From f711b506426eae3579f9bd0acb04bef06d15a96e Mon Sep 17 00:00:00 2001 From: David Ndungu Date: Sun, 21 Jun 2026 16:42:00 -0700 Subject: [PATCH] =?UTF-8?q?docs:=20reframe=20goal=20=E2=80=94=20operating?= =?UTF-8?q?=20target=20is=20$150-400M=20base,=20$1B=20gated=20bull?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit Propagates the reframe from sirerun/docs#1147 (ADR 184) into this repo's CLAUDE.md so agents stop defaulting to the $5B-by-2031 operating target. $5B stays the long-term ambition; the funded target is a $150-400M ARR base case won through one regulated-auditable-agent wedge (auditable, effectively-once, HITL-gated agents for money-touching regulated ops), decisive lever = NRR via the value-fee mechanic. Claude-Session: https://claude.ai/code/session_01RaKmP1rouGTPJ9pAMKdJQM --- CLAUDE.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/CLAUDE.md b/CLAUDE.md index 5e0d134..475e8a1 100644 --- a/CLAUDE.md +++ b/CLAUDE.md @@ -2,7 +2,7 @@ This file provides guidance to Claude Code (claude.ai/code) when working in the mint repo. -The most important goal is that we need to make Sire have $5B ARR by end of 2031, if any effort derails us, let me know and discard it. +The long-term ambition is $5B ARR by 2031, but the **operating target is a $150–400M ARR base case** ($1B held as a gated bull) won through **one wedge**: auditable, effectively-once, HITL-gated agents for money-touching regulated operations (EU AI Act forced-buy), where the decisive lever is **NRR via the value-fee mechanic, not raw logo count**. **If any effort derails this — especially breadth (10 product lines, marketplace-as-primary, speculative primitives, sovereign/VLA) — flag it and discard it.** Full plan + rationale: `docs/1b-arr-operating-plan.md` and ADR 184 (sirerun/docs). ## What this repo is