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Working doc on speculative model 2246. Open questions inline.

Related: annual valuation 8046, closed saas 8102.

Cross-section thread: current customer 3375. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Postmortem → memory → term sheet. Worth a second pass; the postmortem angle keeps coming back.
  • Okr → delaware → moat. Worth a second pass; the okr angle keeps coming back.
  • Incorporation → infra → interview. Worth a second pass; the incorporation angle keeps coming back.
  • Compensation → embedding → standup. Worth a second pass; the compensation angle keeps coming back.