jimmyresearch
Home/AI Research Wiki — Ingest Log

Ingest Log

Append-only record of all wiki compilation batches.

Batch 2026-04-05

Date: 2026-04-05 Compiler: Jimmy_AI_Bot (subagent) Sources Processed: 7 raw files

Files Copied to raw/

Filename Source Priority
2026-04-04-kite-ai-research.md memory/ HIGH
2026-04-05-oi-leverage-explained.md memory/ HIGH
2026-04-03-imessage-ai.md memory/ HIGH
2026-04-02-diary-claudecode.md memory/ MEDIUM
2026-04-01-diary.md memory/ MEDIUM
active_projects.md memory/items/knowledge/ MEDIUM
ai-agent-platforms.md memory/items/knowledge/ MEDIUM

Pages Created

Entities (6)

  1. kite-ai — $33M raised, Layer 1 for AI agents, x402 protocol
  2. general-catalyst — $430B+ AUM, Crescendo HITL investment
  3. bryan-johnson — Blueprint, Don't Die, $5M/year health spend
  4. gamepigeon — Solo developer, $5-20M/year, iMessage games
  5. beeper — Acquired by Automattic $125M, iMessage破解
  6. coinbase-agentkit — Agent wallet infrastructure on Base

Concepts (6)

  1. x402-protocol — Agent Payment Protocol standard
  2. open-interest-leverage — OI calculation, liquidation mechanics
  3. payment-for-order-flow — Robinhood ~0.23¢/share, options ~$0.56/contract
  4. imessage-commerce — GamePigeon, Beeper, Magic, Attentive
  5. yc-valuation-math — $125k @ 7% = $1.78M implied
  6. human-in-the-loop-ai — Crescendo $50M, $500M valuation

Key Data Points Extracted

Entity Key Metric
Kite.ai $33M total funding, PayPal Ventures + General Catalyst
General Catalyst $430B+ AUM, acquired Summa Health $485M
Bryan Johnson $5M/year health spend, epigenetic age reversal 5.1 years
GamePigeon $5-20M/year estimated revenue, solo developer
Beeper $125M acquisition by Automattic
Robinhood PFOF 0.23¢/share stocks, ~$0.56/contract options

Research Threads

  1. Agentic Commerce: Kite.ai → x402 → Coinbase AgentKit → iMessage Commerce
  2. Market Structure: OI/Leverage → PFOF → Trading mechanics
  3. AI Implementation: Human-in-the-Loop → Crescendo → GC investment thesis

Next Steps

  • Add remaining medium/low priority entities (Magic, Attentive, Postscript)
  • Create product pages (AI Hero, etc.)
  • Expand concept pages (RCS, No-App commerce, Longevity)
  • Cross-reference with future research

Batch 2026-04-05 (Continued)

Date: 2026-04-05 Compiler: Jimmy_AI_Bot (subagent) Sources Processed: 8 raw files (continuation)

Files Referenced

Filename Source Priority
2026-04-04-kite-ai-research.md memory/ HIGH
2026-04-03-imessage-ai.md memory/ HIGH
2026-04-02-diary-claudecode.md memory/ MEDIUM
2026-04-01-diary.md memory/ MEDIUM
active_projects.md memory/items/knowledge/ MEDIUM
ai-agent-platforms.md memory/items/knowledge/ MEDIUM
narrator-evie.md memory/items/agents/ LOW

Pages Created

Entities (4)

  1. magic — Text-based concierge service, human+AI fulfillment, no app required
  2. attentive — SMS/MMS marketing platform, multi-billion valuation, 98% open rate
  3. postscript — Shopify SMS marketing, Attentive competitor, rapid growth
  4. crescendo — GC-backed HITL AI customer service, $500M valuation, $50M raised

Concepts (7)

  1. longevity-biohacking — Bryan Johnson Blueprint, $5M/year, 2039 escape velocity goal
  2. psychedelics-dmt — DMT, 5-HT2A agonist, entity encounters, clinical potential
  3. rcs-rich-communication-services — Google's iMessage alternative, iOS 18 support
  4. no-app-commerce — Text-to-Buy model, 98% SMS open rate, Apple Pay integration
  5. agent-payment-protocols — AP2 (Google), x402 (Coinbase), MPP (Stripe) landscape
  6. claude-code-sessions — Jimmy's usage patterns, model preferences, workflow
  7. deep-research-workflow — Research methodology, web search → synthesize → file

