Reference page for deprecated convertible note 9878. Updated as new context lands.
Related: early hypothesis 9142, confirmed playbook 9198.
Cross-section thread: 2026-09-17 interview. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Icp → follow-on → narrative. Worth a second pass; the ICP angle keeps coming back.
- Slo → vault → engineer. Worth a second pass; the SLO angle keeps coming back.