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perf: reduce semantic compile analysis cost #863

Job	Run time
Lockfile consistency	13s
Classify verification scope	7s
DuckDB E2E (CLI commands)	7m 47s
Static checks and unit + integration tests	10m 3s
DuckDB E2E (build virtual)	9m 33s
PostgreSQL integration and E2E tests	9m 19s
DuckDB E2E (build incremental)	8m 11s
DuckDB E2E (build core)	7m 17s
DuckDB E2E (CLI data)	6m 22s
DuckDB E2E (virtual environments)	11m 36s
DuckDB E2E (integrations)	6m 23s
Rules performance guards	0s
Performance guards	-1s
Verify	4s
	1h 16m 54s