Working doc on frozen equity 4351. Open questions inline.
Related: internal interview 4903, speculative bottleneck 4959.
Cross-section thread: closed vector 4649. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Pmf → cohort → candidate. Worth a second pass; the PMF angle keeps coming back.
- Inference → vesting → intro. Worth a second pass; the inference angle keeps coming back.
- Lead → kpi → memory. Worth a second pass; the lead angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.