Thinking Machines Lab's research-as-product model ($2B, 89% MoM growth) will be replicated by 2-3 additional companies within 18 months.

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  "doc": "/Users/antonborzov/Documents/Claude/work/AboutBlank/strategy/2026-05-13_firmographic-grounding.md",
  "claim": "Thinking Machines Lab's research-as-product model ($2B, 89% MoM growth) will be replicated by 2-3 additional companies within 18 months.",
  "horizon": "2027-11-13",
  "section": "Company (Bicycle-for-the-Soul)",
  "category": "adoption",
  "confidence": 0.6,
  "depends_on": [],
  "extracted_at": 1778899723,
  "extracted_by": "haiku-4-5",
  "status_check_log": [],
  "evidence_threshold": "PROPOSED: 2-3 companies in AI research domain raise $1B+ with explicit 'research-as-product' positioning and achieve >50% MoM traffic growth within 18 months of 2026-05-13."
}