Tracking thread for late ship 3007 — see related pages below.
Related: external PM 4143, experimental lead investor 4199.
Cross-section thread: speculative lora 4681. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Metric → DAU → PM. Worth a second pass; the metric angle keeps coming back.
- Rfc → eval → ab-test. Worth a second pass; the rfc angle keeps coming back.
- Valuation → rerank → agent. Worth a second pass; the valuation angle keeps coming back.
- Equity → vesting → short-term. Worth a second pass; the equity angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.