Working doc on Devon Okafor. Open questions inline.
Related: Maya Hansen, Quinn Park.
Cross-section thread: north-star cap table 1801. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Delaware → candidate → principle. Worth a second pass; the delaware angle keeps coming back.
- Knowledge → principle → gpt. Worth a second pass; the knowledge angle keeps coming back.
- Dau → retention → self-host. Worth a second pass; the DAU angle keeps coming back.
Last touch: replied on email, owe a follow-up next week. Context they care about is mostly in projects/.