That's interesting. Yeah most of my FAANG offers had no cliff (quarterly or monthly). All my unicorn offers were 1 year cliff though :/

I wonder if they'll bake the bonus in. Getting those $100k signing bonuses are pretty nice, especially since some companies give 25% or 50% before you start, which allows you to do a trip. Plus $100k added into a 4 year vesting schedule is a pretty large opportunity cost (assuming you could grow at 7% a year, which is admittedly aggressive, is leaving ~$30k on the table).