CORTEX
CORTEX
Edge connects your daily intelligence to long-term conviction. Track AI theses, see how news reinforces or challenges your thinking, and build informed positions over time.
Sample Theses
Updated 2026-02-14
Last signal: Feb 13 — Karpathy's 'bacterial code' = code becomes model-agnostic bu…
Frontier models converge in capability. The moat moves up-stack to whoever owns the workflow, the data, and the user relationship. OpenAI, Anthropic, and Google compete on price, not performance. Winners build irreplaceable applications ON TOP of models.
Updated 2026-02-14
Last signal: Jan 15 — McKinsey/BCG reports consistently showing pilot-to-productio…
Consumer AI hit mass adoption in 2023-24. Enterprise is still in pilot phase. The next 2-3 years will see massive enterprise adoption — not chatbots, but AI-native workflows replacing entire business processes. First movers get compounding advantages.
3+ more theses, portfolio tracking, confidence sparklines, and daily signal matching — all personalized to your interests.
What's Coming
Thesis Tracking
Build and refine investment theses over time with confidence tracking
Signal Matching
Daily stories automatically linked to your active theses
Portfolio View
See all your positions, returns, and conviction levels in one place
Confidence History
Watch how your conviction evolves as new evidence emerges
Shape This Feature
Your feedback directly influences what we build next.