Core thesis
AI progress becomes a bottleneck map.
The important questions move beyond model demos: who can secure power, chips, memory, cooling, interconnects, factories, grid access, and durable operating discipline?
Erebor Research System
Erebor is Joshua's private research and portfolio-intelligence workspace: built to study compute, energy, semiconductors, industrial capacity, and the companies that may matter as AI becomes an infrastructure race.
Core thesis
The important questions move beyond model demos: who can secure power, chips, memory, cooling, interconnects, factories, grid access, and durable operating discipline?
Current web shell is intentionally public-safe and contains no raw X data, credentials, ledger data, or local paths.
Product roadmap
Erebor becomes the research cockpit. Demerzel becomes the operating-system surface. They can share design language without mixing repositories, credentials, or private datasets.
A safe, visible Vercel entrypoint with no private data and no live trading surfaces.
Clerk-protected research workspace, Joshua-only allowlist, sanitized read model, and audit log.
Request research, promote ideas, and approve bounded Demerzel actions without exposing local systems.
Initial lanes
Safety boundary
This deployment is a visible foundation, not the private research engine. The next layer will require Clerk authentication, a Joshua-only allowlist, a sanitized cloud read model, and an audited action queue before any operational capability is exposed.