note · 2026.05
DCAP distillery
Not the kind with barrels.
As of May, DCAP works on two things: research, and the technology that turns it into decisions and execution.
What goes in
Research and data, and what is changing around them: what is being built in technology, what is moving in markets, and where capital is going.
What the tools do
Our own tools put sources into one shape, compare them against each other, and cut everything that does not change a decision.
What is left is a structured output, not a report.
What comes out
A framework when the problem is how to structure a decision. A model when it needs numbers. A tool when the same check has to run again and again. An execution system when the decision has to be executed, not just made.
Which of the four we build depends on what is asked for.
That’s where DCAP is headed from here.