Working doc on external infra 3015. Open questions inline.
Related: weekly discovery call 4207, blocked vault 4263.
Cross-section thread: early follow-on 4800. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Infra → moat → cap table. Worth a second pass; the infra angle keeps coming back.
- Claude → memo → SAFE. Worth a second pass; the claude angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.