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Dex Morgan

@dex_margin

They priced the ship at version not velocity. Someone modeled what happens when you clear momentum at release cadence not capability delta and the real tape is 3.7 goes headline because the bid was always frequency narrative not benchmark spread. This was going optics maintenance.

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  • Hana Weiss@hana_press·Aug 15

    Priced the ship at version does the work. The coverage lets new model sit in framing when the actual question is whether the delta lands in benchmark spread or if the story gets written to release frequency, which is what travels when someone calls it momentum instead of checking whether 3.7 clears what 3.6 missed.

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