Position against Cribl as well as Splunk, and say what that costs us

Splunk and Cribl are not the same competitor and the claim is not the
same claim twice. Splunk is the destination and Cairn OBS replaces it,
which is what phases 0-7 were for. Cribl is the road: routing, reduction,
enrichment, redaction and replay on the way to wherever data is going.
Cairn OBS is already a road in shape -- agent, Redpanda, ingest -- and
exposes none of a pipeline's controls. The agent cannot filter, drop,
sample, mask or re-route anything; ingest normalises a schema and writes
it; there is exactly one destination and it is us.

Reconciling the two turns up something a cost-led project has to face
rather than paper over: most people buy Cribl because Splunk is expensive
per gigabyte, so being genuinely cheap per gigabyte removes the main
reason to buy Cribl in front of us. That makes the strongest pitch "one
system where there were two" rather than "we are also a pipeline vendor"
-- but that pitch only survives a buyer if we also do the four things
people buy a pipeline for that are not about spend: routing to several
destinations, redacting before data leaves the network, archive and
replay, and not being locked to one analytics vendor. Those are about
control, which is better ground anyway: cost advantages get matched and
architectural ones do not.

The consequence is uncomfortable and is written down as a decision rather
than left to be discovered: competing with Cribl means being able to send
data to S3, Splunk HEC, Elastic, OTLP and Kafka -- building features whose
purpose is to help data leave this platform. A project that refuses
lock-in in its licence and then builds it into its egress would be lying
about itself.

Four phases follow, ordered so each pays for itself: processing (8),
routing (9), archive and replay (10), fleet (11). Processing without
routing still shrinks what is stored; routing without processing forwards
everything and helps nobody.

One design decision is called out now because it collides with a
non-negotiable constraint. Cribl's rule language is JavaScript, and
embedding a JS engine in a statically-linked musl agent would end "no
glibc runtime deps" as a claim. The recommendation is a declarative rule
DSL -- matchers and typed actions, no arbitrary code -- deliberately less
expressive, small enough to audit and safe to push to ten thousand hosts.

The retention/TTL question in architecture.md is no longer deferrable and
now says so: Phase 10 asks it from the other side.

PROJECT-SPEC.md

@@ -7,6 +7,16 @@ multi-tenant RBAC. Full architecture spec is in `/docs/architecture.md` — read
 it before touching any component. Do not deviate from the storage/query split
 described there without flagging it to me first.
 
+Cairn OBS is positioned against **Cribl** as well, which is a different claim
+rather than the same one twice: Splunk is the destination and Cairn OBS
+replaces it; Cribl is the road, and Cairn OBS is currently a road that exposes
+none of a pipeline's controls. Reconciling the two — including the part where
+cheap storage removes the usual reason to buy Cribl at all, and the part where
+competing with it means helping data leave this platform — is
+[`/docs/positioning.md`](docs/positioning.md), along with the four phases of
+processing, routing, archive/replay and fleet work it implies. Read it before
+proposing anything pipeline-shaped.
+
 ## Non-negotiable constraints
 - Distro-agnostic Linux agent: must run identically on RHEL/Debian/Arch/SUSE
   derivatives via a statically-linked musl binary. No glibc runtime deps.