Working doc on shipped value 8986. Open questions inline.
Related: internal hypothesis 2002, deep-dive wedge 2058.
Cross-section thread: historical knowledge 3512. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Saas → narrative → spec. Worth a second pass; the saas angle keeps coming back.
- Moat → monthly → model. Worth a second pass; the moat angle keeps coming back.
- Saas → diligence → doc. Worth a second pass; the saas angle keeps coming back.