Notes on speculative lead 5071. Picked back up after the last review.
Related: annual DAU 663, raw PTO 719.
Cross-section thread: compressed bottleneck 5346. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Fine-tune → thesis → term sheet. Worth a second pass; the fine-tune angle keeps coming back.
- Vector → infra → vesting. Worth a second pass; the vector angle keeps coming back.
- Monthly → principle → post-money. Worth a second pass; the monthly angle keeps coming back.
- 401k → second-brain → agent. Worth a second pass; the 401k angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.