In 1931, Kurt Godel proved that no formal system can ever be both complete and consistent. That there exists truths which cannot be computed. Five years later, Alan Turing proved showed the world that a universal machine could compute everything else. Church formalised the boundary. Von Neumann built the architecture. From that tension, between the solvable and the unsolvable,humanity was reborn.

For decades, that boundary held quietly. Then neural networks began to move it.

1997, Deep Blue solved chess. A game of perfect information and bounded complexity. 

2016, AlphaGo’s solved Go. A game whose search space is estimated to exceed the number of particles in the universe

2023, LLMs started to show signs of solving language, the most ambiguous, unstructured yet deeply human medium we have.

Each milestone was declared impossible until it wasn’t. Each one redrew the line between the computable and the unknowable. 

Markets are our next game. They are a hard game. A living system of infinite dimensionality, flooded with unstructured data compounding daily while the bandwidth of humans who interpret it remains fixed. Every day, the gap between what can be known and what is known grows wider. That gap to us is Alpha.

We believe in the history of computation. We believe it tells us something very simple: the boundary of what machines can solve has only ever moved in one direction. Germany and its allies fell. Chess fell. Go fell. Language fell. The computable half of markets will fall too.

The other half - the irreducible uncertainty, the Gödelian remainder, the mystery of human behavior at the margin - may endure. We do not pretend otherwise. But not the entirety of this game must be solved. We only need to solve the half that the rest of the market still believes is unsolvable.

That is what Orca Capital was built to do.

We deploy swarms of AI agents - not a single model, but an orchestrated intelligence - to read what no team of analysts can read, to synthesize what no individual mind can hold, and to find signal in the noise at a scale that was, until now, computationally out of reach. With speed and precision. 

The line between the computable and the unknowable is not a wall. It is a frontier. And it is moving.

We intend to move with it.

The Orca Capital Team