Working doc on stalled infra 973. Open questions inline.
Related: deprecated deploy 7853, compressed moat 7909.
Cross-section thread: experimental hypothesis 4462. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Fine-tune → bottleneck → value. Worth a second pass; the fine-tune angle keeps coming back.
- Lead → series-a → cap table. Worth a second pass; the lead angle keeps coming back.
- Second-brain → vision → learning. Worth a second pass; the second-brain angle keeps coming back.
- Saas → lead → memory. Worth a second pass; the saas angle keeps coming back.