Snapshots

Five bets, tested in order, starting with reading before drafting

Waiting on you
  • Bet 1: reading first beats a blank box, judged by hearts against Not for me.
  • Bet 2: a weekly hand off habit forms before any posting.
  • Bet 3: one brand costs well under its plan, and nobody has measured it.
  • The spec says about $15 a brand a month; the caps allow far more.
  • Bets 4 and 5, posting trust and results, wait for v2 and v3.
$79planned v1 plan a month
Your call

Are these the bets? Proposal: accept bets 1 to 3 now, and keep 4 and 5 for later.

Company and strategy · 1.5

Strategy and bets

Needs youLast checked Mon Oct 26Owner Param

Answer

The few bets Brew is making, what would prove each right or wrong, and the order we test them in; the sources give the wedge and the ladder but never name the bets, so the list below is a proposal for Param.

Today

What the sources already commit to

Commitment Source
The wedge: read the store before drafting anything, with a source on every number brand-directions/book/content/b.js b-11 edge
The shelf: most tools either read the store or ship the work; we read, decide, draft, then hand off brand-directions/book/content/b.js b-6 where-we-sit
One power per version: drafts, then posting with a yes, then results, then ads inside rules brand-directions/book/content/a.js a-5 ladder
Learn with design partners before pricing memory brew-pricing-parked brand-directions/book/content/b.js b-10 partnership-goals
Five real design partner prospects on production since 25 Oct memory brew-live-stores memory brew-prod-backend
Keep every Play; make each cheaper memory keep-all-moves
Global product, acting on the brand's own stack memory brew-name-and-scope
The moat grows with use: what we know about a store, then what worked brand-directions/book/content/b.js b-11 moat

The tension the bets must settle

  • The pricing proposal estimates v1 brain cost at about $15 a brand a month against a $79 plan brew working tree docs/pricing.md:20-23
  • The caps in the code allow far more: the cost per brand page proposes up to about $180 a month before drafts, not measured content/ai-and-models/cost-per-brand.md Numbers
  • No brand has a measured monthly cost yet content/ai-and-models/cost-per-brand.md Open

Tomorrow

The proposed bets, in the order we test them.

# Bet Right if Wrong if Version Tag
1 Reading first beats a blank box Partners heart and hand off Plays from their own evidence most weeks Not for me outnumbers hearts across partners for a month v1 New
2 A weekly hand off habit forms before any posting Three of five partners hand off in three weeks running No partner hands off two weeks running by the end of the partnership v1 New
3 One brand costs well under its plan A measured month per brand sits under a third of the plan price Measured cost sits above half the plan price after the cheapest models that keep quality v1 New
4 Trust earned in v1 carries into posting Partners say yes to the first scheduled posts and keep the dial up Partners turn posting off after trying it v2 New
5 Results make next week smarter Graded results change the ranking and hand offs rise Results arrive too late or too noisy to change a pick v3 New

How we do it

  1. Test one bet at a time, in order; bet 3 runs beside bets 1 and 2 because it needs only logs.
  2. Each bet has one owner and one review date.
  3. When a bet is proven or broken, write it in the decisions log with the evidence and update this page.
  4. A broken bet changes the plan, never the truth rules.

Numbers

Metric Bet Where measured Status
Heart to Not for me ratio per partner a week 1 Card reactions Proposed
Weeks in a row with a hand off, per partner 2 Brief records Proposed
Measured cost per brand a month 3 Spend files plus AI tags per brand Proposed, not measured
Share of scheduled posts approved 4 Need your yes log, v2 Proposed

Open

  1. Are these the bets? Proposal: accept bets 1 to 3 for the design partnership and keep 4 and 5 as the later order.
  2. Who owns each bet? Proposal: Param owns 1 and 2, Sai owns 3 with the cost per brand work, Sai reviews 2 with partner calls, since team and roles proposes Sai for design partner relationships.
  3. Review date for bets 1 to 3. Proposal: the end of the six week partner programme the book proposes, or 7 Dec 2026, six weeks from today, if no programme date is set.
Sources
  • brand-directions/book/content/b.js b-6 statement, where-we-sit; b-10 partnership-goals; b-11 edge, moat, risks
  • brand-directions/book/content/a.js a-5 ladder
  • brew origin/main a559de6: SCOPE.md:7-14, tools/prod-env.sh:9
  • brew working tree docs/pricing.md:20-23, untracked
  • handbook content/ai-and-models/cost-per-brand.md Numbers
  • memory: keep-all-moves, brew-pricing-parked, brew-live-stores, brew-name-and-scope, brew-prod-backend

Source file content/company-and-strategy/strategy-and-bets.md · For agents: Markdown · JSON