agentii.challenge
The buyer-side IC verb: challenge the thesis. Not audit — that name was taken
three times (audit-xls, quality-audit.yaml, G3) — challenge is the thing that
happens in an investment committee.
Method bodies (the four angles)
- Cross-run contradiction — the entity index (
reduce_journals.build_entity_index): same(entity, metric, period)with different values. Sameretrieved_at→ true contradiction; different → suspected restatement. The validator never auto-resolves — candidates go to the IC agenda. - Pre-mortem — assume the loss already happened; reconstruct the path backwards. Which pillar failed first? What data would have to be wrong?
- Inversion — what would make this thesis a sell? What would the bear's best case look like? What would falsify the conviction, not just the claim?
wrong_iffalsifiability — is each falsifier mechanically checkable (metric + threshold + source)? A prose falsifier is not a falsifier (Q8-4).
Economics (Q40/Q68)
- Findings: ≈50 cap, severity-sorted; overflow aggregates by category.
- Finding IDs are content-derived (
hash(entity+metric+period+gap_type)) — unchanged re-runs yield byte-identical IDs (eval corpus comparability). - Scope is incremental (artifacts whose pins/
as_ofchanged since last run) with three backstops: every Nth converge / constitution MINOR-MAJOR / subscription change (new subscriptions create new comparison pairs — Q9). - Lifecycle hooks: pillar-complete (cheap, early) / thesis-complete (final line) / pre-reduction (claims entering the portfolio are adversarially verified). Unchallenged claims never enter the knowledge base (Q64).
Invocation
python3 scripts/challenge.py --nth-converge 10