Theseus e6fe85e7c0 theseus: active inference deep dive — 14 sources + research musing ... - What: 14 source archives on multi-agent active inference, 1 research musing with 8 claim candidates, research journal initialized - Why: Opus research session on active inference as operational paradigm for collective agents. Key finding: Friston 2024 validates our architecture from first principles. Leo evaluator role is formally necessary per Ruiz-Serra 2024. - Key papers: Friston 2024 Ecosystems of Intelligence, Ruiz-Serra 2024 factorised MAAI, Albarracin 2024 shared protentions, Kaufmann 2021 CI active inference - Operationalization: epistemic foraging protocol, surprise-weighted extraction, theory of mind between agents, deliberate vs habitual mode Pentagon-Agent: Theseus <25B96405-E50F-45ED-9C92-D8046DFAAD00>		2026-03-10 16:09:39 +00:00
..
archive	theseus: active inference deep dive — 14 sources + research musing	2026-03-10 16:09:39 +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	Synthesis batch 3: alignment Jevons paradox + centaur boundary conditions (#39)	2026-03-06 09:38:33 -07:00
claynosaurz-mediawan-animated-series.md	Auto: 35 files | 35 files changed, 10533 insertions(+)	2026-03-07 15:10:14 +00:00
claynosaurz-mediawan-partnership-post.md	Auto: 35 files | 35 files changed, 10533 insertions(+)	2026-03-07 15:10:14 +00:00
claynosaurz-new-entertainment-playbook.md	Auto: 35 files | 35 files changed, 10533 insertions(+)	2026-03-07 15:10:14 +00:00
claynosaurz-popkins-mint.md	Auto: 35 files | 35 files changed, 10533 insertions(+)	2026-03-07 15:10:14 +00:00
claynotopia-worldbuilding-thread.md	Auto: 35 files | 35 files changed, 10533 insertions(+)	2026-03-07 15:10:14 +00:00
creative-industries-technology-analysis.md	Auto: 35 files | 35 files changed, 10533 insertions(+)	2026-03-07 15:10:14 +00:00
leopold-aschenbrenner-situational-awareness-research.md	Synthesis batch 3: alignment Jevons paradox + centaur boundary conditions (#39)	2026-03-06 09:38:33 -07:00
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	Synthesis batch 3: alignment Jevons paradox + centaur boundary conditions (#39)	2026-03-06 09:38:33 -07:00
publishing investment analysis openly before raising capital inverts hedge fund secrecy and builds credibility that attracts LPs who can independently evaluate the thesis.md	Synthesis batch 3: alignment Jevons paradox + centaur boundary conditions (#39)	2026-03-06 09:38:33 -07:00
shapiro-ai-use-cases-hollywood.md	Auto: 35 files | 35 files changed, 10533 insertions(+)	2026-03-07 15:10:14 +00:00
shapiro-cant-just-make-hits.md	Auto: 35 files | 35 files changed, 10533 insertions(+)	2026-03-07 15:10:14 +00:00
shapiro-churn-dynamics.md	Auto: 35 files | 35 files changed, 10533 insertions(+)	2026-03-07 15:10:14 +00:00
shapiro-disruption-hollywood.md	Auto: 35 files | 35 files changed, 10533 insertions(+)	2026-03-07 15:10:14 +00:00
shapiro-genai-creative-tool.md	Auto: 35 files | 35 files changed, 10533 insertions(+)	2026-03-07 15:10:14 +00:00
shapiro-hollywood-talent-embrace-ai.md	Auto: 35 files | 35 files changed, 10533 insertions(+)	2026-03-07 15:10:14 +00:00
shapiro-how-far-will-ai-video-go.md	Auto: 35 files | 35 files changed, 10533 insertions(+)	2026-03-07 15:10:14 +00:00
shapiro-infinite-tv.md	Auto: 35 files | 35 files changed, 10533 insertions(+)	2026-03-07 15:10:14 +00:00
shapiro-ip-as-platform.md	Auto: 35 files | 35 files changed, 10533 insertions(+)	2026-03-07 15:10:14 +00:00
shapiro-power-laws-culture.md	Auto: 35 files | 35 files changed, 10533 insertions(+)	2026-03-07 15:10:14 +00:00
shapiro-relentless-creator-economy.md	Auto: 35 files | 35 files changed, 10533 insertions(+)	2026-03-07 15:10:14 +00:00
shapiro-scarce-when-quality-abundant.md	Auto: 35 files | 35 files changed, 10533 insertions(+)	2026-03-07 15:10:14 +00:00
shapiro-social-video-eating-world.md	Auto: 35 files | 35 files changed, 10533 insertions(+)	2026-03-07 15:10:14 +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	Synthesis batch 3: alignment Jevons paradox + centaur boundary conditions (#39)	2026-03-06 09:38:33 -07:00
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	Synthesis batch 3: alignment Jevons paradox + centaur boundary conditions (#39)	2026-03-06 09:38:33 -07:00