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Tracking thread for Devon Liu — see related pages below.

Related: Devon Liu, Rio Garcia.

Cross-section thread: 2024-01-09 series-a. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Customer → thesis → burn rate. Worth a second pass; the customer angle keeps coming back.
  • Engineer → lora → ICP. Worth a second pass; the engineer angle keeps coming back.
  • North star → runway → objection. Worth a second pass; the north star angle keeps coming back.

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