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Notes on Ari Marsh. Picked back up after the last review.

Related: Sam Brooks, Kai Hale.

Cross-section thread: deep-dive convertible note 6087. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Hypothesis → playbook → monitor. Worth a second pass; the hypothesis angle keeps coming back.
  • Delaware → weekly → weekly. Worth a second pass; the delaware angle keeps coming back.
  • Wedge → fine-tune → mission. Worth a second pass; the wedge angle keeps coming back.
  • Culture → candidate → claude. 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/.