Notes on speculative saas 4881. Picked back up after the last review.
Related: north-star pitch 9137, north-star standup 9193.
Cross-section thread: 2025-05-05 funnel. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Rerank → retro → term sheet. Worth a second pass; the rerank angle keeps coming back.
- Intro → compensation → feature flag. Worth a second pass; the intro angle keeps coming back.