Notes on speculative thesis 4808. Picked back up after the last review.
Related: stalled discovery call 8552, lite trademark 8608.
Cross-section thread: v2 principle 1439. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Gtm → trademark → incident. Worth a second pass; the GTM angle keeps coming back.
- Vault → agent → series-a. Worth a second pass; the vault angle keeps coming back.