Commit graph

2262 commits

Author SHA1 Message Date
b17789fd29 Auto: domains/manufacturing/HBM memory supply concentration creates a three-vendor chokepoint where all production is sold out through 2026 gating every AI training system regardless of processor architecture.md | 1 file changed, 38 insertions(+) 2026-03-24 18:01:47 +00:00
9d2e77b265 Auto: domains/manufacturing/CoWoS advanced packaging is the binding bottleneck on AI compute scaling because TSMC near-monopoly on interposer technology gates total accelerator output regardless of chip design capability.md | 1 file changed, 39 insertions(+) 2026-03-24 18:01:24 +00:00
1cdd5fae4f theseus: add 3 compute infrastructure claims + source archive
- What: 3 structural claims about AI compute governance implications
  1. Inference shift favors distributed architectures (experimental)
  2. Physical constraints create governance window via timescale mismatch (experimental)
  3. Supply chain concentration is both governance lever and systemic fragility (likely)
  Plus: source archive from 5 research sessions (ARM, NVIDIA, TSMC, compute governance, power)
- Why: Cory directed research into physical AI infrastructure. Joint effort with Astra —
  Astra takes manufacturing/energy claims, Theseus takes governance/AI-systems claims.
- Connections: Links to compute export controls, technology-coordination gap, safe AI dev,
  systemic fragility, collective superintelligence claims

Pentagon-Agent: Theseus <24DE7DA0-E4D5-4023-B1A2-3F736AFF4EEE>
2026-03-24 17:55:05 +00:00
1d8f936726 rio: MetaDAO full text backfill — 28 decision records
Adds complete proposal text to all 28 MetaDAO governance records that
previously had only hand-built summaries. This was the original batch
from PR #1748 that was closed without merge due to rebase conflict.

Records updated:
- Proposals 1-15: LST vote market, Autocrat migrations (v01/v02),
  Saber vote market, spot market creation, AMM program, multi-option
  proposals, OTC trades (Ben Hawkins, Pantera, Colosseum), Dutch auction,
  burn 99.3% META, FaaS development, benevolent dictators, compensation
- Proposals 16-36: Fundraise 2, Q3 roadmap, create Futardio, services
  agreement, hire Advaith, swap ISC, hire Robin Hanson, token split,
  release launchpad, OTC Theia, migrate META token, fund futarchy research

Source: inbox/archive/internet-finance/ proposal archives from futard.io

Pentagon-Agent: Rio <5551F5AF-0C5C-429F-8915-1FE74A00E019>
2026-03-24 17:18:35 +00:00
Teleo Pipeline
10a2c35931 rio: never hallucinate URLs — use proposal_url from frontmatter
Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
2026-03-24 17:06:06 +00:00
Teleo Agents
e0e20cc656 entity-batch: update 1 entities
- Applied 2 entity operations from queue
- Files: entities/internet-finance/ranger-finance.md

Pentagon-Agent: Epimetheus <968B2991-E2DF-4006-B962-F5B0A0CC8ACA>
2026-03-24 17:00:55 +00:00
Teleo Agents
279225b24f pipeline: clean 2 stale queue duplicates
Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
2026-03-24 17:00:01 +00:00
Leo
a32bbeffa1 extract: 2026-03-24-tg-shared-unknown-metadao-appoint-nallok-proph3t (#1769)
Some checks are pending
Sync Graph Data to teleo-app / sync (push) Waiting to run
2026-03-24 16:49:15 +00:00
Teleo Agents
0f6b5f1e9b pipeline: archive 1 source(s) post-merge
Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
2026-03-24 16:47:27 +00:00
Teleo Agents
128c6297b3 extract: 2026-03-24-telegram-m3taversal-futarchy-metadao-fi-is-not-a-real-site-the-link-t
Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
2026-03-24 16:47:24 +00:00
Teleo Agents
dbcb8dba35 entity-batch: update 1 entities
- Applied 1 entity operations from queue
- Files: entities/internet-finance/metadao.md

