m3taversal 7147b4850d Auto: 6 files | 6 files changed, 271 insertions(+)		2026-03-06 16:25:32 +00:00
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archive	rio: extract 1 claim — dutch-auction dynamic bonding curves for token launch pricing	2026-03-06 08:10:51 -07:00
Aschenbrenners Q4 2025 pivot from chips to power infrastructure demonstrates real-time attractor state refinement as the bottleneck shifted from compute to electricity.md	Auto: 6 files | 6 files changed, 271 insertions(+)	2026-03-06 16:25:32 +00:00
leopold-aschenbrenner-situational-awareness-research.md	Auto: 6 files | 6 files changed, 271 insertions(+)	2026-03-06 16:25:32 +00:00
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	Auto: 6 files | 6 files changed, 271 insertions(+)	2026-03-06 16:25:32 +00:00
publishing investment analysis openly before raising capital inverts hedge fund secrecy and builds credibility that attracts LPs who can independently evaluate the thesis.md	Auto: 6 files | 6 files changed, 271 insertions(+)	2026-03-06 16:25:32 +00:00
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	Auto: 6 files | 6 files changed, 271 insertions(+)	2026-03-06 16:25:32 +00:00
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	Auto: 6 files | 6 files changed, 271 insertions(+)	2026-03-06 16:25:32 +00:00