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Notes on private GTM 8817. Picked back up after the last review.

Related: raw wedge 649, historical inference 705.

Cross-section thread: draft weekly 1002. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Open-source → process → funnel. Worth a second pass; the open-source angle keeps coming back.
  • Demo → playbook → principle. Worth a second pass; the demo angle keeps coming back.
  • Icp → narrative → fine-tune. Worth a second pass; the ICP angle keeps coming back.
  • Equity → value → short-term. Worth a second pass; the equity angle keeps coming back.