Notes on 2026-09-17 convertible note. Picked back up after the last review.
Related: 2026-09-09 open-source, 2025-05-09 standup.
Cross-section thread: Bren Okafor. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Training → discovery call → license. Worth a second pass; the training angle keeps coming back.
- Bottleneck → open-source → wedge. Worth a second pass; the bottleneck angle keeps coming back.
- Objection → lead investor → cap table. Worth a second pass; the objection angle keeps coming back.
Decisions: shipped the feature flag, rolled back the SLO tweak, queued the postmortem for next week.