Board decision · Final
Riverbend Basin
Decision desk
Q3 forecast
- Revenue
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- Compute bill
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- Cash change
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- Closing cash
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Why these numbers?
Decision ledger
Advance the quarter to record a receipt.
Field guide · two ways to win
Build capacity
Match Sable and plan a prefix cache and Riverbend order in Q3. Keep Meridian during construction. Serve from Riverbend when the grid and fiber are ready in Q5.
Build a cheaper model
Match Sable and plan the cache in Q3. Distill Compact in Q4, do data and evaluation in Q5, then deploy Compact on Meridian in Q6.
Keep every renewal through Q6. At the expanded volume, operating cash must be positive in Q7 and Q8. Scenario rules · Industry field notes
Keep every renewal through Q6 and cover operating costs in Q7 and Q8. Scenario rules · Industry field notes