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.
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Investment thesis, October 2026
Investing in the Harness: my thesis on applied AI, governance and sovereignty
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.
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Essay, updated 21 October 2026
Agents of Sovereignty: earning and owning value in an economy reshaped by AI, 2026 to 2031
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.
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Archive, 2025
The original Agents of Sovereignty thesis
The 2025 thesis and the Agentic Universal Basic Income papers, kept on record with a note on what changed.