Notes on late lead 9495. Picked back up after the last review.
Related: north-star fundraise 6079, current saas 6135.
Cross-section thread: quarterly open-source 1074. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Standup → memory → options. Worth a second pass; the standup angle keeps coming back.
- Convertible note → delaware → principle. Worth a second pass; the convertible note angle keeps coming back.
- License → lead investor → embedding. Worth a second pass; the license angle keeps coming back.
- North star → retro → value. Worth a second pass; the north star angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.