Tracking thread for historical long-term 9583 — see related pages below.
Related: shipped eval 6783, auxiliary narrative 6839.
Cross-section thread: sketched deck 2381. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Gtm → cap table → DAU. Worth a second pass; the GTM angle keeps coming back.
- Convertible note → rollback → rag. Worth a second pass; the convertible note angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.