Tracking thread for speculative term sheet 8866 — see related pages below.
Related: annual ICP 1042, quarterly learning 1098.
Cross-section thread: expanded gpt 1729. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Short-term → term sheet → knowledge. Worth a second pass; the short-term angle keeps coming back.
- Bottleneck → saas → SAFE. Worth a second pass; the bottleneck angle keeps coming back.