Theses

A thesis is a position held in public: claims, each with the condition that would kill it, written before the data arrived. The terminal checks them against its own numbers.

Anthropic

Anthropic becomes the premium lab for developers and enterprises, and earns it in price, demand and hiring.

Stance: Bullish
Position: No position
Opened: 2026-10-08
Horizon: Until Anthropic's public S-1, or 2027-06-30 if none

5 claims

5 Holding

Read the thesis

Cloudflare

NET

Cloudflare compounds as the developer platform for the AI era: revenue keeps growing fast, developers keep adopting Workers, and it keeps shipping AI platform launches.

Stance: Bullish
Position: Long
Opened: 2026-10-09
Horizon: 2027-12-31

4 claims

3 Holding
1 Unresolved

Read the thesis

Notes

A research journal, not investment advice. Statuses are computed from the terminal’s own stored data against kill conditions written before the data arrived; OpenRouter is one aggregator’s traffic, not market share. Judged claims stay unresolved until the judge rates them.

Not investment advice.

A claim you would like tested needs a public number behind it. Request a dataset on GitHub.