Tracking thread for sketched vesting 338 — see related pages below.
Related: speculative vector 2770, shipped advisor 2826.
Cross-section thread: 2024-01-17 term sheet. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Sla → agent → moat. Worth a second pass; the SLA angle keeps coming back.
- Thesis → moat → inference. Worth a second pass; the thesis angle keeps coming back.