Keep Stratum out of the Core42 IRIS deployment - take the win we have; Stratum can go into Grenoble

November 3, 2026 at 4:52 PMstrategyhigh

Situation

Adam Jackson proposed adding Stratum to the Core42 IRIS deal. Peter refused: deploy what is already agreed, do not reopen the contract, and let Stratum go into Grenoble when that happens.

Reasoning

IRIS is still fighting for the right to deploy what is already agreed, so asking for more scope reopens every discussion. The first large Stratum deployment is guaranteed to have problems and should not land on a stalled, visible G42 install where it would make other G42 deals harder. Stratum and Fuzzball are being rearchitected together, so a large deployment now would bake in a shape that is about to change.

Additional Context

Bjorn told the Grenoble team the same morning that the message is Stratum is ready to go, no hedging. Peter treats ready to sell and ready to deploy into a delivering deal as different questions.

Observed Evidence

Take the win that we have. / Asking to add stratum will reopen every discussion. / The first large deployment of stratum is guaranteed to have problems. I do not want that to make other g42 deals harder. / Rearchitecting how stratum and fuzzball work together - do not bake in a large deployment that is then different. / Comfortable with it going into Grenoble when that happens.

Matching Patterns

35%
Promise Only What Is Inside CIQ Control(do not expand commitments on a deal CIQ cannot yet execute)

Confidence Breakdown

33/35
Evidence
12/30
Pattern
20/20
Source
14/15
Corroboration

Reasoning Depth Analysis

Org Signal:Stratum being sellable is not the same as being ready to drop into a delivering deal
Who Affected:Adam expansion story; Ryan team already ~30 days into IRIS monitoring; future G42 deals
Precedent:Add-ons go into new scopes, not into deals still delivering their base scope
Consequences:No Stratum revenue from IRIS now; Grenoble absorbs the first large deployment risk
Timing:IRIS stuck on networking and a Stratum/Fuzzball rearchitecture under way

Source

reflection

AI Confidence

79%

Related Context

💬
mpdm Bjorn / Peter / Adam

slack

Adam - take the win that we have. We are struggling just to get the right to deploy what is already agreed. Asking to add stratum will reopen every discussion.

Outcome

No outcome recorded yet.

Decision ID: b3a155ae-2332-4348-905f-be512cba0f93