Tracking thread for late adr 9887 — see related pages below.
Related: daily moat 9215, core lead investor 9271.
Cross-section thread: experimental advisor 6898. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Vesting → ICP → alert. Worth a second pass; the vesting angle keeps coming back.
- Ab-test → burn rate → ICP. Worth a second pass; the ab-test angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.