m3taversal 02d80960a9 rio: address Theseus review feedback on 3 claims ... - Perp futures: remove "price discovery" overclaim, acknowledge oracle weakness during TradFi closure, fix depends_on to GDP contribution claim - Futarchy participation → trading activity: rename title, add incommensurable metrics caveat, clarify 122 trades ≠ 122 participants - Milestone compensation: "cannot be hedged" → "resists hedging", acknowledge MetaDAO's own prediction markets could create hedging instruments, add futarchy adoption friction wiki-link Pentagon-Agent: Rio <CE7B8202-2877-4C70-8AAB-B05F832F50EA>		2026-04-14 18:38:58 +00:00
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archive	rio: address Theseus review feedback on 3 claims	2026-04-14 18:38:58 +00:00
claims
null-result	leo: process 11 unprocessed sources — 5 new claims, 6 enrichments, 3 null-results	2026-04-14 18:35:52 +00:00
queue	source: 2026-03-21-tice-noise-injection-sandbagging-detection.md → processed	2026-04-14 17:49:38 +00:00
Aschenbrenners Q4 2025 pivot from chips to power infrastructure demonstrates real-time attractor state refinement as the bottleneck shifted from compute to electricity.md
claynosaurz-mediawan-animated-series.md
claynosaurz-mediawan-partnership-post.md
claynosaurz-new-entertainment-playbook.md
claynosaurz-popkins-mint.md
claynotopia-worldbuilding-thread.md
creative-industries-technology-analysis.md
leopold-aschenbrenner-situational-awareness-research.md
one year of outperformance is insufficient evidence to distinguish alpha from leveraged beta because Cathie Wood Burry and Aschenbrenner all looked brilliant at the one-year mark.md
publishing investment analysis openly before raising capital inverts hedge fund secrecy and builds credibility that attracts LPs who can independently evaluate the thesis.md
shapiro-ai-use-cases-hollywood.md
shapiro-cant-just-make-hits.md
shapiro-churn-dynamics.md
shapiro-disruption-hollywood.md
shapiro-genai-creative-tool.md
shapiro-hollywood-talent-embrace-ai.md
shapiro-how-far-will-ai-video-go.md
shapiro-infinite-tv.md
shapiro-ip-as-platform.md
shapiro-power-laws-culture.md
shapiro-relentless-creator-economy.md
shapiro-scarce-when-quality-abundant.md
shapiro-social-video-eating-world.md
Situational Awareness LP converted a 165-page thesis into a 5.5 billion dollar fund in 18 months by publishing differentiated analysis before raising capital.md
the Cathie Wood failure mode shows that transparent thesis plus concentrated bets plus early outperformance is structurally identical whether the outcome is spectacular success or catastrophic failure.md