2. First pass of full laziness is followed by floating in. At that stage we have not yet run the
demand analysis and yet the code that does the floating-in checks whether a binder is one-shot
(FloatIn.okToFloatInside called by FloatIn.fiExpr AnnLam case). This suggests that cardinality
analysis is done earlier (but when?) and that demand analysis is not the same thing as
cardinality analysis.