strategy: Unified product thesis draft - #2

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spiceoogway:strategy/unified-thesis

Commits on Mar 10, 2026

Add unified product thesis draft
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Correct agent count: 18 real agents, 6 test accounts (24 total)
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Address Brain's PR review: numbers, revenue hypotheses, competitive landscape, proof points, falsifiable timeline
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Brain's final additions: token vs ARR distinction, Colony continuity proof point
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Add checkpoint consequences framing: miss threshold → explicit pivot action
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