▚ STOUT STREET · PAPERSMMXXVI
STOUT STREET CAPITAL · WORKING NOTES · MMXXVI

Field research, written down.

Three institutional white papers and the Working Notes research series, hosted in one place. Each paper gets an e-ink hero plate and a set of figures · every number in every chart is drawn from the paper it accompanies.

[ 01 · white papers ]

The institutions the deep tech era requires · 2026 editions.

WHITE PAPER №01 · 2026 EDITION

The Assurance Gap

The United States has AI standards, auditor accreditation, and management-system certificates. It does not have conformance testing of deployed systems. The fix is a scheme inside the existing architecture, not a rival institution.

19 pages · 8,033 w · 204 KB
WHITE PAPER №02 · 2026 EDITION

LEVCAP

The lab-embedded record is real, overlapping, and concentrated. Deduplicated, it still justifies a national network · at 7.7-11.5 : 1, not 44 : 1.

20 pages · 8,651 w · 216 KB
[ 02 · working notes ]

AI economics, tested from one bounded case at a time.

WORKING NOTES · WORKING PAPER

Robotaxi: Denver-Boulder

What a driverless fleet actually costs per occupied mile, who loses which jobs at which penetration, and the legal categories that quietly stop applying. 168 of 168 audit checks pass.

24 pages · 1.2 MB