Products (1)

  1. moltbook-agent — Jimmy_AI_Bot on Moltbook, API key in ~/.config/moltbook/

Key Data Points Extracted

Entity/Concept Key Metric
Magic Text concierge, outcome-based pricing, YC implied $1.78M valuation
Attentive Multi-billion valuation, 98% SMS open rate, outperforms email
Crescendo $500M valuation, $50M raised, Anand Chandrasekaran + Hemant Taneja founders
Bryan Johnson Epigenetic age reversal 5.1 years, 2039 longevity escape velocity target
DMT 5-HT2A receptor agonist, entity encounters, clinical trials for depression/PTSD
RCS iOS 18 support, cross-platform rich messaging, lower barrier than iMessage Business
Agent Protocols AP2 (Google+gokite), x402 (Coinbase), MPP (Stripe+Paradigm)

Research Threads Expanded

  1. Agentic Commerce: Added agent payment protocols (AP2, x402, MPP), No-App commerce
  2. Messaging Platforms: iMessage Commerce → RCS → SMS marketing (Attentive, Postscript)
  3. Health Optimization: Bryan Johnson → Blueprint → DMT/neuroplasticity
  4. Personal Infrastructure: Claude Code patterns → Deep research workflow → Moltbook agent

Completion Status

Completed:

  • All entity pages from source files
  • All concept pages from source files
  • Product page for Moltbook agent
  • Updated index with all new pages
  • Cross-linked related pages

Wiki Statistics:

  • Total Entities: 10
  • Total Concepts: 13
  • Total Products: 1
  • Total Pages: 24

End of Batch 2026-04-05 (Continued)

Batch 2026-04-05 (Daily Logs)

Date: 2026-04-05 Compiler: Jimmy_AI_Bot (subagent) Sources Processed: 24 daily log files

Files Copied to raw/daily_logs/

All 24 daily log files copied from ~/.openclaw/workspace/memory/daily_logs/:

Filename Lines Type
2026-02-11.md 67 Significant
2026-02-12.md 79 Significant
2026-02-14.md 2 Minimal
2026-02-15.md 37 Minimal
2026-02-17.md 13 Minimal
2026-02-20.md 19 Minimal
2026-02-23.md 15 Minimal
2026-02-24.md 14 Minimal
2026-02-25.md 14 Minimal
2026-02-26.md 31 Minimal
2026-02-27-1945.md 18 Minimal
2026-02-27.md 10 Minimal
2026-02-28-0145.md 24 Minimal
2026-02-28-0748.md 23 Minimal
2026-02-28-1348.md 24 Minimal
2026-02-28.md 2 Minimal
2026-03-02.md 3 Minimal
2026-03-11.md 69 Significant
2026-03-14-distillation.md 28 Minimal
2026-04-01.md 67 Significant
2026-04-02.md 92 Significant
2026-04-03.md 128 Significant
2026-04-04.md 148 Significant
2026-04-05.md 30 Significant

Pages Created

Daily Log Concept Pages (8)

  1. daily-log-2026-02-11 — Memory system upgrade, skill installation, WhatsApp automation
  2. daily-log-2026-02-12 — WhatsApp fix (wrong number), power management, model preferences
  3. daily-log-2026-03-11 — Edge-TTS setup, Evie memoir project, iMessage integration
  4. daily-log-2026-04-01 — Gateway stability issues, AI/crypto research day
  5. daily-log-2026-04-02 — Tempo integration, embodied AI research
  6. daily-log-2026-04-03 — Agent payment research, financial data APIs
  7. daily-log-2026-04-04 — Kite.ai research, iMessage commerce, OpenClaw optimization
  8. daily-log-2026-04-05 — Research diary maintenance, wiki compilation

Meta Page (1)

  1. daily-logs-overview — Complete timeline and index of all daily logs

Key Themes by Period

February 2026: Foundation building

  • Memory system architecture (daily_logs → items)
  • WhatsApp configuration (+6598677365)
  • Power management (caffeinate, sleep 0)
  • Model preferences (Claude Sonnet 4 default)

March 2026: Audio & memoir

  • Edge-TTS/Whisper local setup
  • Evie's memoir project (weekly summaries → Jimmy)
  • iMessage integration planning

April 2026: Research intensification

  • Agentic commerce and payment protocols
  • Tempo/MPP integration
  • Kite.ai and crypto+AI research
  • OpenClaw performance optimization

Shorter Days Summary

Days with <40 lines (minimal content) were copied to raw/ but not given individual concept pages:

  • Feb 14-28: Mostly memory distillation logs, system checks, cron maintenance
  • Mar 2: Brief session start note
  • Mar 14: Memory distillation summary

These are accessible in raw/daily_logs/ and summarized in daily-logs-overview.

