The 36-Day Arc — Donna Inception to Escape Velocity

Annual Base

HK$260k+

Sourcy signed, pipeline building

Products Shipped

Donna, Kain, Brandy, BC Mgr, Math, Jovy

Revenue Streams

Active or signed as of Feb 22

Daily Reports

Days Donna was running

The Arc — Four Phases

Phase 1 — Inception (Jan 17–25) Donna comes online. GenieFriends winds down. Japan trip happens. First Sourcy UX prototype ships. The assistant is a concept — not yet a business.

Phase 2 — Network Sprint (Jan 26–Feb 8) Most packed social week of the year. Carl run, Alex breakfast, Lydia lunch, Marco coffee, Anthea dinner — all in 48 hours. Singapore trip: Wenhao wedding, Vincent, Admond. Sourcy contract begins negotiating. Talent Coop emerges. Ilona surfaces with €500k potential.

Phase 3 — Consolidation (Feb 9–16) 12 active projects identified. /criticallyassess run. Cut from 12 → 3 active projects. Blackring, Kain, HomePilot, Avet shelved. Sourcy contract SIGNED Feb 14. Project discipline restores deep work capacity.

Phase 4 — Execution (Feb 17–22) Weekend of demos. Math engine: 45/45 DSE score. Blue-Collar Manager flow: 100% accuracy locally. Vincent Li becomes first paying research customer. Jovy batch 2 delivered. Shirley Wong inbound. Multiple organic leads — no outbound needed.

Full Replay — Every Day

Week 1 — Jan 17–25 · Inception + Japan

Sat Jan 17

Donna Inception.milestone Personal assistant system fully live via WhatsApp. GenieFriends final accounting with Wenhao + Angel (~$50k expenses). Conrad Ho breakfast lined up. Japan trip confirmed.

Sun Jan 18

Copper Lau wedding attended — Pickupp reunion. Jeffrey Yu call: Blackring marketing interest, wife runs agency. Shannon Chan: China-Cambodia sourcing contact flagged.

Mon Jan 19

Conrad Ho + Renee breakfast — Talent Coop intro, ops role discussion (10hr/week). Departed for Japan. Eugene Sourcy call: SR funnel + bot architecture deep dive.

Jan 20–24

Japan trip (Osaka → Shirahama). Conrad Cheung co-trip. Sushi, onsen, board games, furniture shopping. Kimberly Blackring guidance (ring SDK motion tracking). Tom Mong: AI browser idea. Alice Wong birthday dinner (Jan 24) — Aon wellness proposal discussed. Nanase reconnected.

Sat Jan 25

First Sourcy UX Prototype shipped.build Demo video sent to Karl + Eugene group. Subvert Johnny co-work locked (Mon 26). Chaky, Marco, Anthea all confirmed for next week.

Week 2 — Jan 26–Feb 1 · Network Sprint + Singapore

Mon Jan 26

Most packed single day. Ronald Yeo coffee (11am TST, GEO agency opportunity). Sheldon Li lunch (post-Japan reconnect). Subvert Johnny + VR Blackring co-work (Soho House). Anthea Suen dinner (7pm TST). Dunbar at 59/150.

Tue Jan 27

Carl Li morning run (7am Central Pier). Alex breakfast (K11 TST, 10am). Lydia Lau lunch (KT, 12nn). Marco Yau coffee (Pret QB, ~4pm). Sourcy bot demo video sent to group: WhatsApp → supplier access concept. Alice Aon proposal finalized (4 packages, $30k–$68k).

Wed Jan 28

Bobby Chan lunch (CWB). Catherine apartment move — full day helper. Yinlaam reconnected (in HK for 2 weeks, coffee planned).

Thu Jan 29

Yinlaam lunch (CWB Yakiniku Kakura). Doctor visit for health consultation.

Fri Jan 30

Singapore trip begins. Vincent + Pam dinner. Network expansion in SG.

Sat Jan 31

Xuan breakfast (Raffles, 10am). Wenhao Dong wedding — ceremony + post-wedding dinner (Singapore Cricket Club). Erica Ding connection.

Sun Feb 1

Alan Chan brunch (SG). Erica Ding follow-up — good chemistry. Karl Sourcy call moved from Feb 1 → Feb 3.

