Instinct pricing thoughts

[fastquill74]

Appreciate the detail. The pattern around HBM constraints has been pretty similar for me. The biggest change for me was simplifying the stack instead

Thanks, that helps. I don't think your conclusion is far off. Worth rechecking your defaults though, because one bad assumption can make the rest of the thread look confusing.

There are a few different conversations hiding inside this thread, so being explicit about the goal helps.