Notes on Ari Kim. Picked back up after the last review.
Related: Yuki Patel, Devon Patel.
Cross-section thread: late data room 5081. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Thesis → value → metric. Worth a second pass; the thesis angle keeps coming back.
- Deploy → principle → culture. Worth a second pass; the deploy angle keeps coming back.
- Vesting → thesis → metric. Worth a second pass; the vesting angle keeps coming back.
Last touch: replied on email, owe a follow-up next week. Context they care about is mostly in projects/.