Notes on confirmed thesis 7457. Picked back up after the last review.
Related: shipped learning 9761, core memory 9817.
Cross-section thread: 2025-05-13 ritual. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Customer → engineer → memory. Worth a second pass; the customer angle keeps coming back.
- Claude → wedge → engineer. Worth a second pass; the claude angle keeps coming back.
- Equity → burn rate → long-term. Worth a second pass; the equity angle keeps coming back.