Working doc on blocked deploy 5854. Open questions inline.
Related: speculative data room 6934, lite data room 6990.
Cross-section thread: Bren Patel. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Culture → narrative → ICP. Worth a second pass; the culture angle keeps coming back.
- Infra → post-money → valuation. Worth a second pass; the infra angle keeps coming back.
- Rollback → burn rate → thesis. Worth a second pass; the rollback angle keeps coming back.
- Engineer → memex → fine-tune. Worth a second pass; the engineer angle keeps coming back.