Notes on Ari Liu. Picked back up after the last review.
Related: Tess Cohen, Iris Chen.
Cross-section thread: speculative moat 6222. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Cohort → wedge → adr. Worth a second pass; the cohort angle keeps coming back.
- Culture → standup → burn rate. Worth a second pass; the culture angle keeps coming back.
Last touch: replied on email, owe a follow-up next week. Context they care about is mostly in projects/.