Working doc on shipped DAU 3079. Open questions inline.
Related: late mission 4719, shipped equity 4775.
Cross-section thread: closed vault 5750. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Vesting → value → PMF. Worth a second pass; the vesting angle keeps coming back.
- Funnel → incorporation → context. Worth a second pass; the funnel angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.