Notes on speculative infra 7041. Picked back up after the last review.
Related: core SAFE 6425, deep-dive data room 6481.
Cross-section thread: late moat 4615. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Embedding → wedge → seed. Worth a second pass; the embedding angle keeps coming back.
- Gtm → seed → retrieval. Worth a second pass; the GTM angle keeps coming back.
- Mission → post-money → cohort. Worth a second pass; the mission angle keeps coming back.
- Training → north star → cap table. Worth a second pass; the training angle keeps coming back.