> ## Documentation Index
> Fetch the complete documentation index at: https://docs.gildea.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Themes

> Two-axis theme system with trend analytics for value chain segments and market forces

Gildea classifies every signal into a two-axis theme system. Signals can have multiple themes per axis.

```mermaid theme={null}
graph LR
    S[Every signal] --> VC[Value Chain]
    S --> MF[Market Force]

    VC --> I[Infrastructure]
    VC --> FM[Foundation Models]
    VC --> O[Orchestration]
    VC --> DL[Data & Labeling]
    VC --> A[Applications]
    VC --> D[Distribution]

    MF --> CI[Capital & Investment]
    MF --> RL[Regulatory & Legal]
    MF --> CD[Competitive Dynamics]
    MF --> TL[Talent & Labor]
    MF --> GS[Geopolitical Strategy]
    MF --> TS[Trust & Societal Impact]

    style S fill:#000,color:#fff,stroke:#333
    style VC fill:#1a1a1a,color:#fff,stroke:#444
    style MF fill:#1a1a1a,color:#fff,stroke:#444
    style I fill:#2a2a2a,color:#fff,stroke:#555
    style FM fill:#2a2a2a,color:#fff,stroke:#555
    style O fill:#2a2a2a,color:#fff,stroke:#555
    style DL fill:#2a2a2a,color:#fff,stroke:#555
    style A fill:#2a2a2a,color:#fff,stroke:#555
    style D fill:#2a2a2a,color:#fff,stroke:#555
    style CI fill:#2a2a2a,color:#fff,stroke:#555
    style RL fill:#2a2a2a,color:#fff,stroke:#555
    style CD fill:#2a2a2a,color:#fff,stroke:#555
    style TL fill:#2a2a2a,color:#fff,stroke:#555
    style GS fill:#2a2a2a,color:#fff,stroke:#555
    style TS fill:#2a2a2a,color:#fff,stroke:#555
```

## Value chain (`value_chain`)

Where in the AI value chain does this signal sit?

| Theme                 | Description                                                                                                                                          |
| --------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Infrastructure**    | The compute layer: GPUs, TPUs, custom chips, and cloud infrastructure that make large-scale model training and inference possible.                   |
| **Foundation Models** | The core models that define capability: trained systems like GPT, Claude, Gemini, and Llama that serve as the base for downstream products.          |
| **Orchestration**     | The software layer that makes models usable: frameworks, agents, vector stores, and developer tools for building and managing model-powered systems. |
| **Data & Labeling**   | The data layer: how models are trained, evaluated, and refined, from raw datasets to synthetic data and human feedback loops.                        |
| **Applications**      | The product layer: AI features and experiences built for real users, from enterprise copilots to consumer agents.                                    |
| **Distribution**      | The delivery layer: how AI capabilities reach users, through APIs, platforms, partnerships, and ecosystems.                                          |

## Market force (`market_force`)

What external pressure or catalyst is shaping the value chain?

| Theme                       | Description                                                                                                                             |
| --------------------------- | --------------------------------------------------------------------------------------------------------------------------------------- |
| **Capital & Investment**    | Tracks the allocation of financial resources: who's funding whom, how capital moves across stages, and how valuations shape incentives. |
| **Regulatory & Legal**      | Tracks how rules, policies, and court decisions set the boundaries for innovation and competition.                                      |
| **Competitive Dynamics**    | Examines how firms position themselves (via product strategy, data moats, or market timing) to gain or defend share.                    |
| **Talent & Labor**          | Follows the human factor: hiring trends, executive shifts, skill shortages, and how automation reshapes work.                           |
| **Geopolitical Strategy**   | Analyzes the interplay between national interests, technology policy, and access to compute and talent.                                 |
| **Trust & Societal Impact** | Captures public sentiment, safety debates, and the ethics shaping adoption and regulation.                                              |

## Interpretation fields

Each theme includes interpretation fields derived from the raw trend stats. These are discrete labels that agents can act on without statistical expertise.

| Field                  | Values                                | What it tells you                                                           |
| ---------------------- | ------------------------------------- | --------------------------------------------------------------------------- |
| `direction`            | `Rising`, `Stable`, `Declining`       | Which way is this theme trending                                            |
| `confidence`           | `Significant`, `Insignificant`        | Is the trend statistically reliable                                         |
| `stability`            | `Volatile`, `Steady`                  | How consistent is coverage week to week                                     |
| `notability`           | `High`, `Medium`, `Low`, `Negligible` | How much this theme warrants attention right now: foreground vs. background |
| `notability_reasoning` | Free text                             | Human-readable explanation of the notability assignment                     |

Themes do not have a `scale` field; all 12 themes are always active.

The interpretation labels are computed over a rolling 12-week window: the current week plus 11 prior weeks.

```json theme={null}
{
  "axis": "value_chain",
  "label": "Foundation Models",
  "direction": "Rising",
  "confidence": "Significant",
  "stability": "Steady",
  "notability": "High",
  "notability_reasoning": "Theme with confirmed upward trend and consistent coverage; notable upward shift reliably gaining traction.",
  "trend": { "..." : "..." }
}
```

## Theme intelligence

Each theme has a rich profile including:

* **Signal count**: total signals tagged with this theme
* **Trend stats**: analytics across four dimensions (see below)
* **Related themes**: themes that frequently co-occur across both axes

## Trend analytics

Every theme includes a `trend` object:

| Field            | Description                                             |
| ---------------- | ------------------------------------------------------- |
| `share_of_voice` | Theme's share of total corpus over the trailing 4 weeks |
| `streak`         | Consecutive weeks of growth                             |
| `current_week`   | Signal count this week                                  |
| `prior_week`     | Signal count last week                                  |

The discrete interpretation labels above (`direction`, `confidence`, `stability`, `notability`) are derived from the underlying statistics so you can act on them without doing the statistics yourself.

## Using themes as filters

Themes work as filters across the API. Use the exact theme labels above:

```bash theme={null}
# Signals about Infrastructure
curl -H "X-API-Key: gld_your_key" \
  "https://api.gildea.ai/v1/signals?theme=Infrastructure"

# Entities in the Foundation Models space
curl -H "X-API-Key: gld_your_key" \
  "https://api.gildea.ai/v1/entities?theme=Foundation%20Models"

# Search within a theme
curl -H "X-API-Key: gld_your_key" \
  "https://api.gildea.ai/v1/search?q=chip+shortage&theme=Competitive%20Dynamics"
```

## Theme detail

The theme detail endpoint returns co-occurring themes from both axes:

```json theme={null}
{
  "axis": "value_chain",
  "label": "Foundation Models",
  "signal_count": 45,
  "trend": { "share_of_voice": 0.22, "streak": 3, "current_week": 28, "prior_week": 24 },
  "related_themes": [
    {
      "axis": "market_force",
      "label": "Capital & Investment",
      "co_occurrence_count": 32
    }
  ]
}
```
