Working doc on Ari Hale. Open questions inline.
Related: Quinn Brooks, Wren Kim.
Cross-section thread: blocked data room 9986. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Dau → trademark → ICP. Worth a second pass; the DAU angle keeps coming back.
- Training → post-money → postmortem. Worth a second pass; the training angle keeps coming back.
- Memory → diligence → pitch. Worth a second pass; the memory angle keeps coming back.
- Advisor → context → fine-tune. Worth a second pass; the advisor angle keeps coming back.
Last touch: replied on email, owe a follow-up next week. Context they care about is mostly in projects/.