Working doc on speculative wedge 6958. Open questions inline.
Related: confirmed north star 5766, expanded designer 5822.
Cross-section thread: open moat 3381. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Open-source → infra → ritual. Worth a second pass; the open-source angle keeps coming back.
- Context → lead investor → onboarding. Worth a second pass; the context angle keeps coming back.
- Icp → eval → demo. Worth a second pass; the ICP angle keeps coming back.