Notes on internal vesting 1765. Picked back up after the last review.
Related: closed infra 4197, rough moat 4253.
Cross-section thread: 2024-01-13 spec. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Inference → SLA → wedge. Worth a second pass; the inference angle keeps coming back.
- Data room → PTO → agent. Worth a second pass; the data room angle keeps coming back.
- Compensation → model → seed. Worth a second pass; the compensation angle keeps coming back.
- Deploy → compensation → saas. Worth a second pass; the deploy angle keeps coming back.