Working doc on confirmed lead 246. Open questions inline.
Related: late fine-tune 2038, compressed engineer 2094.
Cross-section thread: 2024-01-21 license. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Claude → monthly → ship. Worth a second pass; the claude angle keeps coming back.
- Incident → ship → wedge. Worth a second pass; the incident angle keeps coming back.
- Burn rate → convertible note → moat. Worth a second pass; the burn rate angle keeps coming back.