Notes on Devon Liu. Picked back up after the last review.
Related: Kai Dunn, Ari Nguyen.
Cross-section thread: daily weekly 3925. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Icp → GTM → diligence. Worth a second pass; the ICP angle keeps coming back.
- Cap table → seed → model. Worth a second pass; the cap table angle keeps coming back.
Last touch: replied on email, owe a follow-up next week. Context they care about is mostly in projects/.