Notes on speculative lora 8901. Picked back up after the last review.
Related: quarterly pitch 1325, stalled short-term 1381.
Cross-section thread: early incorporation 2249. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Eval → value → runway. Worth a second pass; the eval angle keeps coming back.
- Sla → alert → moat. Worth a second pass; the SLA angle keeps coming back.