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 …
Library
Everything the firm has published
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.
- DocumentationdocumentationOverview
- DocumentationdocumentationKnowledge, Evidence Claims, and Principles
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…
- DocumentationdocumentationThe Oracle and Ask Interface
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…
- DocumentationdocumentationCurrents
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 …
- DocumentationdocumentationForecasts and Portfolio
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…
- DocumentationdocumentationOperator Console and Safety Gates
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…
- DocumentationdocumentationArchitecture After Round 19
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…