Notes on 2026-09-21 term sheet. Picked back up after the last review.
Related: 2026-09-25 objection, 2025-05-25 rerank.
Cross-section thread: sketched process 5087. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Retrieval → DAU → convertible note. Worth a second pass; the retrieval angle keeps coming back.
- Convertible note → vision → retention. Worth a second pass; the convertible note angle keeps coming back.
Decisions: shipped the feature flag, rolled back the SLO tweak, queued the postmortem for next week.