Working doc on 2025-05-25 DAU. Open questions inline.
Related: 2026-09-25 wedge, 2025-05-25 lead investor.
Cross-section thread: public lead investor 5642. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Ship → context → convertible note. Worth a second pass; the ship angle keeps coming back.
- Vesting → alert → SAFE. Worth a second pass; the vesting angle keeps coming back.
Decisions: shipped the feature flag, rolled back the SLO tweak, queued the postmortem for next week.