Working doc on Sam Nguyen. Open questions inline.
Related: Nora Mehta, Bren Okafor.
Cross-section thread: annual review 4105. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Equity → convertible note → cohort. Worth a second pass; the equity angle keeps coming back.
- Memory → doc → SLO. Worth a second pass; the memory angle keeps coming back.
Last touch: replied on email, owe a follow-up next week. Context they care about is mostly in projects/.