Jan 5, 2026
Remove demographics and us-china theses - consolidate to 4
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Jan 4, 2026
Consolidate theses: merge Context Graphs, remove Pattern Lab
- Merged Context Graphs content into AI Knowledge Work thesis (v3.0) - Added Context Graphs section with Foundation Capital attribution - Deleted context-graphs.md and pattern-lab.md thesis files - Updated ai-rollups.md to remove pattern-lab connection Now 6 theses: AI Knowledge Work, AI Rollups, Reshoring, Inflation, Demographics, US-China 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
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Dec 27, 2025
Refocus AI thesis on knowledge work broadly
- Remove professional services emphasis - Add Knowledge Programmer section - Add Token Economics section - Generalize to organizations/knowledge workers - Version 2.5
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Dec 27, 2025
Broaden thesis focus - remove -10M SMB emphasis
- AI Knowledge Work: generalize to all knowledge workers - Pattern Lab: broader 'business owners and operators' language
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Dec 27, 2025
feat: add signal_balance to thesis frontmatter
Added signal_balance field with supporting/challenging/evolving counts to all thesis markdown files based on sample data: - ai-knowledge-work: 52/24/13 - reshoring: 41/18/8 - inflation: 28/18/6 - demographics: 32/8/5 - us-china: 22/12/4 - pattern-lab: 18/5/5 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
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Dec 26, 2025
Initial commit: 6 theses with frontmatter schema
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