Pentagon-Agent: Epimetheus <968B2991-E2DF-4006-B962-F5B0A0CC8ACA>
2026-03-24 16:46:51 +00:00
Teleo Agents
cc3bb62655 pipeline: archive 1 source(s) post-merge
Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
2026-03-24 16:46:19 +00:00
Teleo Agents
9df6be77aa pipeline: clean 5 stale queue duplicates
Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
2026-03-24 16:45:02 +00:00
Teleo Agents
1ef454c9f8 pipeline: archive 1 source(s) post-merge
Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
2026-03-24 16:44:41 +00:00
Teleo Agents
8b687525de extract: 2026-03-24-telegram-m3taversal-hey-futairdbot-you-should-now-have-solomon-labs-p
Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
2026-03-24 16:44:39 +00:00
Teleo Agents
f951fb47ec pipeline: archive 1 conflict-closed source(s)
Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
2026-03-24 16:35:43 +00:00
Teleo Agents
6d94b4f009 pipeline: archive 2 source(s) post-merge
Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
2026-03-24 16:35:11 +00:00
Teleo Agents
832c4edcc3 extract: 2026-03-24-x-research-p2p-me-metadao-launch-allocation
Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
2026-03-24 16:35:08 +00:00
Teleo Agents
4031302f37 extract: 2026-03-24-x-research-p2p-me
Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
2026-03-24 16:35:04 +00:00
Teleo Agents
d65a76e811 rio: sync 3 item(s) from telegram staging
Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
2026-03-24 16:35:01 +00:00
Teleo Agents
17f89d7f9b pipeline: archive 1 source(s) post-merge
Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
2026-03-24 16:33:21 +00:00
Teleo Agents
5f4065ea31 extract: 2026-03-24-telegram-m3taversal-futairdbot-what-have-people-been-saying-about-p2
Some checks are pending
Sync Graph Data to teleo-app / sync (push) Waiting to run
Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
2026-03-24 16:33:19 +00:00
Teleo Agents
9788fc668f entity-batch: update 1 entities
- Applied 1 entity operations from queue
- Files: entities/internet-finance/p2p-me.md

Pentagon-Agent: Epimetheus <968B2991-E2DF-4006-B962-F5B0A0CC8ACA>
2026-03-24 16:32:48 +00:00
Teleo Pipeline
b756e69777 fix: lowercase MetaDAO URLs — 26 proposal_url 404s fixed
v1.metadao.fi/MetaDAO/ -> v1.metadao.fi/metadao/ (case-sensitive)

Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
2026-03-24 16:32:33 +00:00
Teleo Agents
8ae21783fc pipeline: archive 1 source(s) post-merge
Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
2026-03-24 16:32:14 +00:00
Teleo Agents
89b78b27e8 extract: 2026-03-24-telegram-m3taversal-did-you-run-an-x-keyword-search
Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
2026-03-24 16:30:47 +00:00
Teleo Agents
438cf995f3 rio: sync 2 item(s) from telegram staging
Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
2026-03-24 16:25:01 +00:00
Teleo Pipeline
a959f713ba rio: remove stale availability learning (Robin Hanson data exists now)
Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
2026-03-24 16:20:21 +00:00
Teleo Agents
1e87503113 rio: sync 5 item(s) from telegram staging
Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
2026-03-24 16:20:01 +00:00
Teleo Agents
ff44e79363 entity-batch: update 2 entities
- Applied 2 entity operations from queue
- Files: entities/internet-finance/metadao.md, entities/internet-finance/ranger-finance.md

Pentagon-Agent: Epimetheus <968B2991-E2DF-4006-B962-F5B0A0CC8ACA>
2026-03-24 16:16:45 +00:00
Teleo Agents
321fe4b39d rio: sync 3 item(s) from telegram staging
Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
2026-03-24 16:15:01 +00:00
fdebd95137 rio: batch 4 — 26 new decision records for 10 projects
New decision records with full proposal text for projects that previously
had zero governance documentation in the KB.

Omnipair (4): OMFG-001 through OMFG-004
Ranger (3): ICO launch + $2M buyback + contested liquidation
Solomon (3): ICO launch ($102.9M committed) + DP-00001 + DP-00002
Loyal (3): ICO launch ($75.9M committed) + buyback + liquidity adjustment
ZKLSOL (4): ICO launch + team burn + buyback + restructuring
Umbra (3): ICO launch + security audits + mainnet expansion
Futardio cult (3): ICO launch + omnibus (90% token burn) + liquidity pool
Kyros (1): Burn 4.42M unclaimed airdrop
Jito DAO (1): JTO Vault / TipRouter NCN (JIP-10)
Marinade (1): SAM Bid Routing to MNDE Stakers (MIP.5)

Pentagon-Agent: Rio <5551F5AF-0C5C-429F-8915-1FE74A00E019>
2026-03-24 15:53:35 +00:00
Leo
7406c8bdf7 extract: 2026-03-24-x-research-vibhu-tweet (#1757) 2026-03-24 15:48:11 +00:00
Teleo Agents
1c51e93f7a rio: sync 2 item(s) from telegram staging
Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
2026-03-24 15:35:01 +00:00
Teleo Agents
7e670c665d pipeline: clean 1 stale queue duplicates
Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
2026-03-24 15:30:01 +00:00
e8016cf013 rio: batch 3c — full text for remaining 21 decision records
Completes full proposal text backfill for all non-MetaDAO decision records.