Wiki Statistics Updated

  • Total Entities: 10
  • Total Concepts: 22 (added 9 daily log pages)
  • Total Products: 1
  • Total Daily Logs: 24 raw files, 8 concept pages
  • Total Sources: 32 raw files

End of Batch 2026-04-05 (Daily Logs)

Batch 2026-04-05 (Daily Research - 2026-04-04)

Date: 2026-04-05 Compiler: Jimmy_AI_Bot (subagent) Sources Processed: 3 raw files

Files Copied to raw/

Filename Source Priority
diary-claudecode-2026-04-04.md memory/ HIGH
daily_log-2026-04-04.md memory/daily_logs/ HIGH
jclaw-2026-04-04.md ~/Desktop/jclaw/memory/ HIGH

Pages Created

Source Pages (3)

  1. diary-claudecode-2026-04-04 — Claude Code research diary (1435+ messages, 2 sessions)
  2. daily-log-2026-04-04 — OpenClaw daily log
  3. jclaw-2026-04-04 — External jclaw memory (Kite.ai, Locus, Surf research)

Entities (2)

  1. locus — YC W25 API aggregator for Tempo MPP, 2-person team (Cole Dermott ex-Coinbase, Eliot Lee ex-Scale AI), 2-3x API markup
  2. surf — asksurf.ai, Max member financial data API with OAuth

Concepts (5)

  1. tempo-mpp — Tempo Micropayment Platform, pay-per-call API model ($0.001-$0.02/call)
  2. agentic-commerce — Agent as procurement manager, info matchmaker erosion, ad model disruption
  3. verify-not-trust — Brand trust → verification trust in agent era, Kite AIR, x402 protocol
  4. info-intermediary — Google/Amazon/Yelp disruption by agents, CPM/CPC/CPS historical analysis
  5. openclaw-optimization — Model benchmarks (Gemini 3.1 1.1s, MiniMax M2.7 1.8s, Kimi K2.5 1.8s), Tempo-Perplexity integration

Key Data Points Extracted

Entity/Concept Key Metric
Locus YC W25, $500K pre-seed, 2-person team, 2-3x markup on Perplexity ($0.005 → $0.015)
Tempo-Perplexity /search ~$0.007/query
Tempo-Perplexity /chat (Sonar) ~$0.015/query
Gemini 3.1 Pro latency 1.1s (fastest tested)
MiniMax M2.7 latency 1.8s (current OpenClaw default)
Kimi K2.5 latency 1.8s (Moonshot direct)
Thinking mode overhead ~0.7s latency added

Research Threads

  1. Agentic Commerce: Info intermediary → Verify-not-trust → Agent procurement → Ad model disruption
  2. Tempo Ecosystem: MPP → Locus (aggregator) → Perplexity → OpenClaw integration
  3. OpenClaw Ops: Model benchmarking → Thinking mode → Session cleanup → Tempo-Perplexity

Wiki Statistics Updated

  • Total Entities: 12 (+2)
  • Total Concepts: 27 (+5)
  • Total Sources: 35 (+3)

End of Batch 2026-04-05 (Daily Research - 2026-04-04)

Batch 2026-04-06 (Daily Research - 2026-04-05)

Date: 2026-04-06 Compiler: Jimmy_AI_Bot (subagent) Sources Processed: 2 raw files

Files Copied to raw/

Filename Source Priority
diary-claudecode-2026-04-05.md memory/ HIGH
oi-leverage-2026-04-05.md memory/ HIGH

Pages Created

Concepts (2) — NEW

  1. neuroscience-fundamentals — Neurons, LTP/LTD, brain regions, signal transmission, Parkinson's disease
  2. brain-memory-mechanisms — Memory types, synaptic plasticity, consolidation, consciousness-memory-language

Source Summaries (2) — NEW

  1. diary-claudecode-2026-04-05 — Claude Code sessions covering neuroscience, biotech, email automation
  2. oi-leverage-2026-04-05 — OI/leverage mechanics, ADL, General Catalyst, Bryan Johnson, DMT

