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Notes on speculative short-term 8110. Picked back up after the last review.

Related: shipped short-term 4990, rough PMF 5046.

Cross-section thread: public incident 497. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Ship → ab-test → vision. Worth a second pass; the ship angle keeps coming back.
  • Lead → wedge → model. Worth a second pass; the lead angle keeps coming back.