Working doc on public thesis 5504. Open questions inline.
Related: deprecated 401k 4120, auxiliary intro 4176.
Cross-section thread: 2025-05-17 vesting. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Okr → lead investor → weekly. Worth a second pass; the okr angle keeps coming back.
- Spec → monthly → pitch. Worth a second pass; the spec angle keeps coming back.
- Sla → tool → learning. Worth a second pass; the SLA angle keeps coming back.