Commits on Aug 21, 2026

1. docs: go-to-market plan, sequenced behind three gates

   Written against the actual repos rather than a template. Every number is read out of
   the code or computed from prices the code itself records.
   
   THE FINDING THAT SETS THE SEQUENCE. lib/levelcode.rb carries an unresolved note from
   the team — the plan caps were sized against an older ~$0.66/$3.41 flagship and want
   re-checking. Costed at the current list prices in that same file, one fully-consumed
   plan-month:
   
     Pro   $20  ->  $18.10   +9%
     Pro+  $40  ->  $41.65   -4%
     Max   $60  ->  $65.20   -9%
   
   Pro+ and Max sell below cost at full burn with no prompt caching; only a high cache
   rate pulls them back above water. The structural read matters more than the numbers:
   margin comes from UNUSED allowance, not usage — so the heaviest, most vocal users are
   the least profitable, which inverts the usual instinct for a developer tool that
   selects for exactly those people.
   
   The number that settles it is already recorded: usages.cached_input_tokens, per row.
   One query. That is why it is a gate and not a footnote.
   
   TWO CORRECTIONS I MADE TO MY OWN DRAFT.
   
   The IPv6 claim was wrong on first pass. `dig +short AAAA www.levelcode.ai` printed a
   CNAME and I read it as "www is dualstack, the apex is not". Re-checked: neither name
   has AAAA, and neither does the Elastic Beanstalk load balancer behind them. The whole
   stack is IPv4-only. The fix is also ordered — dualstack the load balancer FIRST, then
   add the records, because an AAAA resolving to nothing serving is a hard failure rather
   than a slow one.
   
   A claim that macOS is "roughly a third of professional developers" is softened to a
   directional statement, flagged for confirmation against a current survey before it goes
   in a deck. It was recalled, not sourced.
   
   Also corrected a stale memory in passing: credit_wallets.product now separates LevelCode
   from thin.ly for reporting, and levelcode_stripe_id is gone. My note said the opposite.
   
   Phases: 0 gates (IPv6, margin, claims-vs-build) -> 1 instrument -> 2 position ->
   3 channels in order -> 4 pricing -> 5 scale gates. Deliberate omissions (no Windows, no
   enterprise, no launch event) are listed with reasons so they can be argued with.

   

   ndemianc committed Aug 21, 2026
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