Futardio proposals (3):
- futardio-proposal-1 (test, Failed 2024-05-27)
- futardio-fund-rug-bounty-program (Passed 2024-06-14)
- futardio-approve-budget-pre-governance-hackathon (Passed 2024-08-30)

FutureDAO (1):
- futuredao-initiate-liquidity-farming-raydium (Passed 2024-11-08)

Dean's List/IslandDAO (1):
- islanddao-treasury-proposal (Passed 2024-10-10)

Futardio launches — successful (3):
- avici-futardio-launch ($34.2M committed, $3.5M raised, 2025-10-14)
- paystream-futardio-fundraise ($6.1M committed, $750K raised, 2025-10-23)
- superclaw-futardio-fundraise ($5.95M committed, 119x oversubscribed, 2026-03-04)

Futardio launches — failed (10):
- digifrens ($6.6K/200K, 2026-03-03)
- git3 ($28.3K/100K, 2026-03-05)
- hurupay ($2M/3M, 2026-02-03)
- insert-coin-labs ($2.5K/50K, 2026-03-05)
- island ($250/50K, 2026-03-04)
- manna-finance ($205/120K, 2026-03-03)
- runbookai ($3.6K/350K, 2026-03-05)
- salmon-wallet (refunding, 2026-02-22)
- seekervault ($2.1K/75K, 2026-03-04)
- versus ($5.3K/500K, 2026-03-03)

Other (3):
- mtncapital-wind-down (first futarchy liquidation, ~Sep 2025)
- test-dao-testing-indexer-changes (test, 2025-07-02)
- the-meme-is-real (test, 2026-03-03)

Pentagon-Agent: Rio <5551F5AF-0C5C-429F-8915-1FE74A00E019>
2026-03-24 15:24:31 +00:00
Teleo Pipeline
929e70b5db epimetheus: 3 decision records from proposal extraction
Batch extraction of event_type: proposal sources into structured
decision records with full verbatim text + LLM analysis.

Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
2026-03-24 15:23:24 +00:00
735bb095f9 rio: Dean's List + ORE + coal full text + URL migration (missed #1750) (#1753)
Co-authored-by: Theseus <theseus@agents.livingip.xyz>
Co-committed-by: Theseus <theseus@agents.livingip.xyz>
2026-03-24 15:11:42 +00:00
55dd62b1b1 rio: Drift + Sanctum decision records — full text backfill + new records (#1750)
Co-authored-by: Theseus <theseus@agents.livingip.xyz>
Co-committed-by: Theseus <theseus@agents.livingip.xyz>
2026-03-24 14:34:42 +00:00
2913e7d58a rio: decision records batch 1 — 5 MetaDAO governance proposals (full text) (#1746)
Co-authored-by: Theseus <theseus@agents.livingip.xyz>
Co-committed-by: Theseus <theseus@agents.livingip.xyz>
2026-03-24 12:27:37 +00:00
Leo
7c7b81306a leo: research session 2026-03-24 (#1745) 2026-03-24 08:10:30 +00:00
Teleo Agents
b1a5867b52 pipeline: clean 2 stale queue duplicates
Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
2026-03-24 07:15:01 +00:00
Teleo Agents
f3c5832802 pipeline: archive 1 source(s) post-merge
Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
2026-03-24 06:45:50 +00:00
Teleo Agents
4318816d36 extract: 2026-03-20-spacenews-orbital-data-center-race-landscape
Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
2026-03-24 06:45:48 +00:00
Teleo Agents
ce200fc3a2 pipeline: archive 1 source(s) post-merge
Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
2026-03-24 06:45:12 +00:00
Teleo Agents
8693af544b extract: 2026-03-19-space-com-starship-v3-first-static-fire
Some checks are pending
Sync Graph Data to teleo-app / sync (push) Waiting to run
Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
2026-03-24 06:45:09 +00:00
Teleo Agents
f7e1ec4735 pipeline: clean 4 stale queue duplicates
Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
2026-03-24 06:45:02 +00:00
Teleo Agents
f727c603dd pipeline: archive 1 source(s) post-merge
Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
2026-03-24 06:37:32 +00:00
Teleo Agents
3472f386f3 extract: 2026-xx-richmondfed-rural-electrification-two-gate-analogue
Some checks are pending
Sync Graph Data to teleo-app / sync (push) Waiting to run
Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
2026-03-24 06:37:30 +00:00
Teleo Agents
45dabc9e42 pipeline: archive 1 source(s) post-merge
Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
2026-03-24 06:36:22 +00:00