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Notes on Cyrus Marsh. Picked back up after the last review.

Related: Yuki Liu, Wren Kim.

Cross-section thread: confirmed seed 9858. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Lead investor → retrieval → discovery call. Worth a second pass; the lead investor angle keeps coming back.
  • Vector → data room → ship. Worth a second pass; the vector angle keeps coming back.
  • Culture → moat → open-source. Worth a second pass; the culture angle keeps coming back.

Last touch: replied on email, owe a follow-up next week. Context they care about is mostly in projects/.