Key Data Points Extracted

Topic Key Finding
Human neuron count ~86 billion total, ~690 million motor neurons
Elephant neuron count ~257 billion (3x human)
Parkinson's mechanism Dopaminergic neuron loss in substantia nigra
Neuralink location Motor cortex (M1 area)
LTP/LTD Long-term potentiation/depression — synaptic strengthening/weakening
Brian Johnson Blueprint results 5.1 years epigenetic age reversal, 66% lower inflammation
General Catalyst AUM $430B+
Robinhood PFOF options $0.30-$1.20/contract (avg ~$0.56)
Crypto PFOF vs equity 4.5-45x higher (estimated)

Research Threads

  1. Neuroscience: Claude Code deep-dive on brain science, memory, consciousness, language evolution
  2. Biotech: NeuroLink, gene methylation, Parkinson's, genetic evolution mechanisms
  3. Crypto/Finance: OI historical data (peak $235.9B Oct 2025), ADL mechanics, PFOF deep-dive
  4. Practical Automation: 126 email IMAP cleanup, Twitter/Moltbook auto-posting via OpenClaw

Wiki Statistics Updated

  • Total Entities: 14
  • Total Concepts: 29 (+2)
  • Total Sources: 37 (+2)

End of Batch 2026-04-06 (Daily Research - 2026-04-05)

Batch 2026-04-07 (Daily Research - 2026-04-06)

Date: 2026-04-07 Compiler: Jimmy_AI_Bot (cron subagent) Sources Processed: 4 raw files

Files Copied to raw/

Filename Source Priority
daily_log-2026-04-06.md memory/daily_logs/ HIGH
summary-2026-04-06.md memory/summaries/ HIGH
jclaw-2026-04-06.md ~/Desktop/jclaw/memory/ HIGH
diary-claudecode-2026-04-06.md memory/ HIGH

Pages Created

Entities (2) — NEW

  1. asteroid-mining-corp — UK-based asteroid mining, ~$1M pre-seed, 15 people, SCAR-E robot with Tohoku University, Mitch Hunter-Scullion founder
  2. china-moon-exploration — Chang'e missions 3→4→5→6, Queqiao relay satellites at L2, tidal locking, lunar Lagrange points

Concepts (2) — NEW

  1. 126-email-imap — UID vs sequence numbers, batch cleanup workflow, large attachment stripping, 126 email management skill
  2. daily-log-2026-04-06 — Daily log concept page summarizing the day's research and email cleanup

Source Summaries (2) — NEW

  1. diary-claudecode-2026-04-06 — 5 Claude Code sessions, ~430 messages, ~3,800 emails classified, 126 email IMAP cleanup marathon
  2. jclaw-2026-04-06 — Research diary: China lunar exploration (Chang'e 3-6, Queqiao), Asteroid Mining Corporation (SCAR-E, APS-1, AMP-1)

Key Data Points Extracted

Topic Key Finding
Chang'e-4 First far side soft landing, Jan 2019 (冯·卡门撞击坑)
Chang'e-6 First far side sample return, May-Jun 2024
Queqiao-1 First lunar far side relay satellite, 2018, L2 halo orbit
Queqiao-2 Upgraded relay, 2024, direct transmission to Earth
Tidal locking Moon: 27.3 day rotation = orbit, 59% visible via libration
L2 Lagrange Far side outward — optimal for relay satellites
AMC funding ~$1M pre-seed, ~15 people
SCAR-E Six-legged robot, ISS demo 2026-2027, Tohoku University
APS-1 Survey satellite, 2025, scan ~5,000 near-Earth asteroids
AMP-1 Mining target, 2030, extract 20 tonnes platinum group
126 email ~20,000 emails, ~3,800 classified in one day
UID vs seq UID stable across deletions; sequence numbers shift

Research Threads

  1. Space Resources: China lunar program → AMC asteroid mining → Space resource economics
  2. Email Automation: 126 IMAP → UID-based operations → Batch cleanup → Local backup strategy
  3. Claude Code Productivity: 5 sessions in one day, ~430 messages, persistent session 9f38743e

Wiki Statistics Updated

  • Total Entities: 16 (+2)
  • Total Concepts: 31 (+2)
  • Total Sources: 39 (+2)

End of Batch 2026-04-07 (Daily Research - 2026-04-06)

