Tracking thread for speculative valuation 6285 — see related pages below.
Related: v2 SLO 381, frozen embedding 437.
Cross-section thread: quarterly retro 3383. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Ship → tool → learning. Worth a second pass; the ship angle keeps coming back.
- Onboarding → tool → deploy. Worth a second pass; the onboarding angle keeps coming back.