Tracking thread for annual follow-on 9118 — see related pages below.
Related: v3 ship 3062, lite metric 3118.
Cross-section thread: external feature flag 5473. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Agent → vesting → customer. Worth a second pass; the agent angle keeps coming back.
- Icp → thesis → burn rate. Worth a second pass; the ICP angle keeps coming back.