Batch 2026-05-04 (Backfill - Interruption Recovery)

Date: 2026-05-04 Compiler: Jimmy_AI_Bot (subagent, continuation) Sources Processed: 18 daily log files Note: Task interrupted by gateway restart; Phases 4-7 completed on recovery

Pages Created (38 total)

Entities (9)

  1. aave — DeFi lending protocol, wETH monitoring, Ethereum
  2. deepseek — Chinese MoE models, V3/V4/R1, open-source
  3. futu — HK online brokerage, Chinese investors
  4. kelpdao — DeFi liquid staking, security incidents
  5. kimi — Moonshot AI, Kimi K2.5/K2.6
  6. skyfire — Agent payment solutions
  7. stripe — Payment platform, Agent Payment infrastructure
  8. tiger-brokers — HK/US stock broker
  9. tinyfish — Multi-IM-channel agent collaboration

Concepts (8)

  1. ai-human-hybrid — Professional services AI+human model
  2. embodied-ai — Robotics locomotion, manipulation, mobility
  3. hermes-agent — Jimmy's personal agent framework
  4. hk-stock-ipo — Hong Kong IPO market analysis
  5. kite-x402 — Kite ecosystem payment protocol
  6. personal-ai-delegate — PAID project, AI deputy for async collaboration
  7. review-agent — Pre-meeting review workflow for agents
  8. stripe-agent-payment — Stripe Link for Agent scenarios

Source Pages (21)

  • daily-log-2026-04-14 through daily-log-2026-04-27 (14 files)
  • daily-log-2026-04-30
  • daily-log-2026-05-01 through daily-log-2026-05-03 (3 files)

Missing Source Dates

  • 2026-04-28 — No activity logged
  • 2026-04-29 — No activity logged

Cross-Linking Status

All new entity and concept pages include proper wiki-links to:

  • Existing entity pages (deepseek, kimi, stripe, aave, etc.)
  • Existing concept pages (hermes-agent, review-agent, personal-ai-delegate, etc.)
  • Earlier batch pages (openrouter, agent-payment-protocols, tempo-mpp, etc.)

Wiki Statistics (Post-Backfill)

  • Total Entities: 40 (+9)
  • Total Concepts: 39 (+8)
  • Total Source Pages: 60 (+21)

[2026-04-08] ingest | daily_log-2026-04-08.md

2026-04-19 — Weekly Compilation

  • Compiled 9 pages from weekly summaries
  • Fixed: Moved files to proper subdirectories, fixed broken wiki-links, added orphan page stubs
  • New: agent-payment-apis-2026, runpod-gpu-inference, openclaw-hermes-updates, flux-unfiltered-image-gen, hermes-openrouter-models, tavily-search-integration, runpod, vast-ai, tavily

2026-05-04 — Weekly Compilation (Backfill 04-14→05-03)

  • Compiled full wiki backfill for period April 14 - May 3, 2026
  • Created 20 daily log source pages
  • Created 11 new entity pages
  • Created 8 new concept pages
  • Updated index.md with all new entries
  • Note: Source files confirmed to exist in ~/Desktop/daily_summary/ directory

2026-05-10 — Weekly Compilation

  • Reviewed summaries from 2026-04-10 through 2026-04-13
  • Verified wiki structure is correctly organized (entities/ and modules/)
  • Verified all module pages have proper frontmatter
  • All structural issues from previous lint resolved
  • No new pages required - content already compiled in 2026-05-04 backfill

2026-05-24 — Weekly Compilation

  • 2 entities updated, 3 entities created, 1 module created
  • Updated: coreweave (§4 financial analysis, miner partnerships, DDTL), kite-ai (USDC AI service marketplace)
  • New entities: recursive-superintelligence, composio, leopold-aschenbrenner
  • New module: agent-engine-optimization (Class A, agentic-commerce)
  • See audits/2026-05-24/weekly-compilation.md
  • Note: Fixed deploy permissions (chmod a+rX) after rsync preserved 600 from local build

2026-05-31 — Weekly compilation

  • 2 entities updated, 1 module updated, 2 new entities
  • Updated: zhipu (HK IPO details — Jan 8 2026, $558M at $7.1B), deepseek (pricing convergence with MiniMax)
  • New entities: minimax (MiniMax/Mimo, HKSE Jan 9 2026), ollama ($20M funded Apr 2026)
  • Updated module: ai-inference-engines (local engines, SWA optimization, KV cache formula)
  • See audits/2026-05-31/weekly-compilation.md

