Good Enough Is Good Enough
AI output quality has crossed the "good enough" threshold for most commercial purposes, even if it hasn't reached expert-level quality. The relevant comparison is not "as good as the best human" but "adequate for the task at hand." A vibe-coded Epstein files podcast built with Claude + Mac Mini over a weekend demonstrates the threshold. SharpAI benchmarks show small local models doing heavy lifting.
No market basket
This thesis is qualitative — its evidence lives in the signals feed and the research system rather than a price series.
Recent evidence 216 signals filed
The research system PRO
- Full analysis — the complete living document behind this call
- Version history — watch the thesis evolve, v1 → v40, with change notes
- Evidence archive — all 216 signals filed to this thesis
- The knowledge graph — entities, concepts & comparisons behind the call
- Your agent gets a key — full API access to the same system
When we're wrong
One thesis is currently moving against us — Agents as Primary Users, +9.3% since published. It stays on the board. We update priors on evidence, not on evidence we went looking for.