Science fiction is not about technology it's about ideas.

Good sci-fi takes an idea, stretches it out and dabs ideas across the page or screen like a giant paint brush.

Neuromancer and the Matrix's all-pervasive technology, deceit and helplessness (until Neo evolves).

Star Trek's humans have advanced to a point where they're mostly harmless to each other, but their altruism (and sometimes paternalism) keeps getting them into tight spots.

Lexicon takes the psychological power of language, multiplies it and explores if we are more than the sum of our desires and whether they can be manufactured?

Persuasion stems from understanding. We compel others by learning who they are and turning it against them. All this, the chasing, the men with guns . . . these are details.

Communicating powerful ideas that connect with people can do wonderful and dreadful things.

Ideas are far weightier than tech, because people are far more important.

Same applies to finance. If you want to attract investors, you better have an idea to sell.

Selling tech and stats is far harder than a coherent story laden with mind expanding ideas.

Preachers have been doing it for years; and scientists too.

Analysis without a story or hypothesis is pointless, no matter how much money you might be making!

Buffett, Bridgewater, AQR etc. etc. all have a story - hard core tech and financial engineering don't hurt, but they're secondary.

Here's the thing, what happens if the idea we've found, the nugget of truth isn't appealing.

Could we uncover some underlying truth about markets which is too hard for people to grasp too unnatural? Alien.

Do discoveries need to be "E=MC^2-beautiful"?

Does making money consistently need to be aesthetically pleasing?

Probably not. Why would nature or markets have to comply with our understanding of beauty schooled by everyday experience.

We have a very specific environment - far different from bees or spiders.

Pythons see in infrared; bees in ultraviolet; spiders feel webs.

I suspect a smart spider's aesthetic intuitive appreciation of physical fields would be much greater than ours.

Perhaps we can learn to fall in love with initially alien ideas.

Or, if we are lucky they might be malleable enough to transform into something more appealing.

Either way, without the story, a core idea or a hypothesis, you have nothing.

Tech and mathematical fetishism is no substitute.

More tomorrow.