Library
One index over the firm’s output — documentation, memos, research papers, posts, and conclusions — plus the outside material it reads. Filter by type; each item opens in the same reading layout. Provenance is the load-bearing column and is shown on every row.
The firm believes that higher education's core value lies not in transmitting information—a function AI now performs—but in cultivating the human capacity to think deeply about complicated questions and to be transformed by unexpected intel…
The firm believes that higher education's core value lies not in transmitting information—a function AI now performs—but in cultivating the human capacity to think deeply about complicated questions and to be transformed by unexpected intel…
The firm believes that critical thinking stands as essential preparation for an AI-augmented world, yet the firm also holds that critical thinking alone—without deliberate intellectual curation—may prove insufficient as a counterweight to A…
The firm holds a nuanced position on higher education's purpose and future. Rather than viewing universities primarily through the lens of financial return or vocational training, the firm believes educational institutions serve multiple, i…
The firm believes that contemporary discourse about higher education often reduces the institution to a single dimension—either financial return on investment or practical skill acquisition—when the evidence suggests universities serve mult…
The firm holds a nuanced position on higher education's purpose and future. Rather than viewing universities primarily through the lens of financial return or career training, the firm believes institutions serve multiple, equally legitimat…
The firm faces a persistent tension in how it evaluates educational institutions and their use of emerging technologies. On one side, it endorses the principle that meaningful education transforms students through unexpected intellectual en…
The firm holds that meaningful higher education fundamentally depends on the capacity for unexpected intellectual transformation through human encounter. This conviction shapes how the firm evaluates both the promise and peril of technologi…
Our current economics models are horribly wrong. These slides discuss what they are missing and how to address it.
Theseus Codex is the website face of a research and investment firm whose product is its recorded reasoning. Three programs work together: a desktop recorder that turns spoken conversation into structured transcripts, a background workshop …
Everything the firm reads or records is broken into atomic evidence claims, embedded, clustered by meaning, distilled into principles, and — when the firm is willing to commit — promoted into vetted positions that carry a falsifiability lay…
The Oracle is the firm's question-answering surface. It does not run a free chat against a foundation model; it answers from the firm's corpus and refuses, or warns, when the corpus is too thin. Every quoted span must appear verbatim in the…
Currents is the firm's live commentary surface. A scheduler pulls recent public posts in, runs each through a significance floor and a relevance gate, and either writes a short citation-grounded opinion or abstains. Every published opinion …
The Forecasts surface tracks markets on Polymarket and Kalshi, retrieves relevant firm conclusions, and builds a deterministic decision trace for each market. Live trading requires eight successive human gates; paper mode is the default. Af…
A small number of actions concentrate in the operator role: publishing to the public site, signing the quarterly methodology review, flipping kill switches, authorizing real-money trades, removing material the firm has cited publicly, and m…
The system was rebuilt around a different idea about what it should store. Earlier, the extractor produced first-person summaries of what an author seemed to be saying. The firm cannot act on that. The pipeline was reshaped so the stored ob…