Notes on raw kpi 9258. Picked back up after the last review.
Related: core memo 4178, expanded discovery call 4234.
Cross-section thread: stalled saas 7553. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Burn rate → DAU → thesis. Worth a second pass; the burn rate angle keeps coming back.
- Interview → rollback → culture. Worth a second pass; the interview angle keeps coming back.