Working doc on 2025-05-13 long-term. Open questions inline.
Related: 2025-05-09 moat, 2024-01-09 series-a.
Cross-section thread: weekly thesis 1688. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Deploy → principle → kpi. Worth a second pass; the deploy angle keeps coming back.
- Intro → standup → objection. Worth a second pass; the intro angle keeps coming back.
- Post-money → license → follow-on. Worth a second pass; the post-money angle keeps coming back.
Decisions: shipped the feature flag, rolled back the SLO tweak, queued the postmortem for next week.