aiclavis

Independent research for consequential decisions.

We test what the evidence actually supports — including the possibility that the suspected problem is not there.

OBSERVEDDirectly supported by evidence.
DERIVEDCalculated by an explicit method.
INFERREDSupported, not directly observed.
UNKNOWNEvidence is insufficient to conclude.

Core principle

The answer is allowed to be no.

aiclavis research is not designed to confirm an initial hypothesis. A research engagement is a success when the evidence supports the original concern — and equally a success when it shows the suspected gap is not there.

The objective is to resolve the question, not to validate the concern.

The objective is to close the question — in either direction.

Method

Evidence before narrative.

Every conclusion in aiclavis research is marked by what kind of support it actually has.

OBSERVED

Directly supported by the available evidence.

DERIVED

Calculated or logically derived from observed evidence through an explicit method.

INFERRED

An explanation supported by the evidence, but not directly observed.

UNKNOWN

The available evidence is insufficient to support a conclusion.

Read the Evidence Standard →

Independent research

Published research

Independent Research Preview · Electrical Equipment · Sep 2026

Powell Industries

A $400M project is not necessarily a $400M decision: whether it reflects a discrete order or a broader manufacturing-footprint decision already forming across the portfolio.

View research →
Independent Research Preview · Steel & Metals · Sep 2026

Gerdau

Same physical volume, different economic regime: a 2Q26 3.7× EBITDA-per-tonne divergence between Gerdau's Brazil and North America segments.

View research →
View all research →

What aiclavis investigates

What aiclavis investigates

Capital decisions

What is actually committed, optional or already constrained?

Operating structure

Where do reported outcomes conceal materially different economic states?

Decision constraints

Which assumptions, dependencies or commitments narrow the available decision space?

Suspected gaps

Does the evidence actually support the concern — or should the hypothesis be closed?

Work with aiclavis

How an engagement begins

Scoping Sprint · 2 weeks

Define the decision question, evidence boundaries, falsification criteria, required people/data, and the value at stake.

→

Decision Validation · typically 6–8 weeks

Tests a specific decision question against the available evidence. The result may confirm, narrow, reframe, or close the hypothesis.

Discuss a question
Nika Novak, Founder & Research Lead, aiclavis

Founder & Research Lead

Nika Novak

Nika Novak is an independent researcher and founder of aiclavis. Her work focuses on reconstructing decision environments from fragmented evidence, with an explicit separation between observation, derivation, inference and what remains unknown.

About Nika Novak →

Research integrity

Research integrity

aiclavis research distinguishes observed evidence from calculation, inference and uncertainty. Hypotheses may be revised or closed when the evidence does not support them. Material factual corrections are documented.

Companies and subjects of public research are invited to provide factual corrections or official context.

Evidence Standard →

Have a question worth closing?

If the decision matters enough that "probably" is not a sufficient answer, we can examine what the evidence actually supports.