Endorse forward-deployed Fuzzball AI outright; make observability a buy/partner/build discussion after the functionality is written down; ask for a written path to profitability on existing products

Situation

Bjorn shared his 18-month roadmap direction (observability, then storage, then forward-deployed Fuzzball post-training on open-weight models - a low-touch Palantir) with no action needed. Peter loved the forward-deployed piece and wants everything it entails documented over the next 12 months; said he could not say anything smart on storage; said observability is worth a buy/partner/build discussion, starting with the functionality needed to tell the story, and pushed back that ingestion and persistence is fiddly work with six to nine months of bug-chasing. He asked Bjorn to write down which offerings, if any, are needed to reach profitability so CIQ can pull a no-more-investor-money lever if ever required, while saying there is value in not hitting that goal.

Reasoning

Confirmed by Peter. Differentiation decides build vs buy: forward-deployed AI is sticky and strategic so it is endorsed outright; observability is infrastructure where incumbents exist and the hard part is plumbing, so building must earn its place. Peter corrected an underestimate of the data-plumbing cost. The profitability ask is about resilience and optionality on runway, not a push to become profitable. Exploratory direction, not a commitment.

Additional Context

Bjorn: profitable end of next year on existing products at 35-40M; new offerings wait for a 50M Series B. Peter: desktop hits the low waterline in January, becomes interesting to the market around March-May.

Observed Evidence

Love the third one; buy/partner/build for observability; Cassandra fiddly-work pushback; profitability lever.

Matching Patterns

Confidence Breakdown

Reasoning Depth Analysis