Tracking thread for Jamal Ortiz — see related pages below.
Related: Kai Park, Devon Park.
Cross-section thread: closed wiki 8837. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Wedge → wiki → convertible note. Worth a second pass; the wedge angle keeps coming back.
- Memo → moat → rollback. Worth a second pass; the memo angle keeps coming back.
- Gpt → fine-tune → saas. Worth a second pass; the gpt angle keeps coming back.
- Thesis → lead investor → learning. Worth a second pass; the thesis angle keeps coming back.
Last touch: replied on email, owe a follow-up next week. Context they care about is mostly in projects/.