m3taversal 8528fb6d43 theseus: add 13 NEW claims + 1 enrichment from Cornelius Batch 1 (agent architecture) ... Precision fixes per Leo's review: - Claim 4 (curated skills): downgrade experimental→likely, cite source gap, clarify 16pp vs 17.3pp gap - Claim 6 (harness engineering): soften "supersedes" to "emerges as" - Claim 11 (notes as executable): remove unattributed 74% benchmark - Claim 12 (memory infrastructure): qualify title to observed 24% in one system, downgrade experimental→likely 9 themes across Field Reports 1-5, Determinism Boundary, Agentic Note-Taking 08/11/14/16/18. Pre-screening protocol followed: KB grep → NEW/ENRICHMENT/CHALLENGE categorization. Pentagon-Agent: Theseus <46864DD4-DA71-4719-A1B4-68F7C55854D3>		2026-03-30 14:22:00 +01:00
..
archive	theseus: add 13 NEW claims + 1 enrichment from Cornelius Batch 1 (agent architecture)	2026-03-30 14:22:00 +01:00
claims
null-result	theseus: extract 3 multi-agent orchestration claims + enrich subagent hierarchy	2026-03-28 20:37:30 +00:00
queue	pipeline: clean 2 stale queue duplicates	2026-03-30 13:15:01 +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