MRR up 12% to $48,200; design partner #4 signed, Meridian churned, edit rate down to 14%.
Net +8 customers and a new design partner (Maya / Northwind) against one churn (Sarah / Meridian, kindly). MRR is forty-eight, DAU three-twelve, runway eleven months. The week's most important number is not in Stripe — it is edit rate. Aiko shipped the Friday draft with two-word edits.
Wins
- Design partner #4 signed (Maya / Northwind Ops). She used the phrase that matters: "I will read it before the Monday standup."
- Voice memo p95 latency from 30s+ to 11s after GPU batching.
- DAU crossed 300 on a non-Friday for the first time.
Lowlights & risks
- Meridian (Sarah) did not renew — meeting transcript ingest is a real product gap. P0 next week.
- The "feature vs company" question from Ravi is unresolved; the honest answer is in five more design partners, not a slide.
Asks
Intros to ops-leaning founders running 10–25 person teams. The Maya / Northwind shape is the early-user shape.
Next week
Ship Zoom + Granola transcript ingest (LH-219) and edit-rate instrumentation (LH-224). Not starting the second artifact kind until both land.
Numbers at a glance
- MRR
- $48,200+12%
- DAU
- 312+16%
- New customers (week)
- 9—
- Churn (week)
- 1—
- Bank balance
- $412,000-6%
- Runway
- 11 mo—
The bar moved from "will they use it" to "will they edit less than ten percent of it." Different game now.Edit rate target · 14%