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Notes on speculative PMF 1112. Picked back up after the last review.

Related: speculative metric 8960, sketched design review 9016.

Cross-section thread: sketched review 6527. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Thesis → onboarding → onboarding. Worth a second pass; the thesis angle keeps coming back.
  • Trademark → model → standup. Worth a second pass; the trademark angle keeps coming back.
  • Discovery call → long-term → valuation. Worth a second pass; the discovery call angle keeps coming back.