diff --git a/docs/superpowers/specs/README.md b/docs/superpowers/specs/README.md
index 5755f9c..134bf93 100644
--- a/docs/superpowers/specs/README.md
+++ b/docs/superpowers/specs/README.md
@@ -6,8 +6,8 @@ Seven specs, designed 2026-07-24. Build in this order.
 |---|---|---|---|
 | 0a | [shared-module](2026-07-24-shared-module-design.md) | [plan](../plans/2026-07-24-shared-module.md) | **shipped** |
 | 0b | [instance-rename](2026-07-24-instance-rename-design.md) | [plan](../plans/2026-07-24-instance-rename.md) | **shipped**, migration verified on live |
-| 1 | [licensing-core](2026-07-24-licensing-core-design.md) | [plan](../plans/2026-07-24-licensing-core.md) | planned |
-| 2 | [instance-licensing](2026-07-24-instance-licensing-design.md) | [plan](../plans/2026-07-24-instance-licensing.md) | planned |
+| 1 | [licensing-core](2026-07-24-licensing-core-design.md) | [plan](../plans/2026-07-24-licensing-core.md) | **shipped** |
+| 2 | [instance-licensing](2026-07-24-instance-licensing-design.md) | [plan](../plans/2026-07-24-instance-licensing.md) | **shipped**, no grandfathering — existing cloud instances are read-only until admin backfills |
 | 3 | [admin-backend](2026-07-24-admin-backend-design.md) | [plan](../plans/2026-07-24-admin-backend.md) | planned |
 | 4 | [admin-site](2026-07-24-admin-site-design.md) | — | needs 3 |
 | 5 | [paddle-billing](2026-07-24-paddle-billing-design.md) | — | needs 3 |