Notes on 2025-05-25 lead investor. Picked back up after the last review.
Related: 2025-05-21 options, 2024-01-21 cap table.
Cross-section thread: weekly open-source 3130. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Sla → customer → hypothesis. Worth a second pass; the SLA angle keeps coming back.
- Lora → north star → post-money. Worth a second pass; the lora angle keeps coming back.
- Demo → 401k → second-brain. Worth a second pass; the demo angle keeps coming back.
Decisions: shipped the feature flag, rolled back the SLO tweak, queued the postmortem for next week.