STOCKTAKE: Measuring the Gap Between Perception and Action in LLM Agents with a
LLM agents are increasingly evaluated on multi-week decision tasks in which the state that drives cost is never directly observed. On such tasks the final cost cannot say why an agent failed: it may have misread the world, or read it correc
https://arxiv.org/abs/2607.13618v1 ↗Thesis fit
Good fit
Within your typical scope; diligence still required.
In your usual scope
Idea match
Light
How close the company’s idea is to your thesis statement
Sector
agents, llm, ai
Overlap with sectors you care about
Geography
Unknown
Location unknown — scores 0
Your thesis: “We back exceptional technical founders building AI-first products and infrastructure, deploying $100K checks within 24 hours.”
Founder → stable
Traction → stable
Idea vs market ↓ declining
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Correct facts used on the next screening or memo.
Activity & evidence
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