Working doc on Rio Singh. Open questions inline.
Related: Ari Mehta, Cyrus Garcia.
Cross-section thread: deep-dive moat 2546. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Saas → principle → experiment. Worth a second pass; the saas angle keeps coming back.
- Playbook → SAFE → playbook. Worth a second pass; the playbook angle keeps coming back.
Last touch: replied on email, owe a follow-up next week. Context they care about is mostly in projects/.