The six dimensions Each dimension shows score, signal strength, narrative, evidence, and what's holding it back. SIGNAL STRENGTH · Strong coverage ●●● NARRATIVE Heavy outbound narrative. EVIDENCE · CEO mentions AI in 11 of last 12 earnings calls SIGNAL STRENGTH · Strong coverage ●●● NARRATIVE Real ML headcount on platform + research teams. EVIDENCE · 7 ML/AI roles open, mix of research + platform SIGNAL STRENGTH · Partial coverage ●●○ NARRATIVE Quietly competent stack work. EVIDENCE · Active OSS in inference + tracing SIGNAL STRENGTH · Partial coverage ●●○ NARRATIVE Few proof points despite the talk. EVIDENCE · Few named customers running AI in production |