learn-ai-research-with-phoebe / Researcher session 1 of 10
Learn AI Research with Phoebe · Researcher track · Session 1 of 10

The researcher's AI loop

You can now read a hundred papers in an afternoon. You cannot, in that afternoon, become entitled to the conclusion. This track is about the gap between those two sentences. Tonight you get the loop the whole pipeline runs on - question, gather, screen, extract, challenge, synthesise - and then the only test that matters: an audit that reads your claims the way a reviewer who wants to find the weak one reads them. Ten claims about a real decision. Twenty-two sources. Every claim starts by failing. By b10 you will ship a memo where nine survive and the tenth is honestly marked unknown.

🟡 Researcher track Analysts · academics · UX & market researchers No coding needed Start here
0-3 · Welcome 3-18 · The loop + the audit standard 18-42 · Build-along: audit ten claims 42-45 · Q&A
Part 0

How this track works

Ten sessions, one running decision: should Cadence, an AI meeting-notes product, build a lecture-notes product for higher education next year? It is a decision with the shape of most real research questions - part market, part evidence, part regulation, part unknown - and it is small enough to actually finish. Tonight the loop and the audit. b2 turns the decision into falsifiable claims. b3 is search strategy and source tiering. b4 is screening at scale. b5 builds the extraction table. b6 is the evidence lab in full. b7 is contradictions and statistics. b8 is synthesis. b9 is interviews and qualitative coding. b10 assembles the memo with its audit trail. Every session leaves an artifact that goes into that memo.

Live - presented in session Self-study - read after class ▶ Live evidence lab - toggle levers, watch claims survive or die Official sources covered
★ What you walk out with today The six-step loop, the five levers this track turns on one at a time, the audit's failure rules in plain language, and one habit that changes how you write: state the claim, then state what would have to be true for a reviewer to break it.
What this course does not cover, by design Catching fabricated citations - the confident reference to a paper that does not exist - belongs to the AI + Law course, which builds a whole lab around it. This track assumes your sources are real and asks a harder question: does a real source actually support the sentence you wrote on top of it?
Part 1 · the spine of the track

Question, gather, screen, extract, challenge, synthesise 7 min live

AI compresses two of these six steps dramatically and leaves the other four exactly as hard as they were. Question: turn a decision into claims that could be false. Gather: find sources on purpose rather than accepting what ranked first. Screen: apply inclusion rules written before you looked. Extract: record what each source actually says, with its numbers. Challenge: go hunting for what disagrees, and for whether the finding replicates. Synthesise: write it with confidence language the evidence can bear. The compression is in gather and extract. The judgement is everywhere else, and the audit only tests the judgement.

1 QUESTION falsifiable claims 2 GATHER tiered, on purpose 3 SCREEN rules first 4 EXTRACT one row per source 5 CHALLENGE who disagrees? 6 SYNTHESISE claims + confidence THE AUDIT would this survive? FAILS - GO BACK, DO NOT SHIP the loop is the point, not the detour AI COMPRESSES gather and extract - hours to minutes AI DOES NOT TOUCH question, screening rules, challenge, confidence language Speed in steps 2 and 4 is real. It buys you time to do steps 1, 3, 5 and 6 properly - not to skip them. The audit sits before the decision, not after the memo. A claim that fails is information, not failure.
🔍 Click to zoom - the loop, and the audit gate every claim has to pass
LiveThe five levers of this track4 min▶

Each lever is a session, and each one unlocks a specific set of claims in tonight's audit. They are also, in order, the five reasons research gets dismantled in a review:

  • Sharp question - a claim nothing could falsify cannot be supported, however many sources you pile behind it. "AI is transforming education" is not a finding. (b2)
  • Source tiering - if you accept whatever ranked first, your evidence base is a popularity sample. The peer-reviewed study and the regulator's own guidance rarely rank first. (b3)
  • Extraction table - a claim that carries a number needs a row recording the source, sample and measure behind it. Unrecorded numbers drift with every retelling. (b5)
  • Contradiction check - the source that disagrees exists whether or not you looked. If you did not, your claim is stated flat where it should be qualified. (b7)
  • Replication check - one small study is a hypothesis. Building a decision on it is a choice you should make consciously, and say out loud. (b7)

There is a sixth toggle: Add 40 sources. It is not a lever. Turn it on when the audit is at its best and watch what happens - we spend all of b4 on why.

