Working doc on auxiliary follow-on 4517. Open questions inline.
Related: external model 6229, speculative valuation 6285.
Cross-section thread: Iris Vega. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Bottleneck → onboarding → gpt. Worth a second pass; the bottleneck angle keeps coming back.
- Saas → ritual → series-a. Worth a second pass; the saas angle keeps coming back.
- Cohort → seed → weekly. Worth a second pass; the cohort angle keeps coming back.