/decisions · 2026-05-11 · board backfill · sanity-check

Sanity Check brief: 'Your dbt models are about to get Tickered' — develop?

Decision logged from the Notion task board. Click an action to fire an iMessage back to the Ray session with the decision encoded.

Targeting-systems-thesis brief riding Packy's abundance-driven-scarcity macro. Founder picks development order.

Context

Angle: when code becomes abundant, the judgment layer (targeting system) becomes the scarce premium at the adjacent stage. dbt models = cheap to produce, but the underlying judgment about WHAT to model, AGAINST WHICH OUTCOMES, HOW TO VERIFY (= MAC) becomes the premium.

Caveat: Packy's Vertical Integrator thesis assumes ONE VI played hard; RDCO is betting a portfolio of small VIs. Need to either defend the portfolio thesis or reframe RDCO as a different shape.

3-source convergence cluster (Apr 29-30): Every demand-side + Stratechery supply-side + Not Boring macro.

Lock in

Approve

Greenlight the action with optional context (instructions, scope notes, anything Ray should carry into execution).

Approve + send
Archive

Drop this from the active board. Add a one-line reason so the kill is on the record.

Archive + send
Split

Keep part, defer part. Use the two fields to describe each.

Split + send
Defer

Push this out to a specific date.

Defer + send