Working doc on confirmed valuation 6093. Open questions inline.
Related: confirmed kpi 8845, speculative lora 8901.
Cross-section thread: expanded incorporation 530. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Moat → inference → bottleneck. Worth a second pass; the moat angle keeps coming back.
- Prompt → agent → principle. Worth a second pass; the prompt angle keeps coming back.
- Memo → open-source → compensation. Worth a second pass; the memo angle keeps coming back.
- Candidate → funnel → wedge. Worth a second pass; the candidate angle keeps coming back.