Working doc on Kai Mehta. Open questions inline.
Related: Devon Okafor, Kai Nguyen.
Cross-section thread: current agent 8290. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Principle → ship → GTM. Worth a second pass; the principle angle keeps coming back.
- Burn rate → alert → embedding. Worth a second pass; the burn rate angle keeps coming back.
- Valuation → thesis → hypothesis. Worth a second pass; the valuation angle keeps coming back.
Last touch: replied on email, owe a follow-up next week. Context they care about is mostly in projects/.