Coherence in an Age of Abundance
Oil was the industrial age’s stored sunlight as buried work, compressed by time and geology, waiting to be unleashed. Compute is the digital age’s stored competence as humanity’s accumulated experience, encoded in language and images, compressed onto silicon, and ready to be leveraged. Yet, an ocean of oil did not create wealth by simply existing. The economic surplus of oil emerged only when energy was refined, transported, priced, and sold to consumers in the form of goods and services. Production itself alone was never sufficient. Economic surplus was born only where producers answered the market’s “why” correctly. AI-assisted competence is forming a similar reserve today, not energy in barrels, but capability in tokens: a reservoir of “how” that can be summoned in seconds. Like energy, competence alone does not determine outcomes. Competence enables more execution, but it is human judgment at the edge that governs choice allowing for coherence to be established. Judgement is required for the answer to “why”. Why this product, why this market, why now rather than later. And when the cost of execution collapses, the penalty for choosing the wrong “why” rises. Therefore, internal judgement which ultimately leads to coherence must be protected.
In competitive markets, surplus is created in the spread between what it costs producers to deliver value and what consumers are willing to pay for it. As competence equalizes, that spread compresses: when stored expertise floods the market, the marginal cost of being “good” collapses with it. Baseline competence becomes abundant and widely accessible. The distance between good and great does not just narrow, it becomes more contested. When everyone draws from the same pool of competence, outcomes converge, and convergent outcomes cannot generate economic surplus. Competition intensifies not because opportunity disappears, but because more actors arrive at the same conclusions, armed with the same tools, at the same speed.
This is where secure and private coherence emerges as a critical differentiator. Coherence, in its core sense, carries two intertwined meanings: the quality of being logical and consistent, and the quality of forming a unified whole. It is therefore not mere consistency, rigid uniformity that can homogenize, but the deeper internal refinement of models (mental, operational, and strategic) that aligns actions across time and through uncertainties into a resilient, proprietary system. Without secure and private coherence, reliance on commoditized AI models leads to homogenized strategies. If organizations fail to secure their refined internal decision models, which provide this greater coherence, then they become indistinguishable from public, shared models. Those models accessible to all erode margins through sheer competition. As with every industrial revolution in our history, everyone optimizing toward the same equilibria competes away the very surpluses they seek, turning abundance into a zero-sum race.
Thus, AI introduces a multiplier that cuts both ways. AI accelerates trajectories already chosen both positively and negatively. Focus compounds faster, but incoherence leaks value faster too. Judgment outsourced to AI-generated competence without internal curation produces homogenized decisions where margins collapse under competitive pressure. To counter this, protected internal refinement becomes essential. Iteratively honing proprietary human insights, filtering noise, and building coherent frameworks that diverge from the crowd needs to be secured. In an era where AI agents operate hierarchically, secure and private coherence demands sovereignty at the root: the base agent, capstone of the system, must remain under sovereign user control. This capstone agent orchestrates specialized project agents, each being able to command legions of worker agents that execute across digital realms and embodied physical domains all refining, delegating, and acting on the user’s proprietary vision. Without control over this foundational layer, the entire hierarchy risks compromise: deletion by platform whims, man in the middle attacks, theft by competitors, or seizure by governments, all of which would expose or dilute the human refined internal models that sustain differentiated coherence. Sovereignty here is not optional luxury but structural necessity. If the root is not owned and shielded, the cascading coherence built atop it becomes vulnerable to external capture, homogenization, and eventual margin erosion, rendering the user’s strategic refinements no different from commoditized public outputs.
StartOS from Start9 delivers sovereignty at the root: it enables users to run and own their capstone agent on personal servers shielding from deletion, theft by competitors, or government seizure, while preserving full command over the cascading hierarchy of project and worker agents. Yet the high-scale inference that amplifies this original coherence will most likely still run on specialized, remote silicon farms, where hardware segmentation and economies of scale dictate location. Protecting prompts, contexts, and proprietary data during that inference is therefore non-negotiable. OpenSecret, the confidential computing platform behind TryMaple.AI, enforces this protection through secure enclaves. These isolated environments keep data encrypted in transit, at rest, and during GPU processing. Decrypted and executed only inside the enclave, invisible to cloud providers, hosts, or operators. The result is verifiable private leverage of full-scale models, device-synced via end-to-end encryption, backed by open-source code and attestation. By combining sovereign base-agent control with enclave-secured remote inference, organizations defend secure and private coherence against commoditization. Refined internal models stay meaningfully differentiated rather than indistinguishable from public alternatives. This is how margins are not merely defended but actively produced. The economic surplus isn’t acquired through hoarding competence, but by cultivating secure and private coherence that public models cannot access or replicate.
The contrarian refusal to follow the crowd becomes a strategic necessity. Ten31 exists to underwrite judgment in an era that is systematically trying to eliminate it. We are optimizing to operate in a landscape flooded with output, where output itself is not scarce. We invest and help to mold the systems that preserve the integrity of economic decisions, align producers with consumers, settle value without permission, and refuse to dilute consequences. Credible Finance is not about efficiency for its own sake, but about ensuring correct judgments are able to compound. We bridge individual judgment with systems designed to protect internal coherence that can thrive amid accelerating external competition.
The flood of competence commoditizes output, and only sovereign and secure judgment will survive this race to the bottom. Advancement requires coherence forged privately (StartOS), iterated under user control, and shielded from capture (OpenSecret). Ten31 capitalizes this architecture because we invest in what endures through abundance: systems that let the correct “why” compound without dilution or permission. We look to identify and amplify the economic surplus that emerges when sovereign judgment meets uncompromised consequences. In acceleration, surplus accrues not to those who produce the most, but to those whose coherent judgment cannot be copied.



Thanks Marty - a really helpful and insightful article. You have painted a clear picture of why privacy matters in the age of abundance and retaining control of one’s IP is crucial to being able to creat surplus above the marginal cost of production. I look forward to being in a position to invest with Ten31. It can’t happen soon enough!
Cheers,
Glenn Crichton