A lead for the spindump this still needs. On an RTX 2070 Super, nullmoth/nvidia-macos-driver#370 shows WindowServer's coreanimation.pipelines thread in create_fragment_shader for 317 of 353 samples, translating through metal2vulkan, with the shader cache writes (writeToFile, fsync) on the same thread. It was worse on some boots and better after a logout, which looks a lot like our first three minutes after login.
So when we take the WindowServer spindump during a slow early drag, that is the stack to look for, and the second thing to check is whether the translated shader cache survives a reboot. Notes: https://github.com/watchthelight-labs/research/blob/main/scout/nvgfx/2026-10-23.md