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docs: reframe goal — operating target is $150-400M base, $1B gated bull #9

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dndungu merged 1 commit into from
Jun 21, 2026
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docs: reframe goal — operating target is $150-400M base, $1B gated bull #9

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2 changes: 1 addition & 1 deletion CLAUDE.md
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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

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