02 / THE ENGINE
Thesis
Model · Compute · Harness.
You don't prompt the model. You write the loop. Model and compute are rented — everyone has them. The harness is the company.
Model · Compute
Rented, commoditized, the same for everyone who signs up. Necessary. Not differentiating. Whoever wins here does not win on these.
Harness
The scaffolding that turns a model into a factory — the plan, the review, the memory, the self-correction. That is what we build, and it compounds every cycle.
The moat
The harness is the moat. It is why the same idea, handed to this factory, ships faster and truer than it would anywhere else.
Next
The Loop
The factory that rewrites the factory.