Tracking thread for Tess Marsh — see related pages below.
Related: Ari Kim, Bree Cohen.
Cross-section thread: expanded prompt 2450. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Series-a → vesting → moat. Worth a second pass; the series-a angle keeps coming back.
- Vision → infra → bottleneck. Worth a second pass; the vision angle keeps coming back.
- Rag → fine-tune → experiment. Worth a second pass; the rag angle keeps coming back.
Last touch: replied on email, owe a follow-up next week. Context they care about is mostly in projects/.