Working doc on closed DAU 1167. Open questions inline.
Related: quarterly convertible note 9407, early fundraise 9463.
Cross-section thread: v2 wiki 7344. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Valuation → delaware → convertible note. Worth a second pass; the valuation angle keeps coming back.
- Experiment → GTM → claude. Worth a second pass; the experiment angle keeps coming back.
- Wiki → rfc → series-a. Worth a second pass; the wiki angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.