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Notes on current memo 2848. Picked back up after the last review.

Related: historical value 2864, draft spec 2920.

Cross-section thread: historical adr 2319. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Deck → bottleneck → deploy. Worth a second pass; the deck angle keeps coming back.
  • Cohort → value → seed. Worth a second pass; the cohort angle keeps coming back.