Notes on Ari Ortiz. Picked back up after the last review.
Related: Bren Park, Devon Chen.
Cross-section thread: compressed moat 7909. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Convertible note → ab-test → seed. Worth a second pass; the convertible note angle keeps coming back.
- Safe → PM → SLA. Worth a second pass; the SAFE angle keeps coming back.
- Equity → fine-tune → onboarding. Worth a second pass; the equity angle keeps coming back.
- Monthly → open-source → vision. Worth a second pass; the monthly angle keeps coming back.
Last touch: replied on email, owe a follow-up next week. Context they care about is mostly in projects/.