Sunny

Conditions in 2015

This is a reconstruction: what today's published formula says about 2015, not guidance we published at the time. Whether began publishing weekly briefs in the week of Jul 27, 2026.

Sunny for all 12 monthly readings.

Sunny: Capital is available and financing conditions are supportive. The weekly guidance sets the tempo inside that window. The job this year is to commit to growth investments, scale core winners, and maintain payback discipline.

Guidance, by today's formula: commit to growth investments, scale core winners, and maintain payback discipline

Maintained by Kanav Jain · reading dated Dec 31, 2015

Operating constraints that applied

Prioritize reach and learning velocity over perfect finish.
Spend with clear guardrails, even if some experiments fail.
Scale capacity ahead of demand only where leading signals stay strong.

How the period actually split

Derived from 12 monthly readings inside 2015.

Sunny100% · 12 of 12

Changes in conditions inside 2015

Conditions held at Sunny for the whole period.

Signals of record

Short-term borrowing rate (one-month Treasury bill)0.14%
2-year Treasury rate1.06%
10-year Treasury rate2.27%
Recession warning gauge (10-year minus 2-year rate)1.21%

Source: US Treasury Daily Treasury Yield Curve Rates (via FRED) · View series

From the reading list, published in 2015

The SaaS Adventure — Neeraj Agrawal, Battery Ventures, Feb 2015
The Alternative to Roadmaps — Marty Cagan, Sep 2015
Default Alive or Default Dead? — Paul Graham, Y Combinator, Oct 2015

These come from the product management reading list. It places each title on the conditions of the month it came out.

Quarter by quarter

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What are conditions now?

2015 is a closed record. The weekly brief has the current conditions, this week's move and the lines that would change it.

Open this week's brief