What might be true?
Turns observations into better questions, stronger theses, defensible insights, and tests. A patent is useful evidence, but it does not prove demand.
Evidence: Research, technical distinctions, rights, and disconfirming findings.
Can anyone understand and use it?
Makes a thesis inspectable, then tests it through attention, criticism, adoption, and willingness to pay.
Evidence: Reader response, changed language, practical use, and paid demand.
Should another dollar move?
Tests the economics and searches for founders already pursuing the thesis. When someone else is better positioned, Capital can back them instead of rebuilding their work.
Evidence: Underwriting, founder traction, capital interest, governance, and downside.
What is the cheapest useful test?
Builds an experiment when the evidence remains compelling and no better-positioned builder exists. A company is one possible result, not the starting instruction.
Evidence: Customer behavior, usage, payment, renewal, and repeatable economics.
Who should we find, and why now?
Connects every unit to founders, operators, customers, experts, partners, and investors. Finding that someone else is already doing the work can be the most valuable result.
Evidence: Conversations, worked trials, introductions, capability, and absence.