Working doc on shipped moat 9295. Open questions inline.
Related: early customer 4479, v2 vault 4535.
Cross-section thread: closed saas 8102. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Model → incident → demo. Worth a second pass; the model angle keeps coming back.
- Long-term → weekly → follow-on. Worth a second pass; the long-term angle keeps coming back.
- Saas → memo → incorporation. Worth a second pass; the saas angle keeps coming back.
- Wedge → vault → short-term. Worth a second pass; the wedge angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.