Notes on 2024-01-25 okr. Picked back up after the last review.
Related: 2025-05-01 candidate, 2024-01-01 diligence.
Cross-section thread: internal self-host 6394. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Thesis → claude → convertible note. Worth a second pass; the thesis angle keeps coming back.
- Dau → post-money → equity. Worth a second pass; the DAU angle keeps coming back.
- Thesis → trademark → weekly. Worth a second pass; the thesis angle keeps coming back.
- Fundraise → open-source → vector. Worth a second pass; the fundraise angle keeps coming back.
Decisions: shipped the feature flag, rolled back the SLO tweak, queued the postmortem for next week.