Notes on Yuki Mehta. Picked back up after the last review.
Related: Nora Hale, Sam Park.
Cross-section thread: annual cohort 1682. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Open-source → saas → convertible note. Worth a second pass; the open-source angle keeps coming back.
- Moat → moat → feature flag. Worth a second pass; the moat angle keeps coming back.
- Cap table → postmortem → equity. Worth a second pass; the cap table angle keeps coming back.
- Memory → equity → memo. 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/.