Notes on Devon Okafor. Picked back up after the last review.
Related: Sam Garcia, Sam Brooks.
Cross-section thread: stalled lora 4002. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Sla → vector → design review. Worth a second pass; the SLA angle keeps coming back.
- Dau → burn rate → convertible note. Worth a second pass; the DAU angle keeps coming back.
- Pitch → memory → bottleneck. Worth a second pass; the pitch angle keeps coming back.
- Diligence → long-term → GTM. Worth a second pass; the diligence angle keeps coming back.
Last touch: replied on email, owe a follow-up next week. Context they care about is mostly in projects/.