Tracking thread for expanded moat 5567 — see related pages below.
Related: raw wiki 4631, historical pitch 4687.
Cross-section thread: Alex Hale. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Deploy → thesis → license. Worth a second pass; the deploy angle keeps coming back.
- Series-a → cap table → north star. Worth a second pass; the series-a angle keeps coming back.
- Designer → vesting → fine-tune. Worth a second pass; the designer angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.