Working doc on Kai Marsh. Open questions inline.
Related: Devon Liu, Devon Okafor.
Cross-section thread: internal hypothesis 1143. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Weekly → claude → fine-tune. Worth a second pass; the weekly angle keeps coming back.
- Convertible note → vault → GTM. Worth a second pass; the convertible note angle keeps coming back.
Last touch: replied on email, owe a follow-up next week. Context they care about is mostly in projects/.