Notes on Alex Chen. Picked back up after the last review.
Related: Priya Vega, Priya Vega.
Cross-section thread: quarterly diligence 8014. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Learning → eval → thesis. Worth a second pass; the learning angle keeps coming back.
- Narrative → customer → funnel. Worth a second pass; the narrative angle keeps coming back.
- Process → memo → saas. Worth a second pass; the process angle keeps coming back.
- Principle → inference → equity. Worth a second pass; the principle angle keeps coming back.
Last touch: replied on email, owe a follow-up next week. Context they care about is mostly in projects/.