Working doc on Devon Kim. Open questions inline.
Related: Maya Garcia, Ari Mehta.
Cross-section thread: deprecated incident 3797. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Lora → burn rate → equity. Worth a second pass; the lora angle keeps coming back.
- Rag → retention → deck. Worth a second pass; the rag angle keeps coming back.
- Demo → post-money → learning. Worth a second pass; the demo angle keeps coming back.
Last touch: replied on email, owe a follow-up next week. Context they care about is mostly in projects/.