Week 3 — Feb 2–8 · Deals Begin

Mon Feb 2

Return from Singapore. GenieFriends wind-down accounting continues. Relationship maintenance pass.

Tue Feb 3

Karl Sourcy retainer call. Negotiation begins: HKD 20k/mo + equity ask. Admond coffee (Starbucks Guoco Tower, 12:30pm) — Jeremy Au intro + Rocket Academy Kai intro offered.

Wed Feb 4

CUHK Colonoscopy — all clear.health No medication needed. Follow-up: May 8. Relief. Same day: Sourcy contract terms agreed.HK$20k/mo Kain iOS app shipped to TestFlight.build Tom Mong as external tester. Ilona Feb 13 meeting locked (€500k+ investor).

Thu Feb 5

Inner Circle gathering — 27 GenieFriends attendees. Vincent Li attending. Wenhao pest control: Repair.sg confirmed as first paying customer$50/cam/mo. Talent Coop call: Leslie proposes 10% profit share.

Fri Feb 6

Sourcy Brandy demo landing page deployed.build CNY planning. Raymond packaging pilot (B2B Donna use case) in discussion.

Sun Feb 8

Leo Ho meeting (HKU smart glasses + digital avatar research). Blackring progress call. Alice gender reveal (Feb 8 — baby due May 2026).

Week 4 — Feb 9–15 · Consolidation

Mon Feb 9

Burnout signal + /criticallyassess.pivot 12+ active projects identified. Emergency triage: cut to 3 active (Donna, Sourcy, Distribution). Shelved: Kain, avet, Blackring, HomePilot, Agent Creator Directory, Talent Coop (to passive). GenieFriends 70+ relationships confirmed independent of brand.

Tue Feb 10

Wenhao SZ hardware trip. Sourced portable cameras (350–390 RMB). Karl contract amendment spotted (doc showed HKD 16k, agreed HKD 20k — flagged to Villy). Raymond B2B packaging pilot stuck.

Wed Feb 11

CNY prep. Jeffrey Ng AI personal finance chat (Claude Code Pro user). Sourcy full-team sync with Karl, Eugene, Lokesh.

Thu Feb 12

Tooth checked (dental visit). Kimberly + Carson Yau check-ins. Distribution content planning.

Fri Feb 13

Ilona in-person meeting — €500k+ investor discussion. DD concerns raised (€600M revenue claims vague). Wenhao: NinjaVan + cleaning co B2B validation meetings. First real enterprise prospects.

Sat Feb 14

Sourcy contract SIGNED.HK$20k/mo + 0.375% ESOP The financial anchor is locked. Valentine's home hotpot with Catherine at new apartment. Relationship milestone.

Sun Feb 15

Penny token cost masterclass. $40/mo total ($20 ChatGPT + $20 Claude). Roasted Eric's $300/day spend. Key: use Sonnet not Opus, compact at 30K+ tokens. Leslie/Renee math research begins — first AI scoring tests.

Week 5 — Feb 16–22 · Deep Execution

Mon Feb 16

The Great Consolidation finalized.strategy 3+1 framework locked: Donna (#1 urgent), Wenhao Blue-Collar AI (#2), Dunbar (#3), Sourcy (anchor, 10–20% cap). Blackring officially shelved. Massive deep work bandwidth restored.

Tue Feb 17

Jovy Yu inbound — PicPet content partnership. Batch 1 content delivered. HKD 3,500/mo proposed for ongoing. Sourcy Brandy activation bot work begins.

Wed Feb 18

Mac Mini server live — Donna compute backend.infra Talent Coop math research: Claude Sonnet scores 45/45 on DSE practice set. Proof the AI tutoring engine works. Vincent Li research sprint proposed.

Thu Feb 19

Talent Coop deal CLOSED.HK$20k/mo floor + 10% equity Leslie + Renee formally accept. 3-month trial structure. Began building math question bank architecture immediately. Shirley Wong organic inbound — retreat/program signup automation pain. Mon Feb 23 coffee confirmed (Cactus Central).

Fri Feb 20

Vincent Li research sprint agreed.HK$1.8k / 25 runs First paying organic customer for the research engine. 1am+ build session on vision pipeline. Jovy Threads content being tested live.

Sat Feb 21

Blue-Collar AI Manager Capture: 100% accuracy.build No stickers needed — video capture works purely on instruction. Dental visit rescheduled + completed. Sourcy: Daniel shares 157 supplier rules/scenarios. Jovy Batch 2 delivered. Late-night build.

