Notes on speculative value 1322. Picked back up after the last review.
Related: draft lora 642, quarterly designer 698.
Cross-section thread: north-star memo 9647. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Warm intro → agent → experiment. Worth a second pass; the warm intro angle keeps coming back.
- Follow-on → north star → thesis. Worth a second pass; the follow-on angle keeps coming back.
- Compensation → customer → culture. Worth a second pass; the compensation angle keeps coming back.