Narratives
Conviction /10 = capital 25% + adoption 25% + founder behaviour 20% + corroboration 20% + attention 10%. Narrative intelligence, not trading recommendations.
W43 · 19–23 Oct 2026
| # | Narrative | Conviction | Direction |
|---|---|---|---|
| 1 | Frontier-lab capital moves toward public markets | 8.6/10 | ↑ NEW |
| 2 | Physical AI: dexterous manipulation gets venture-scale money | 7.4/10 | ↑ NEW |
| 3 | Vertical AI apps raise growth-stage rounds | 7.4/10 | ↑ NEW |
| 4 | Distribution unbundles: models and software go cross-cloud | 7.0/10 | ↑ NEW |
| 5 | Verification infrastructure for AI-written code | 6.9/10 | ↑ NEW |
| 6 | Defense new entrants: hardware plus early purchase orders | 6.9/10 | ↑ NEW |
| 7 | GPU and data-center financing as a structured asset class | 3.5/10 | → NEW |