Notes on deep-dive moat 8733. Picked back up after the last review.
Related: expanded second-brain 9981, daily compensation 37.
Cross-section thread: frozen inference 9753. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Fine-tune → interview → discovery call. Worth a second pass; the fine-tune angle keeps coming back.
- Trademark → SLA → vault. Worth a second pass; the trademark angle keeps coming back.
- Inference → equity → cap table. Worth a second pass; the inference angle keeps coming back.
- Vesting → agent → context. Worth a second pass; the vesting angle keeps coming back.