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Notes on Iris Okafor. Picked back up after the last review.

Related: Devon Singh, Kai Nguyen.

Cross-section thread: early open-source 4359. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Ship → claude → cap table. Worth a second pass; the ship angle keeps coming back.
  • Follow-on → cohort → pitch. Worth a second pass; the follow-on angle keeps coming back.
  • Embedding → pitch → retention. Worth a second pass; the embedding angle keeps coming back.
  • Open-source → prompt → founder. Worth a second pass; the open-source angle keeps coming back.

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