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  2. /2017
Sunny

Conditions in 2017

This is a reconstruction: what today's published formula says about 2017, 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 29, 2017

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 2017.

  • Sunny100% · 12 of 12

Changes in conditions inside 2017

Conditions held at Sunny for the whole period.

Signals of record

  • Short-term borrowing rate (one-month Treasury bill)1.28%
  • 2-year Treasury rate1.89%
  • 10-year Treasury rate2.40%
  • Recession warning gauge (10-year minus 2-year rate)0.51%

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

From the reading list, published in 2017

  • Why Product Market Fit Isn't Enough — Brian Balfour, Jun 2017

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

Quarter by quarter

  • Q1 2017 — Sunnyscale the strongest plays, invest in growth engines, and keep payback discipline steady
  • Q2 2017 — Sunnyscale the strongest plays, invest in growth engines, and keep payback discipline steady
  • Q3 2017 — Sunnyscale the strongest plays, invest in growth engines, and keep payback discipline steady
  • Q4 2017 — Sunnyscale the strongest plays, invest in growth engines, and keep payback discipline steady
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What are conditions now?

2017 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