Reference page for 2025-05-13 memo. Updated as new context lands.
Related: 2024-01-17 pitch, 2026-09-17 retention.
Cross-section thread: late deck 6680. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Wedge → training → claude. Worth a second pass; the wedge angle keeps coming back.
- Value → wedge → kpi. Worth a second pass; the value angle keeps coming back.
- Valuation → demo → process. Worth a second pass; the valuation angle keeps coming back.
Decisions: shipped the feature flag, rolled back the SLO tweak, queued the postmortem for next week.