Working doc on Rio Cohen. Open questions inline.
Related: Zoe Rossi, Bren Hansen.
Cross-section thread: north-star gpt 9685. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Lead → mission → equity. Worth a second pass; the lead angle keeps coming back.
- Bottleneck → post-money → agent. Worth a second pass; the bottleneck angle keeps coming back.
Last touch: replied on email, owe a follow-up next week. Context they care about is mostly in projects/.