Sun Feb 22

Rest day (mostly). Wenhao offered HKD 1k to split API costs. Penny excited about agent teams — call incoming. Sourcy: Lokesh as PIC, Activation Bot at 80% focus. Status: multiple demos live, awaiting client feedback. Token cost crisis active but solutions emerging.

Revenue Tracker

Stream	Amount	Type	Status
Sourcy / Brandy	HKD 20k/mo + 0.375% ESOP	Retainer	Signed Feb 14
Talent Coop / Essai	HKD 20k/mo floor + 10% equity	Retainer + equity	Closed Feb 19
Vincent Li — Research	HKD 1.8k / 25 runs (3-week sprint)	Per-output	Agreed Feb 20
Wenhao — Pest Control AI	$50/camera/month	SaaS	First customer Feb 5
Jovy — PicPet Content	HKD 3,500/mo	Retainer	Proposed
Shirley Wong — Ops Automation	TBD	Project	Coffee Feb 23

Sourcy (annual)

HK$240k

Talent Coop (annual)

HK$240k

Jovy (annual est.)

HK$42k

Goal

HK$1M/yr

Signed streams: HKD 480k/yr. Goal: HKD 1M. Gap: HKD 520k — approximately 2–3 more Sourcy-sized contracts.

Project Status — Feb 22

Project	Priority	Last Ship	Next
Donna (Research Engine)	#1 Urgent	Vincent sprint agreed Feb 20	Shirley demo Feb 23, Raymond decision
Wenhao Blue-Collar AI	#2 Active	Manager capture 100% accuracy Feb 21	Phones arrive ~Feb 24–26, production test
Talent Coop / Essai	#3 Building	Math engine: 45/45 DSE Feb 18	Token cost fix, formal acceptance letter
Sourcy / Brandy	10–20% cap	Activation Bot ongoing	Eval scoring Feb 25 (10 convos vs 5 criteria)
Kain iOS	Closed	TestFlight shipped Feb 4	Pipeline validated, shelved
Blackring	Deprioritized	Co-work Jan 26	Pending marketing cofounder

Network — Dunbar Progress

68 curated contacts Goal: 150

Inner circle (≤5)

~3 active

Close (≤15)

~12

Friends (≤50)

~35

Network (≤150)

68 / 150

Strategy: content-led inbound over mechanical outreach. Shirley, Vincent, Jovy — all came to Eric, not the reverse.

Next 7 Days — Critical Milestones

Date	Event	Stakes
Mon Feb 23	Shirley Wong coffee (Cactus Central, 1:30pm)	Donna demo — potential new paying client
Tue Feb 24–26	Wenhao phones arrive from China	First production hardware test for BC AI
Tue Feb 25	Sourcy Activation Bot eval scoring	10 real convos vs 5 Eugene success conditions
Thu Feb 26	Sourcy weekly sync (2pm, Karl + full team)	Direction check for March sprint
This week	Talent Coop formal acceptance letter	Lock HKD 20k/mo floor in writing
This week	Penny call — agent teams masterclass	Technical learning, relationship warmth
Ongoing	Token cost optimization	Wenhao HKD 1k split, Qwen migration, Cursor Ultra

Assessment — Feb 22

The flywheel is turning. Three organic leads arrived without outbound in a single week (Vincent, Jovy, Shirley). Two contracts signed totalling HKD 480k/yr annualised. The research engine works — Vincent is paying for it. The Blue-Collar AI manager flow works locally at 100% accuracy.

The gap to HKD 1M/yr is ~HKD 520k. That is approximately 2–3 more Sourcy-sized retainers, or Talent Coop + Jovy closing + one more organic inbound. The trajectory is clear.

Risks: Token cost crisis ($1k USD/week pace) needs to be resolved before it limits execution. Raymond packaging still stuck — decision overdue. Talent Coop formal acceptance letter still pending.

Guiding principle holding: Organic over mechanical. Simple over complex. Ship over perfect. Quality over quantity.

Health checkpoint Colonoscopy clear (Feb 4). Tooth checked (Feb 12). Morning runs maintained through most of the period. Multiple 1am+ build sessions in Feb 21 week — watch sleep. CNY period had no exercise logged. The work pace is high; protect recovery.