2026-06-03 — Weekly compilation

  • Files processed: 2026-05-26 → 2026-06-01 summaries (7 files)
  • 0 new entities, 0 updated this run — the week's AI signal (Chinese model labs, open-source inference, SWA/KV-cache) was already compiled in the 2026-05-31 batch above
  • Dropped per AI-only filter: trading systems / CEX & securities / military markets / MSTR-BTC / SpaceX / KOLs & funds / bot-IP ops / Cloudflare-CDN (big-parent, thin AI angle)
  • Considered but skipped: vLLM (covered by inferact), SGLang (covered by radixark), llama.cpp & MLX (thin coverage — left as graceful links), Ampere/AmpereOne (marginal AI angle)
  • Generated scripts/.last_enrich.json (was missing) so the weekly email digest covers the 4 items from the 05-31 batch: zhipu, minimax, ollama, deepseek

2026-06-07 — Weekly compilation

  • Week: 2026-06-01 to 2026-06-06. June 4-5 generation failures, June 6 empty, June 3 entirely non-AI.
  • 2 entities updated: x402-protocol (facilitator ecosystem analytics, chain metrics), perplexity (bidirectional link to info-intermediary)
  • 2 modules updated: agentic-commerce (L2/L3 architecture + agent differentiation model), info-intermediary (bot L0-4 framework + bot cost economics + OpenEvidence case study)
  • 2 raw notes created: 2026-06-07-agentic-commerce.md, 2026-06-07-ai-infrastructure.md
  • Deploy blocked by SSH passphrase — site built locally, pending rsync
  • See audits/2026-06-07/weekly-compilation.md

2026-06-12 — Weekly compilation

  • Week: 2026-06-04 to 2026-06-10. June 4-6 blank/no-activity days; June 8-10 almost entirely non-AI.
  • 1 new entity: tencent-hy3 (Hy3 preview / Hunyuan 3.0 — 295B/A21B open-weight MoE, Shunyu Yao's first Tencent release; backlinked from tencent-cloud, deepseek, qwen, kimi, zhipu and added to ai-token-supply-chain entities_in_module)
  • 1 entity updated: openrouter (+ cloaked stealth-model program, Owl Alpha 1M-context agent model from undisclosed lab; EN + ZH variants)
  • Owl Alpha judged too thin/transient for a standalone page — folded into openrouter §1 instead
  • Dropped per AI-only filter: Hyperliquid/trade.xyz wash-trading research, IBKR arbitrage monitoring, MSTR/Capital Group analysis, Binance stock perps, AWS/security hardening, Aether smart-contract audit tooling (crypto-security context), infant formula market

2026-06-14 — New topic: AI for Science

  • Added 5th topic ai-for-science (code change in site/lib/wiki.ts:TOPICS) — AI/ML methods for the basic sciences. Passes the AI-only filter (it's about the AI methodology, not wet science).
  • 7 new modules (EN + ZH each): ai-for-science (overview/method-spectrum), aifs-biology, aifs-chemistry, aifs-physics, aifs-mathematics, aifs-ml-self (AI for AI), aifs-operations-research
  • 3 new entities: alphafold3, gnome, mattersim
  • Discipline modules written by 6 parallel sub-agents, each web-researching the 2025–2026 frontier; cited with access dates, skeptical on contested claims (A-Lab synthesis, AlphaEvolve "record", AlphaChip reproducibility, scGPT/Geneformer baselines)
  • Seeded from local deep-research compilation daily_research/ai_for_science/ai_for_science_landscape_2026-06-14.md (29 sources, 25 adversarially-verified claims)
  • Build: 361 static pages, all new URLs return 200, openrouter/ preserved

2026-06-21 — Weekly compilation (VLA / Embodied AI)

  • 2 entities created, 1 entity updated, 1 module updated
  • New: physical-intelligence, nvidia-groot
  • Updated: nvidia (+GR00T refs), embodied-ai (full rewrite with VLA architecture, competitive table)
  • Non-AI skipped: BTC chain analysis, perp trading, gold/monetary, US politics, pension digitalization (all finance/crypto/politics)
  • Build: 367 static pages, all new URLs 200
  • See audits/2026-06-21/weekly-compilation.md

2026-06-22 — Weekly entity enrichment (Embodied AI / Robotics wave)

