Notes
What I actually think about, written down while I still remember why.
Method, not opinion. Lifecycle, retention, and the arithmetic underneath owned-channel revenue.
Roughly every other week, when there is something worth the page. Last one: .
Every note says what it is built on before it makes an argument. The rule above each stamp is the grade.
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OpenAI shipped 20+ things today. Here is every one, what it costs, and who actually gets it.
The 53-minute DevDay keynote on one page: dots, the always-on agents; ChatGPT Space; GPT-6.1 Sol at a fifth of the flagship’s price; Ultrafast at six times standard; the $500 plan; and the platform. Prices as published, every quote timestamped, and what to do this week.
4,129 wordsRead the note
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Our daily agency call took nine minutes. Here is all of it.
The whole daily call of a retention pod serving eight brands, minute by minute: the pre-filled scoreboard, the one-word status, the touch ledger, one thing shipping per person, blockers with a clear-by time, one proactive play, the number of the day. And the three places it broke.
1,180 wordsRead the note
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Most brands that have quiz data cannot build one segment from it
The integration went live, the answers are arriving, and nobody can act on them. The five platform behaviours that cause it, why state and history are different objects, and the document that removes the seam between marketing and engineering.
1,569 wordsRead the note
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Revenue per recipient is the only flow metric that survives contact with a real account
Total revenue tells you how big the list is. Revenue per recipient tells you what the program is doing. Here is the column I read first, why the flows built to produce the second order sit at the bottom of it, and how to derive it from an export you already have.
1,775 wordsRead the note
The stamp on each note above names the best evidence it stands on, in the same notation the rest of this site uses for its numbers. Three weights, one axis — how close the note is to the thing itself. Two-pixel gold: I hold the source data. One pixel solid: arithmetic on top of a source, with the arithmetic shown. One pixel dashed: someone else’s published work, linked, with its denominator named. If a note only stands on other people’s numbers, you can see that before you spend five minutes on it.
Nothing on this page or inside any note is gated, and there is no form on either. The books never ask for an email address. The Flow Ledger does, because it arrives by email, and it is a separate page you reach on purpose.