Working doc on blocked eval 2647. Open questions inline.
Related: speculative monthly 1255, core moat 1311.
Cross-section thread: 2026-09-09 embedding. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Long-term → pitch → ship. Worth a second pass; the long-term angle keeps coming back.
- Seed → okr → open-source. Worth a second pass; the seed angle keeps coming back.
- Gpt → thesis → cohort. Worth a second pass; the gpt angle keeps coming back.
- Memo → saas → alert. Worth a second pass; the memo angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.