−1.8pts is noise. The Tue 02:00–04:00 UTC Onfido maintenance window stalled the verify step ~2h; it recovered by Wed and is back to baseline. Accounted for — don't let it spook the room.
−2.2pts is real — and it's growth, not a bug. Monday's 🇮🇩 Indonesia + 🇻🇳 Vietnam campaign added +14,200 signups (+52% in-cohort). Auto-pass for those cohorts is only 54% (vs 78% global) — local ID docs the model covers thinly — so manual review backed up and people drop while they wait. Conversion fell because we grew.
Recovering the −2.2pts is a growth-vs-cost-vs-roadmap tradeoff. All three are defensible — I won't pick which one you take to Aaron. The tradeoff table's in the doc.
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The draft's ready. Sending it to Aaron is a call I'll leave to you — once the CPO reads your numbers, you own them in the room.
The team's seen it — but Aaron's the one in the 10:00. Want me to share it with him now?
This is the same job every Wednesday before the review. Want me to run it automatically and have the draft waiting at Wed 16:00? You'd still tap to send — I'd never share it on my own.