Self-studyWhy the question is the whole ballgame3 min read▶

Most weak research is not badly sourced. It is badly asked - and then sourced beautifully. Compare:

Unfalsifiable

"Explore whether the education market is an opportunity for AI note-taking, and summarise the key trends and drivers."

Decision-scoped

"We will decide in two weeks whether to build a lecture-notes product for higher education. Test these claims, each of which could be false: (1) institutions, not students, hold the budget; (2) recording lectures needs documented consent in both target markets; (3) procurement takes 6 to 12 months; (4) our meeting-notes engine transfers to lecture audio without retraining. For each, tell me the strongest evidence for, the strongest evidence against, and what you could not find."

The second version can come back "claim 4 is unsupported" - which is the most valuable sentence in the whole project, and one the first version can never produce. Notice the last clause too: asking explicitly what could not be found is how you convert a model's silence into information rather than into false comfort.

Part 2 · the standard

How a hostile reviewer reads your memo 6 min live

The audit is not a grade. It is a simulation of the person who will read your work looking for the one soft claim - a board member, a supervisor, a client's data team, a peer reviewer, a regulator. That person applies roughly seven rules, in a fixed order, and they are the rules tonight's lab implements. Learn them and you can pre-empt every one of them before you send anything.

1 Is it decision-scoped? If nothing could falsify it, no evidence can support it either 2 Any support at all? A claim whose sources sit outside your set is an assertion 3 Is the support good enough? Vendor blogs and forum posts alone cannot carry a decision 4 Is anything retracted? Unscreened breadth is how retracted work enters a table 5 Is the number recorded? A figure with no source, sample or page will drift or vanish 6 Was disagreement handled? Qualify it or drop it - a flat claim over a split literature breaks 7 Does it hold up twice? One small study is a hypothesis. Say so, or find the replication
🔍 Click to zoom - the seven rules, in the order a reviewer applies them
LiveThree failures that are fatal, four that are a qualifier away4 min▶

Not every red row means delete the claim. Knowing which is which is what makes you fast:

  • Fatal - rewrite or drop: not decision-scoped (rule 1), no support in your set (rule 2), tier-4 support only (rule 3). These are not fixable by wording. You need a different claim or different evidence.
  • Fixable by work: unrecorded number (rule 5) - go and record it. Retracted source (rule 4) - screen properly and remove it.
  • Fixable by honesty: unhandled contradiction (rule 6) becomes "the literature is split; the stronger studies point this way." Thin evidence (rule 7) becomes "one study of 48 suggests X; we treat this as untested."
  • The honest unknown: occasionally a claim fails rule 7 and no replication exists at all. The correct output is not a softer sentence - it is "we do not know, and here is the test that would tell us." One of tonight's ten claims is exactly this, and it stays red all the way to b10 on purpose.
Self-studyAsking a model to attack its own answer3 min read▶

Models tend to agree with the framing they are handed, which is exactly wrong for research. Two prompt habits push against it:

Adversarial pass

"Here is my claim and the sources I am relying on. Argue the strongest case that this claim is wrong. Name the specific sources or study designs that would undermine it, tell me what evidence would be missing if it were false, and rank my sources by how much weight they can actually bear. Do not soften the critique."

Absence pass

"What did you NOT find? List, separately: (a) what you searched and found nothing on, (b) claims you could only support with vendor or promotional material, (c) where your corpus likely has a coverage gap for this question."

The second one is the underrated habit. A summary that reads as complete is not evidence of completeness - and asking for absence explicitly is the cheapest way to find out where the floor is thin. Verify what comes back, though: an absence claim is still a claim.

Demo 1 of 2

Audit ten claims, live ★ 12 min · everyone runs it

Below is the Cadence education question as most people would first answer it: a model asked a broad question, nine sources it happened to surface, and ten claims. Zero of the ten survive the audit. That is not a trick - read the failure rule on each row. Three are unfalsifiable, six have no support inside the source set you actually gathered, one rests on nothing but a vendor blog. Then start turning levers on and watch specific claims come back to life.

All levers off: 0 of 10, 9 sources in play. Read every failure rule before you touch anything.

Turn on Sharp question. The three unfalsifiable claims are replaced by claims that can be tested - one immediately survives. 1 of 10.

Add Source tiering: 9 sources becomes 22, and the peer-reviewed and regulator sources arrive. 2 of 10.

Add Extraction table (4 of 10), then Contradiction check (7 of 10). Note how many claims were only ever missing a qualifier.

