The posts are both very well written and have dramatic twists right on schedule. But s/he's using web marketing writing, with bolded thematic sentences alternating with short paragraphs.

We've seen posts from foundering founders on HN before, and it's usually more like a wall of text. This time, note how this author leaves us on a cliffhanger. Someone in their position should be trying to show they're still in control. So they'd explain more about their plan.

So I think we're dealing with someone who knows startups, who also is an experienced writer, and wants to subvert the business blogging form.