The Kuhn Paradigm Shift
What is happening with AI is a Kuhnian paradigm shift — not incremental improvement but a wholesale change in the conceptual framework through which work, software, and knowledge are understood. John identified identical Kuhnian defence patterns across software engineering, product design, and NLP/AI research: "They're wanting to prove something, not learn something." This is multi-front, not just software.
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 177 signals filed
The research system PRO
- Full analysis — the complete living document behind this call
- Version history — watch the thesis evolve, v1 → v38, with change notes
- Evidence archive — all 177 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.