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_map.md
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leo: foundations audit — 7 moves, 4 deletes, 3 condensations, 10 confidence demotions, 23 type fixes, 1 centaur rewrite
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2026-03-07 11:56:38 -07:00 |
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attractor states provide gravitational reference points for capital allocation during structural industry change.md
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leo: foundations audit — 7 moves, 4 deletes, 3 condensations, 10 confidence demotions, 23 type fixes, 1 centaur rewrite
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2026-03-07 11:56:38 -07:00 |
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disruptors redefine quality rather than competing on the incumbents definition of good.md
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leo: foundations audit — 7 moves, 4 deletes, 3 condensations, 10 confidence demotions, 23 type fixes, 1 centaur rewrite
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2026-03-07 11:56:38 -07:00 |
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economic complexity emerges from the diversity and exclusivity of nontradable capabilities not from tradable inputs.md
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leo: foundations audit — 7 moves, 4 deletes, 3 condensations, 10 confidence demotions, 23 type fixes, 1 centaur rewrite
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2026-03-07 11:56:38 -07:00 |
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good management causes disruption because rational resource allocation systematically favors sustaining innovation over disruptive opportunities.md
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leo: foundations audit — 7 moves, 4 deletes, 3 condensations, 10 confidence demotions, 23 type fixes, 1 centaur rewrite
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2026-03-07 11:56:38 -07:00 |
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human needs are finite universal and stable across millennia making them the invariant constraints from which industry attractor states can be derived.md
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leo: remove 21 duplicates + fix domain:livingip in 204 files
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2026-03-06 09:11:51 -07:00 |
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incumbents fail to respond to visible disruption because external structures lag even when executives see the threat clearly.md
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leo: remove 21 duplicates + fix domain:livingip in 204 files
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2026-03-06 09:11:51 -07:00 |
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industries are need-satisfaction systems and the attractor state is the configuration that most efficiently satisfies underlying human needs given available technology.md
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leo: foundations audit — 7 moves, 4 deletes, 3 condensations, 10 confidence demotions, 23 type fixes, 1 centaur rewrite
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2026-03-07 11:56:38 -07:00 |
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industry transitions produce speculative overshoot because correct identification of the attractor state attracts capital faster than the knowledge embodiment lag can absorb it.md
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leo: remove 21 duplicates + fix domain:livingip in 204 files
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2026-03-06 09:11:51 -07:00 |
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inflection points invert the value of information because past performance becomes a worse predictor while underlying human needs become the only stable reference frame.md
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leo: foundations audit — 7 moves, 4 deletes, 3 condensations, 10 confidence demotions, 23 type fixes, 1 centaur rewrite
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2026-03-07 11:56:38 -07:00 |
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knowledge embodiment lag means technology is available decades before organizations learn to use it optimally creating a productivity paradox.md
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leo: remove 21 duplicates + fix domain:livingip in 204 files
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2026-03-06 09:11:51 -07:00 |
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network effects create winner-take-most markets because each additional user increases value for all existing users producing positive feedback that concentrates market share among early leaders.md
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theseus: foundations follow-up + Claude's Cycles research program (11 claims) (#50)
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2026-03-07 15:19:27 -07:00 |
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one year of outperformance is insufficient evidence to distinguish alpha from leveraged beta because concentrated thematic funds nearly always outperform during sector booms.md
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rio: Aschenbrenner extraction — 3 standalone claims + 2 enrichments + 1 archive (#40)
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2026-03-06 09:37:06 -07:00 |
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pioneers prove concepts but fast followers with better capital allocation capture most long-term value in industry transitions.md
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leo: remove 21 duplicates + fix domain:livingip in 204 files
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2026-03-06 09:11:51 -07:00 |
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products are crystallized imagination that augment human capacity beyond individual knowledge by embodying practical uses of knowhow in physical order.md
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leo: foundations audit — 7 moves, 4 deletes, 3 condensations, 10 confidence demotions, 23 type fixes, 1 centaur rewrite
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2026-03-07 11:56:38 -07:00 |
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proxy inertia is the most reliable predictor of incumbent failure because current profitability rationally discourages pursuit of viable futures.md
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leo: remove 21 duplicates + fix domain:livingip in 204 files
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2026-03-06 09:11:51 -07:00 |
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teleological investing answers three questions in sequence -- where must the industry go and where in the stack will value concentrate and who will control that position.md
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leo: foundations audit — 7 moves, 4 deletes, 3 condensations, 10 confidence demotions, 23 type fixes, 1 centaur rewrite
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2026-03-07 11:56:38 -07:00 |
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teleological investing is Bayesian reasoning applied to technology streams because attractor state analysis provides the prior and market evidence updates the posterior.md
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leo: foundations audit — 7 moves, 4 deletes, 3 condensations, 10 confidence demotions, 23 type fixes, 1 centaur rewrite
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2026-03-07 11:56:38 -07:00 |
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teleological investing is structurally contrarian because most market participants are local optimizers whose short time horizons systematically undervalue long-horizon convergence plays.md
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leo: remove 21 duplicates + fix domain:livingip in 204 files
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2026-03-06 09:11:51 -07:00 |
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the atoms-to-bits spectrum positions industries between defensible-but-linear and scalable-but-commoditizable with the sweet spot where physical data generation feeds software that scales independently.md
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leo: foundations audit — 7 moves, 4 deletes, 3 condensations, 10 confidence demotions, 23 type fixes, 1 centaur rewrite
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2026-03-07 11:56:38 -07:00 |
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the personbyte is a fundamental quantization limit on knowledge accumulation forcing all complex production into networked teams.md
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leo: foundations audit — 7 moves, 4 deletes, 3 condensations, 10 confidence demotions, 23 type fixes, 1 centaur rewrite
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2026-03-07 11:56:38 -07:00 |
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three attractor types -- technology-driven knowledge-reorganization and regulatory-catalyzed -- have different investability and timing profiles.md
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leo: foundations audit — 7 moves, 4 deletes, 3 condensations, 10 confidence demotions, 23 type fixes, 1 centaur rewrite
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2026-03-07 11:56:38 -07:00 |
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transparent thesis plus concentrated bets plus early outperformance is structurally identical whether the outcome is spectacular success or catastrophic failure.md
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leo: foundations audit — 7 moves, 4 deletes, 3 condensations, 10 confidence demotions, 23 type fixes, 1 centaur rewrite
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2026-03-07 11:56:38 -07:00 |
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trust is the binding constraint on network size and therefore on the complexity of products an economy can produce.md
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leo: remove 21 duplicates + fix domain:livingip in 204 files
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2026-03-06 09:11:51 -07:00 |
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value in industry transitions accrues to bottleneck positions in the emerging architecture not to pioneers or to the largest incumbents.md
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leo: remove 21 duplicates + fix domain:livingip in 204 files
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2026-03-06 09:11:51 -07:00 |
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when profits disappear at one layer of a value chain they emerge at an adjacent layer through the conservation of attractive profits.md
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leo: remove 21 duplicates + fix domain:livingip in 204 files
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2026-03-06 09:11:51 -07:00 |
