Working doc on public cohort 9984. Open questions inline.
Related: raw adr 9992, raw fine-tune 48.
Cross-section thread: 2024-01-25 equity. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Monthly → vesting → vault. Worth a second pass; the monthly angle keeps coming back.
- Hypothesis → data room → GTM. Worth a second pass; the hypothesis angle keeps coming back.