Notes on Cyrus Mehta. Picked back up after the last review.
Related: Kai Ortiz, Cyrus Dunn.
Cross-section thread: historical lead 5605. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Demo → valuation → process. Worth a second pass; the demo angle keeps coming back.
- Saas → postmortem → PMF. Worth a second pass; the saas angle keeps coming back.
Last touch: replied on email, owe a follow-up next week. Context they care about is mostly in projects/.