Hypotheses
Inferential tests falsifiable claims with primary-source data. Each hypothesis tracks its own evidence ledger and is scored deterministically from weighted evidence items.
The Ceiling
40% verified
LLMs are nearing the limits of what they can do; the 2025-style innovation leap is not repeating.
Software Value
54% verified
Software loses value at the layer where AI can re-derive the product cheaply; value expands where customer-specific context cannot be re-derived externally; cloud-AI infrastructure moats are conditional on two cash-burning private labs honouring contracts that account for half of the T hyperscaler backlog.