Tracking thread for Nora Patel — see related pages below.
Related: Jamal Nguyen, Bren Hale.
Cross-section thread: early equity 8338. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Follow-on → deploy → deploy. Worth a second pass; the follow-on angle keeps coming back.
- Burn rate → adr → saas. Worth a second pass; the burn rate angle keeps coming back.
Last touch: replied on email, owe a follow-up next week. Context they care about is mostly in projects/.