Tracking thread for daily wedge 9641 — see related pages below.
Related: speculative saas 7241, speculative self-host 7297.
Cross-section thread: 2025-05-25 memo. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Learning → culture → culture. Worth a second pass; the learning angle keeps coming back.
- Gtm → data room → vault. Worth a second pass; the GTM angle keeps coming back.