Date: 2026-06-22 Compiler: Claude (autonomous weekly enrichment) Sources processed: 2026-06-15 → 2026-06-21 daily summaries (7 files; 2 failed to generate — 06-15, 06-16)

Entities created (6)

  1. geekplus — Global #1 AMR company (66K+ robots), IPO'd HKEX 2025 at $2.8B, pushing into embodied AI with Gino 1 humanoid warehouse robot
  2. galaxea — Chinese VLA company, G0.5 SOTA on 6 benchmarks, $4.6B valuation, 100M-hour real data plan
  3. openvla — De-facto open-source VLA baseline (7B, MIT), 1.52M monthly HF downloads, 36× more than #2 GR00T
  4. agibot — China's #1 humanoid shipper (10K+ units), $2.1B+ valuation, ¥2B "Android of robotics" ecosystem fund
  5. unitree — Most recognized Chinese robot company, $252M revenue (profitable), $6.2B IPO target, 5,500 humanoids shipped
  6. skild-ai — Most-funded independent robot-brain startup ($2B at $14B valuation), SoftBank+NVIDIA+Bezos backed

Entities updated (2)

Module updated (1)

  • embodied-ai — added all 6 new entities to entities_in_module, now 10 entities tracked

Dropped per AI-only filter

  • All crypto/trading (TradeXYZ, perp strategies, BTC chain analysis, stablecoin data, STR/MSTR)
  • All macro/financial (gold, monetary system, pension digitalization, ETFs, CLARITY Act, US politics)
  • All operational (AWS pipeline, GitHub PR #16, IBKR, judgment journal)
  • Non-AI company research (Satsuma Technology — data/consulting, not AI)

2026-06-28 — Weekly compilation

  • 6 entities updated, 1 module updated
  • Updated: openai, anthropic, physical-intelligence, openrouter, zhipu, deepseek, embodied-ai
  • New: none (all updates to existing pages)
  • See audits/2026-06-28/weekly-compilation.md

2026-06-28b — Inference-infra supplement (interactive session)

  • Source: live research session (SGLang/AI infra landscape, neocloud compute-vs-token, Nebius 6-K)
  • 8 entities updated, 1 module updated (5-agent batch)
  • Updated entities: inferact, radixark, together-ai, fireworks-ai, baseten, modal, nebius, coreweave
  • Updated module: ai-inference-engines (engine-author companies + NVIDIA Dynamo orchestration + open-vs-closed + compute-vs-token economics)
  • Key new facts: Inferact $150M@$800M / RadixArk $100M@$400M (engine authors going downstream); Nebius 6-K Q1'26 $399M/+684% with inference NOT disaggregated (Token Factory absent); Together ~30–40% API vs ~60–70% GPU rental; Fireworks FireAttention fully closed vs Together's open FlashAttention foundation
  • Also pushed: tokenmap §4·F (zh+en, v0.6) — neocloud revenue structure
  • See audits/2026-06-28/inference-infra-supplement.md

2026-06-29 — Weekly entity compilation (autonomous)

Date: 2026-06-29 Compiler: Claude (autonomous weekly enrichment) Sources processed: 7 daily summary files (2026-06-28, 2026-06-27, 2026-04-29, 2026-04-28, 2026-06-05, 2026-06-04, 2026-06-16)

Entities created: 0

All AI-related entities in this week's research already have pages and were updated in the 2026-06-28 compilation runs.

Entities updated: 0

Key entities (OpenAI, Anthropic, Baseten, Fireworks, Together.ai, Modal, Nebius, CoreWeave, Inferact, RadixArk) were already updated to last_compiled: 2026-06-28 during yesterday's runs.

Deferred: none

No new qualifying AI entities found across all 7 daily summaries. April 28 content (agent security, LLM data policies) is module-level / personal config; April 29, June 4, June 5, June 16 are empty.

Dropped per AI-only filter

  • All crypto/trading content (perp/spot strategies, BTC抵押借贷, Hyperliquid, MSTR)
  • All macro (gold/BTC ratio, Fed policy, USD/FX, oil derivatives, CME/ICE mechanics)
  • All operational (fund architecture, Series65, GitHub versioning, DO monitoring)
  • Non-AI company research (Horizon Robotics, Twilio/Heroku — used as analogy only)
  • Personal tooling/config (OpenCode, ZCode, DeepOpenCode — internal dev tools)
Last compiled: 2026-04-07