# Theses | Polaris Group

Source: https://polarisglobal.io/theses/

# Theses

Two pieces of writing set out how Polaris thinks. The thesis says where Marc puts money. The essay says why the question matters beyond the return.

* Investment thesis, October 2026  
### [Investing in the Harness: my thesis on applied AI, governance and sovereignty](/theses/investing-in-the-harness/)  
Foundation models are becoming interchangeable. The control layer around them is not. Marc backs companies that make the harness portable, provable or protected, and that sell to someone obliged to buy.  
[PDF](/pdf/investing-in-the-harness-marc-taverner.pdf)
* Essay, updated 21 October 2026  
### [Agents of Sovereignty: earning and owning value in an economy reshaped by AI, 2026 to 2031](/theses/agents-of-sovereignty/)  
AI will change who gets paid for knowledge work. The essay asks who does better when a product works, and what people, companies and governments can authorise, refuse, inspect and take with them.  
[PDF](/pdf/agents-of-sovereignty-marc-taverner.pdf)
* Archive, 2025  
### [The original Agents of Sovereignty thesis](/archive/)  
The 2025 thesis and the Agentic Universal Basic Income papers, kept on record with a note on what changed.