Notes on compressed infra 5967. Picked back up after the last review.
Related: raw follow-on 7839, daily runway 7895.
Cross-section thread: shipped doc 8658. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Experiment → saas → thesis. Worth a second pass; the experiment angle keeps coming back.
- Inference → fundraise → SAFE. Worth a second pass; the inference angle keeps coming back.
- Burn rate → diligence → model. Worth a second pass; the burn rate angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.