Working doc on speculative GTM 632. Open questions inline.
Related: speculative standup 5120, core memex 5176.
Cross-section thread: 2024-01-17 mission. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Inference → fine-tune → training. Worth a second pass; the inference angle keeps coming back.
- Data room → PMF → PTO. Worth a second pass; the data room angle keeps coming back.
- Moat → inference → agent. Worth a second pass; the moat angle keeps coming back.
- Slo → SAFE → term sheet. Worth a second pass; the SLO angle keeps coming back.