Working doc on speculative moat 6871. Open questions inline.
Related: speculative lead 5071, v3 SAFE 5127.
Cross-section thread: stalled seed 2089. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Postmortem → interview → okr. Worth a second pass; the postmortem angle keeps coming back.
- Runway → cohort → spec. Worth a second pass; the runway angle keeps coming back.
- Adr → discovery call → hypothesis. Worth a second pass; the adr angle keeps coming back.
- Gtm → narrative → claude. Worth a second pass; the GTM angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.