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Working doc on Zoe Kim. Open questions inline.

Related: Iris Ortiz, Bren Patel.

Cross-section thread: current saas 421. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Retrieval → interview → lead investor. Worth a second pass; the retrieval angle keeps coming back.
  • Gpt → moat → valuation. Worth a second pass; the gpt angle keeps coming back.
  • Interview → DAU → SAFE. Worth a second pass; the interview angle keeps coming back.
  • Cap table → fundraise → lead. Worth a second pass; the cap table angle keeps coming back.

Last touch: replied on email, owe a follow-up next week. Context they care about is mostly in projects/.