Progress
The future is a responsibility.
A research and investment firm that records how it reasons.
Theseus is a research and investment firm that records its reasoning — sources, claims, methods, objections, and revisions — in a private system called the Codex, and publishes the reviewed conclusions.
What it does
One pipeline
It runs one pipeline: a curated corpus yields principles, principles become algorithms applied to live observations, those produce conclusions, and the conclusions inform the bets the firm is willing to make.
corpus ──▶ synthesizer ──▶ principles ──▶ algorithms
│
live observations ──┤
▼
conclusions
│
▼
memos
│
▼
portfolio agent
│
▼
betLive
What the machine is thinking right now
Quiet
No algorithm has fired and no memo has been published yet.
What it values
Three axioms
Rigor
First-principles reasoning under pressure.
Camaraderie
Disagreement as shared work.
Follow
Follow the firm
Reach the firm at hello@theseuscodex.com.