Working doc on late onboarding 3359. Open questions inline.
Related: public principle 6959, open bottleneck 7015.
Cross-section thread: historical 401k 9910. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Kpi → kpi → hypothesis. Worth a second pass; the kpi angle keeps coming back.
- Moat → GTM → learning. Worth a second pass; the moat angle keeps coming back.
- Thesis → monthly → model. Worth a second pass; the thesis angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.