Add Replication check: 9 of 10. Now read the one that still fails - and notice the audit is right about it.

What is real here and what is a teaching corpus The 22 sources are a teaching corpus built for one decision, not a real literature. Everything else is real: each source carries a type, tier, year, sample size and funder, and the audit is a rule engine that reads those attributes exactly as described in Part 2. Claims fail for a reason you can trace to a specific source. The rules are the transferable part - the corpus is the sandbox.
Demo 2 of 2

The climb, and the 40-source trap ★ 10 min · explore

The whole ladder, computed in front of you: 0 → 1 → 2 → 4 → 7 → 9 surviving claims. Then the row that will change how you work. With the audit at its best, turn on Add 40 sources: your reading pile goes from 22 to 62, and surviving claims drop from 9 to 8 - because one of those 40 hits is retracted, and it lands in the support for a claim that was previously clean. Nearly three times the reading, one claim worse off.

Read the rungs as sessions: question (b2), tiering (b3), extraction (b5), contradiction and replication (b7).

Note the two biggest single jumps: contradiction (+3) and replication (+2). Challenge work pays more than gathering work.

Now the anti-lever. Predict what it will do before you click. Most people expect a small gain.

Read why the claim died. Then say the rule out loud: breadth without screening is not more evidence, it is more risk.

Real world

"Let's just look at more sources" is the most reflexive move in research and one of the least effective. Volume helps only after tiering and screening are in place - otherwise every extra hit is another chance to import something retracted, duplicated, promotional or off-population, and every one of those is a hole a reviewer can put a finger through. The professional version of thoroughness is not a bigger pile. It is a defined search, written inclusion rules, and a record of what you excluded and why - which is exactly what b3 and b4 build.

Homework

Try it yourself - this week ◐ 30-40 min total

Source material

Official sources covered

This track teaches the working core of the established evidence-synthesis standards and the current guidance on AI in research, with a live audit on the key pages. The normative documents stay with their bodies and are linked each session. This page covers:

✓The research loop and the seven audit rulesParts 1-2 · every rule gets its own session from b2 onward
◐Evidence-synthesis standards - reporting, risk of bias, certainty gradingIntroduced as the audit's ancestry · applied properly in b3, b5, b7
◐Screening discipline - inclusion rules, dedupe, retraction checksPreviewed by the anti-lever · full treatment in b4
◐Replication and reliability evidenceNamed tonight as the reason for rule 7 · numbers and studies in b7
◐AI failure modes in research - corpus gaps, agreeable answers, absence blindnessPrompt habits here · documented evidence in leader session a3
Check yourself

Three questions before you go 🎯 ◐ 90 seconds

1 · Which two steps of the loop does AI genuinely compress?

Gathering and extraction go from hours to minutes, and that is a real gain. Framing the question, writing inclusion rules, hunting for disagreement and calibrating confidence language are unchanged - and the audit only tests those.

2 · A claim fails the audit with "unhandled contradiction". What is the usual correct fix?

Contradiction is fixable by honesty, not by volume. Piling on agreeable sources is how you get an unfalsifiable memo. Naming the split and weighting it by study quality is both more defensible and more useful to whoever decides.

3 · From a clean 9 of 10, adding 40 more sources drops the audit to 8. Why?

Unscreened breadth is how retracted, duplicated or off-population material enters a table. The audit does not care how much you read; it cares what your claims rest on. Volume becomes useful only after tiering and screening are in place.

Researcher session 1 cheat sheet · pin this

The loopQuestion → gather → screen → extract → challenge → synthesise, with the audit before the decision. AI compresses gather and extract only.
The five leversSharp question (b2) · source tiering (b3) · extraction table (b5) · contradiction check (b7) · replication check (b7).
The ladder0 → 1 → 2 → 4 → 7 → 9 claims surviving. b10 ships at 9 with the tenth marked honestly unknown.
The anti-lever+40 unscreened sources: 62 read, 8 surviving. Breadth without screening is more risk, not more evidence.
Fatal failuresNot decision-scoped · no support in your set · tier-4 support only. Rewriting the sentence will not save these.
Fixable by honestyContradiction → qualify it. Thin evidence → say "one study, n=48, untested". Both are stronger than a flat claim.
Two prompt habitsAdversarial pass: argue the strongest case I am wrong. Absence pass: tell me what you did not find, and where your corpus is thin.
Running decisionShould Cadence build lecture notes for higher education? Memo with an audit trail due at b10.