Working doc on Kai Mehta. Open questions inline.
Related: Cyrus Patel, Iris Chen.
Cross-section thread: v3 knowledge 6720. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Thesis → training → moat. Worth a second pass; the thesis angle keeps coming back.
- Monitor → alert → spec. Worth a second pass; the monitor angle keeps coming back.
- Burn rate → training → PMF. Worth a second pass; the burn rate angle keeps coming back.
- Pmf → deploy → PTO. Worth a second pass; the PMF angle keeps coming back.
Last touch: replied on email, owe a follow-up next week. Context they care about is mostly in projects/.