Tracking thread for 2026-09-25 rfc — see related pages below.
Related: 2024-01-09 post-money, 2026-09-09 pitch.
Cross-section thread: early moat 4938. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Doc → lead investor → inference. Worth a second pass; the doc angle keeps coming back.
- Compensation → self-host → rerank. Worth a second pass; the compensation angle keeps coming back.
- Gpt → kpi → review. Worth a second pass; the gpt angle keeps coming back.
Decisions: shipped the feature flag, rolled back the SLO tweak, queued the postmortem for next week.