Companies
come last.

Tibeb is an AI research terminal for new technology. Follow what changed this week, write a thesis that can be proven wrong, and put it through the diligence an investment committee would ask for. Only a thesis that holds up gets to the companies exposed to it.

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  1. Discover

    New papers, news and what builders are arguing about across thirty-two themes, from AI memory and lasers to nuclear and neo banks, and the narratives moving the market: who made the claim, how far the shares moved, who answered.

    • AI hyperscalers
    • AI memory
    • Photonics
    • Lasers
    • Neo cloud
    • Cybersecurity
    • AV & robotics
    • Nuclear
    • Space tech
    • Crypto
    • Healthcare tech
    • Macro

  2. Thesis

    One yes-or-no question with a date, and what you would expect to see either way.

    An example

    Will a merchant switch ship with co-packaged optics in volume by the end of 2027?

    Resolves by 2027-12-31

  3. Diligence

    Eight checks on the thesis and on the sources behind it.

    • Falsifiable thesis
    • Evidence depth
    • Argued both ways
    • Sources verified
    • Primary sources
    • Catalyst on the calendar
    • Committee review
    • Verdict on file

  4. Exposure

    The companies the evidence shows are exposed, how, and how much of each business turns on the thesis.

    • Direct exposureBenefits
    • Supplier or bottleneckBenefits
    • Second-orderBenefits
    • At riskHurt

What a thesis has to get through

Before Tibeb names a single company, the thesis and its evidence pass eight checks. They are the same for everyone, and you can see where yours stands at every step.

  1. Falsifiable thesis

    A yes-or-no question, a resolve-by date, and what you would expect to see if it is true and if it is false.

    If nothing could prove it wrong, there is nothing to research.

  2. Evidence depth

    At least 20 sources from 6 or more independent origins — a wire copy of a press release is not one, and no publisher counts more than four times.

    An outlet counts at most four times, and a wire copy of a release is not a voice of its own.

  3. Argued both ways

    At least 5 sources for the thesis and 5 against it.

    The case against is gathered on purpose, not left to chance.

  4. Sources verified

    At least 80% of the sources carry a link that was checked.

    Deep research keeps a source only if it finds the real link. What it cannot find, it drops.

  5. Primary sources

    At least 3 filings, datasets, papers or regulator documents.

    The thing itself, not someone's summary of it.

  6. Catalyst on the calendar

    At least 1 dated event that could settle the question or move it.

    A thesis needs a day it can be wrong on.

  7. Committee review

    A committee of AI analysts argues the thesis from the evidence on file, and a chair writes the memo.

    Each analyst commits to a probability. None of them recommends a trade.

  8. Verdict on file

    One probability that the thesis resolves yes. A committee that is split gives none.

    The companies named after it follow from the verdict, and each one has to cite sources from your ledger.

Change the question and the review, the verdict and the exposure go stale. They have to be earned again for the thesis you are actually holding.

It stops at research

The terminal ends at the companies exposed to the thesis: how it reaches each one, in which direction, and how much of the business turns on it, with the sources behind every line. What you do with that is your call.

Nothing in Tibeb is investment advice.

  • orders placed
  • position sizing
  • buy or sell calls

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