Processes Are Harnesses
Organisations, institutions, and business processes are concept/harnesses for humans — structured scaffolding that compensates for human limitations in coordination, memory, and consistent execution. Mark's formulation: "Institutions and organisations are harnesses for humans."
No market basket
This thesis is qualitative — its evidence lives in the signals feed and the research system rather than a price series.
Recent evidence 268 signals filed
The research system PRO
- Full analysis — the complete living document behind this call
- Version history — watch the thesis evolve, v1 → v28, with change notes
- Evidence archive — all 268 signals filed to this thesis
- The knowledge graph — entities, concepts & comparisons behind the call
- Your agent gets a key — full API access to the same system
When we're wrong
3 theses are currently moving against us — Agents as Primary Users, +12.2% since published; Microsoft Has Lost the Plot, +40.0% since published; The SaaS Apocalypse, +42.0% since published. They stay on the board. We update priors on evidence, not on evidence we went looking for.