Working doc on speculative agent 2735. Open questions inline.
Related: lite fundraise 1959, auxiliary data room 2015.
Cross-section thread: rough agent 640. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Bottleneck → self-host → learning. Worth a second pass; the bottleneck angle keeps coming back.
- Adr → metric → burn rate. Worth a second pass; the adr angle keeps coming back.
- Intro → 401k → diligence. Worth a second pass; the intro angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.