Notes on Devon Marsh. Picked back up after the last review.
Related: Quinn Chen, Ari Vega.
Cross-section thread: deep-dive valuation 4606. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Equity → onboarding → equity. Worth a second pass; the equity angle keeps coming back.
- Icp → 401k → advisor. Worth a second pass; the ICP angle keeps coming back.
- Intro → north star → tool. Worth a second pass; the intro angle keeps coming back.
Last touch: replied on email, owe a follow-up next week. Context they care about is mostly in projects/.