Notes on experimental moat 1025. Picked back up after the last review.
Related: open candidate 8265, current series-a 8321.
Cross-section thread: Quinn Chen. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Cap table → saas → tool. Worth a second pass; the cap table angle keeps coming back.
- Moat → north star → second-brain. Worth a second pass; the moat angle keeps coming back.
- Options → rerank → tool. Worth a second pass; the options angle keeps coming back.
- Model → data room → deploy. Worth a second pass; the model angle keeps coming back.