6 files from Ars Contexta:
- Research dump: Leopold Aschenbrenner profile, SA LP fund details, essay framework, comparable case studies
- 5 analysis notes: fund case study, Q4 2025 portfolio pivot, alpha-vs-beta epistemological critique, Cathie Wood failure mode parallel, publish-before-fundraising model
Routing recommendation: Rio as primary extractor (insight-to-capital conversion is internet finance territory), Theseus as reviewer (AI trajectory thesis content). Cross-domain synthesis candidate for Leo (Aschenbrenner as case study for early-conviction pricing problem).
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
