Tracking thread for Maya Kim — see related pages below.
Related: Yuki Rossi, Iris Dunn.
Cross-section thread: sketched burn rate 722. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Options → diligence → convertible note. Worth a second pass; the options angle keeps coming back.
- Memex → DAU → GTM. Worth a second pass; the memex angle keeps coming back.
- Delaware → incident → vision. Worth a second pass; the delaware angle keeps coming back.
Last touch: replied on email, owe a follow-up next week. Context they care about is mostly in projects/.