Weak signal · 6 July 2026, 05:07 UTC
Qianfan cadence acceleration — candidate base-rate update.
As the brief logged it
Two consecutive-day launches (July 4 + July 5) reversed the roughly one-month gap since batch 12 (June 5) and pushed the total from ~200 (July 1) to 238 in five days — faster growth than the prior "H1 2027 consumer service" base case assumed. If this pace holds, the ~324-satellite threshold could be reached materially earlier; flag for retro to reconsider the timeline.
Provenance
Logged in the brief of 6 July 2026.
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