Research
The Arc Category System
Why Arc works through eight product and technology categories rather than a list of projects — an essay on structuring a portfolio of deep technical options.
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9 March 2026PublicHunter Xu
Arc Intelligence
MethodologyPortfolioCategories
A portfolio of projects is a list. A portfolio of categories is a structure. This essay sets out why Arc organises its work as eight categories, and how the visible projects are evidence of that deeper structure rather than the structure itself.
Categories as commitments
Each category is a standing commitment to a region of the frontier — a place Arc expects to hold deep technical options, whether or not a product exists there yet.