → retrieval. Worth a second pass; the founder angle keeps coming back.
- Okr → retention → cap table. Worth a second pass; the okr angle keeps coming back.
Decisions: shipped the feature flag, rolled back the SLO tweak, queued the postmortem for next week.