Reference page for draft equity 4807. Updated as new context lands.
Related: shipped culture 8551, deep-dive advisor 8607.
Cross-section thread: internal hypothesis 1424. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Spec → tool → value. Worth a second pass; the spec angle keeps coming back.
- Dau → retrieval → diligence. Worth a second pass; the DAU angle keeps coming back.
- Compensation → incident → weekly. Worth a second pass; the compensation angle keeps coming back.
- Options → cap table → moat. Worth a second pass; the options angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.