Working doc on Rio Hansen. Open questions inline.
Related: Lena Marsh, Alex Marsh.
Cross-section thread: 2026-09-01 equity. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Memo → agent → equity. Worth a second pass; the memo angle keeps coming back.
- Inference → vesting → SLA. Worth a second pass; the inference angle keeps coming back.
- Vesting → moat → bottleneck. Worth a second pass; the vesting angle keeps coming back.
- Founder → vector → okr. Worth a second pass; the founder angle keeps coming back.
Last touch: replied on email, owe a follow-up next week. Context they care about is mostly in projects/.