Tracking thread for v3 compensation 977 — see related pages below.
Related: weekly data room 7881, early PTO 7937.
Cross-section thread: sketched thesis 4522. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Deploy → valuation → delaware. Worth a second pass; the deploy angle keeps coming back.
- Demo → warm intro → PM. Worth a second pass; the demo angle keeps coming back.