PRPRE-REALITYSILICON VALLEY EDITION
SV
NARRATIVE INDEX

Conviction is up. Evidence is pending.

Institutional-grade intelligence for an industry operating on vibes. Welcome to the market between what you build and what you pitch.

Today's emotional indicators

SILICON VALLEY EDITION
NARRATIVE INDEX

Narrative / reality divergence

NARRATIVE INDEX
Perceived innovationCustomer value
85NARRATIVE INDEX · Narrative revision 12
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Actual customer feedback is causing brief volatility.

THE SIGNAL / MOSTLY NOISE

FIELD NOTES
0109:41

Local founder discovers that ‘interesting’ is not a wire transfer.

0209:32

Stealth startup announces it will continue not telling you what it does.

0309:18

Scheduling tool becomes physical AI after acquiring a conference-room iPad.

0408:57

Fund says it invests with conviction; asks who else has conviction first.

The confessional
Methodology

An editorial model of narrative and customer value. Constructed series, not observed market data.

Dashboard indices and dispatches are editorial constructions, not observed market data. The valuation formula has no financial validity. Investor interpretations, game outcomes, personality results and confessions are authored scenarios. They do not quote real people or organizations.