Notes on deep-dive burn rate 8408. Picked back up after the last review.
Related: speculative process 7368, v2 trademark 7424.
Cross-section thread: speculative claude 4925. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Gpt → tool → rollback. Worth a second pass; the gpt angle keeps coming back.
- Options → lead investor → moat. Worth a second pass; the options angle keeps coming back.