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+What did my March memo say about graph-memory pricing?
Constella · from your files

Your March 14 memo argued the graph-memory tier should price on retrieved-node count, not raw token count 1. You revised that twice in April after your call with the Notion PM 2, landing on a per-seat + usage hybrid you sketched in roadmap.md 3.

indexing 2,481 files3 sources cited in answer

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What did I think about graph memory?
Agent · ResearchYour March memo contradicts this funding angle.
Agent · StrategyBold cut to fewer products — already in your notes.

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YouAnyone tested context-window decay in 50k‑token MoE models with sparse routing?
Constella · Research

Your March lit review covers three of these directly. [1] reports a 14% effective-context drop past 32k on Mixtral-class models — but [2] contradicts that on Snowflake Arctic at the same depth. Your own notes from [3] flagged the eval methodology gap between them.

1
Liu et al. — Lost in the Middle, RevisitedarXiv:2403.18119 · saved Mar 14 · pp. 7–9
PDF
2
Snowflake AI Research — Arctic long-context benchblog.snowflake.com · clipped Apr 02 · section “100k decay”
WEB
3
research-notes.md — “eval gap: needle vs. retrieval”obsidian vault · updated Apr 09 · 4 backlinks
NOTE
YouWhat’s shipped this sprint and which ideas are blocked on the new pricing change?
Constella · Product

Three updates shipped: [1] rolled out per-seat billing on Tuesday. [2] from your roadmap.md is now blocked — the volume-tier idea assumes the old usage-meter, which we just removed. [3] from Linear is the unblocker; assign it before sprint planning.

1
Changelog — v2.14 · Per-seat billing & team plansNotion · shipped Tue Apr 22 · 2 hot‑fixes
SHIP
2
Idea — volume-tier discount for high-usage teamsroadmap.md · drafted Mar 28 · blocked by billing rewrite
IDEA
3
CON‑842 · Restore usage-meter behind feature flagLinear · opened Mon · assignee: —
TICKET
YouHas any recent case law affected the enforceability clause in our standard NDA?
Constella · Legal

Yes — [1] narrowed the scope of perpetual-confidentiality clauses in NorCal jurisdictions. That conflicts with section 4(b) of your current template [2]. Your memo from January [3] already drafted the carve-out language — it just needs the citation updated.

1
Brightline v. Sequoia Holdings, 2026 Cal. App. 4th 1182Westlaw · decided Feb 11 · reversed in part
CASE
2
Standard NDA v3.2 — § 4(b) Survival of obligationstemplates/ · last edit Jan 04 · used in 47 deals
DOC
3
Memo — “Confidentiality clause carve-outs (CA)”Word · Jan 21 · 3 referenced cases
MEMO
YouPt. R.M. on metformin reporting new fatigue — anything flagged in their chart?
Constella · Clinical

Their last B12 panel [1] showed 211 pg/mL — sub-threshold for metformin-associated deficiency. The Apr 9 visit note [2] mentions tingling in extremities, which fits. NICE guidance [3] recommends supplementing before adjusting dose.

1
Lab panel — CBC, B12, ferritin · Patient R.M.EHR · drawn Mar 18 · B12 = 211 pg/mL (low‑normal)
LAB
2
Visit note — follow‑up, diabetes mgmtEHR · Apr 09 · you noted distal paresthesia
CHART
3
NICE NG28 — Type 2 diabetes mgmt in adultsguideline · saved Feb · § 1.6.10
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stratechery.com /2026/the-product-is-labor

STRATECHERY·7 MIN READ·APRIL 2026

The product is labor.

Anthropic, which has yet to produce a single year of profit, commands a valuation in the same stratosphere. These numbers need an addressable market large enough to justify them.

There is only one market that big — the global market for human labor. The frontier labs are not selling software, they are selling labor itself, packaged as inference.

As we’re getting closer to that future, the bottleneck has shifted. The model is not the moat; distribution is. And distribution, increasingly, looks like in-person marketing work — pitching a different reality to people who already have the old one working fine.

The gentler interpretation is that the next decade of AI work looks less like coding and more like sales.

in-person marketing work
From your canvas3 matches
#fieldworkSF coffee shop convos — how PMs actually pick tools5 nodes·2d ago
#researchIn-person events vs paid acquisition · ROI table3 nodes·5d ago
#go-to-marketStripe’s first 20 customers — distribution moats11 nodes·1w ago
Pinned to selection · stratechery.com