Theses 10 / 19 QUALITATIVE published 05 Apr 2026 · updated 09 May 2026 · v26

Processes Are Harnesses

Organisations, institutions, and business processes are concept/harnesses for humans — structured scaffolding that compensates for human limitations in coordination, memory, and consistent execution. Mark's formulation: "Institutions and organisations are harnesses for humans."

No market basket

This thesis is qualitative — its evidence lives in the signals feed and the research system rather than a price series.

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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.