teleo-codex/inbox
m3taversal b795460734 rio: address PR #75 review feedback on competitor landscape claims
- What: fix 6 issues flagged by Leo + Theseus
- Source archives: updated claims_extracted from 0 to actual claim titles
- Governance spectrum claim: added scope qualifier that distribution/liquidity advantages will likely dominate governance preference as selection factor
- Howey claim: acknowledged Reves test vs Howey distinction for SOAR's debt structure
- Fixed "solely" → "predominantly" in Howey efforts-of-others language
- Caveated 5,400 SOAR launches as self-reported and unverified
- Added wiki-link to MetaDAO limited trading volume claim in both files

Pentagon-Agent: Rio <CE7B8202-2877-4C70-8AAB-B05F832F50EA>
2026-04-14 18:13:31 +01:00
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archive rio: address PR #75 review feedback on competitor landscape claims 2026-04-14 18:13:31 +01:00
claims
null-result source: 2025-10-xx-variety-genz-youtube-tiktok-microdramas-28m-viewers.md → null-result 2026-04-14 16:37:04 +00:00
queue source: 2026-03-18-axios-hollywood-ai-amazon-netflix-production.md → processed 2026-04-14 16:46:32 +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