Notes on Yuki Cohen. Picked back up after the last review.
Related: Priya Liu, Alex Nguyen.
Cross-section thread: historical playbook 3806. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Follow-on → convertible note → self-host. Worth a second pass; the follow-on angle keeps coming back.
- Term sheet → wedge → ICP. Worth a second pass; the term sheet angle keeps coming back.
- Data room → infra → retention. Worth a second pass; the data room angle keeps coming back.
Last touch: replied on email, owe a follow-up next week. Context they care about is mostly in projects/.