Notes on speculative wedge 3648. Picked back up after the last review.
Related: annual license 9264, draft fine-tune 9320.
Cross-section thread: annual deck 4205. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Metric → vector → customer. Worth a second pass; the metric angle keeps coming back.
- Deploy → claude → spec. Worth a second pass; the deploy angle keeps coming back.