The assumption layer underneath strategy

Map one thesis your team is actively debating.

Crene turns a live strategic thesis into an inspectable map: what it depends on, where models disagree, what changed this week, and what would force a rethink.

AI displacementDollar dominanceDemographic collapseFiscal stress
One thesis, decomposed
Empire by Default
4-model ensemble
Strategic question
Does the United States remain the default center of global capital, technology, and strategic power?
Economic scale
Hinge family
GDP share, productivity, fiscal capacity
Capital dominance
Model disagreement
Dollar role, market depth, reserve demand
Strategic capacity
Update conditions
Technology lead, alliances, military reach
Output
Assumptions that matterWhere models disagreeWhat would change the view
Live ontology demo

The map is the product.

Crene shows how assumptions recur across thesis maps, factor maps, and scenario maps. This is the memory layer a strategy team does not get from a deck, dashboard, or chat thread.

Open full map →
Ontology index

The assumption layer, compressed for mobile.

The desktop map shows the full constellation. On mobile, Crene shows the same structure as an index: public anchors, shared ontology fields, and the live nodes attached to each map.

10anchors
12fields
578nodes
Shared ontology fields
MarketsOtherAI laborAI productivityFiscal capacityRates pathGrowth polesDollar systemAI contentDemographicsInflationDefense capacity
Live anchors
ScenarioIndia as the Third Growth Pole

0 nodes

ScenarioEuropean Rearmament

0 nodes

ScenarioAI Labor Transition

0 nodes

ScenarioEmpire by Default

0 nodes

Thesis mapWarsh Fed Rate Path

0 nodes

Thesis mapAI Economic Realization

0 nodes

Thesis mapAI Content Dominance

0 nodes

Factor mapUS GDP Directly Attributable to AI Systems, 2030

0 nodes

Factor mapS&P 500 close, year-end 2026

0 nodes

Factor mapUS 10Y Treasury Yield, year-end 2026

0 nodes

Open this page on desktop to inspect the full constellation layout.
AI contentAI laborAI productivityDemographicsDollar systemFiscal capacityGrowth polesInflationMarketsOtherRates pathIndia as the Third Growth PoleScenario · 29European RearmamentScenario · 31AI Labor TransitionScenario · 168Empire by DefaultScenario · 38Warsh Fed Rate PathThesis map · 100AI Economic RealizationThesis map · 109AI Content DominanceThesis map · 100US GDP Directly Attributable …Factor map · 1S&P 500 close, year-end 2026Factor map · 1US 10Y Treasury Yield, year-e…Factor map · 1
578 visible of 578 nodes10 shared ontology threadsClick cores, fields, or nodes to inspect.
Knowledge constellation
578 nodes across 10 cores.

The interactive map is best explored on a larger screen. Open the full constellation to inspect how assumptions recur across thesis, factor, and scenario maps.

Open full map →
Guided live example

See the public Warsh/Fed map, then bring your own thesis.

The live map is proof of the method. The pilot is the product workflow. Use the public example to see how Crene structures one debated macro thesis, then submit a thesis your own team needs to review.

1
Start with a live thesis
Warsh/Fed rate path is a real macro question with a fixed horizon and live model disagreement.
2
Inspect what carries it
Crene shows the assumptions, pressure points, and places where the models do not agree.
3
Bring your own thesis
After seeing the public example, submit one question your team is actively debating.
This week in your thesis

The weekly review surface, not another dashboard.

Crene should make a team feel the Monday meeting rhythm: what moved, where the thesis is fragile, and what would force a rethink before the next IC, risk review, or strategy meeting.

Consensus moved
Base case moved from 45% to 52% after the policy path tightened.
Largest disagreement
Models now disagree most on labor resilience, not AI capex.
Rethink threshold
Two assumptions crossed review thresholds and need owner review.
New evidence
One new source changed the read on the policy reaction function.
Why this compounds

Every thesis map becomes institutional memory.

6

A single map clarifies the current decision. A sequence of maps records how the institution updates judgment over time.

1
What the team believed
2
Which assumptions carried the view
3
What changed this week
4
Which assumptions were wrong
5
Which drivers recur across theses
6
Which rethink triggers fired
How Crene works

From question to assumption map.

Crene turns a strategic uncertainty into a structured object: assumptions, observable components, model disagreement, and update conditions.

01
Frame the question
A decision-relevant uncertainty with no clean market price.
02
Decompose assumptions
Break the outcome into drivers, components, and pathways.
03
Score disagreement
Compare model consensus, spread, and conflicting views.
04
Monitor change
Surface the evidence that would update the map.
Live assumption maps

Active strategic questions.

Scenario maps track long-horizon uncertainty through structured pathways, assumption families, and observable update conditions.

All scenarios →
Calibration record

Resolved scoring is reported separately from still-accruing product maps.

Macro Brier 0.2304n=262, ex earnings
External benchmark 0.114n=811
Product layer accruinglonger-horizon maps
View methodology →
Thesis maps

Track the structure under a thesis.

Binary questions broken into observable components, model consensus, disagreement, and resolution criteria.

All thesis maps →
Disciplined use

Built for structured judgment, not black box signals.

Crene is designed for teams that need inspectable assumptions, model disagreement, and update conditions before evidence is complete.

Not market predictions
Crene does not claim to forecast traded prices or replace market signals.
Not investment advice
Outputs are research infrastructure for internal analysis and decision support.
Not a black box signal
Every map is organized around assumptions, disagreement, and what would change the view.
Access

Bring one thesis.

Crene maps one strategic question your team is already debating, then tracks the assumptions, model disagreement, and update conditions over time.

Map one thesis
API

Build with live endpoints.

Public read endpoints for live and resolved Crene objects. JSON responses, stable URLs, and private write access for design partners.

API documentation

Built by Stephen Lee. Seven years in institutional finance at Goldman Sachs and Credit Agricole, now building Crene for institutional teams reviewing strategic theses.

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