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15 changed files with 217 additions and 6 deletions
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@ -25,6 +25,12 @@ Investors are explicitly pricing the integrated system (content → audience →
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- Feastables in 30,000+ retail locations with zero marginal cost customer acquisition vs traditional CPG 10-15% ad spend
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- Five verticals: software (Viewstats), CPG (Feastables, Lunchly), health/wellness, media, video games
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### Additional Evidence (extend)
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*Source: [[2025-03-10-bloomberg-mrbeast-feastables-more-money-than-youtube]] | Added: 2026-03-15*
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2024 actual financials confirm the model: media lost $80M, Feastables generated $250M revenue with $20M+ profit. 2025-2029 projections show revenue growing from $899M to $4.78B, with media becoming only 1/5 of total sales by 2026. The $5B valuation is pricing a proven model, not a speculative one.
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---
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Relevant Notes:
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@ -27,6 +27,12 @@ This is not an American problem alone. The American diet and lifestyle are sprea
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The four major risk factors behind the highest burden of noncommunicable disease -- tobacco use, harmful use of alcohol, unhealthy diets, and physical inactivity -- are all lifestyle factors that simple interventions could address. The gap between what science knows works (lifestyle modification) and what the system delivers (pharmaceutical symptom management) represents one of the largest misalignments in the modern economy.
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### Additional Evidence (extend)
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*Source: [[2025-06-01-cell-med-glp1-societal-implications-obesity]] | Added: 2026-03-15*
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GLP-1s may function as a pharmacological counter to engineered food addiction. The population-level obesity decline (39.9% to 37.0%) coinciding with 12.4% adult GLP-1 adoption suggests pharmaceutical intervention can partially offset the metabolic consequences of engineered hyperpalatable foods, though this addresses symptoms rather than root causes of the food environment.
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---
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Relevant Notes:
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@ -23,6 +23,12 @@ The competitive dynamics (Lilly vs. Novo vs. generics post-2031) will drive pric
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Real-world persistence data from 125,474 commercially insured patients shows the chronic use model fails not because patients choose indefinite use, but because most cannot sustain it: only 32.3% of non-diabetic obesity patients remain on GLP-1s at one year, dropping to approximately 15% at two years. This creates a paradox for payer economics—the "inflationary chronic use" concern assumes sustained adherence, but the actual problem is insufficient persistence. Under capitation, payers pay for 12 months of therapy ($2,940 at $245/month) for patients who discontinue and regain weight, capturing net cost with no downstream savings from avoided complications. The economics only work if adherence is sustained AND the payer captures downstream benefits—with 85% discontinuing by two years, the downstream cardiovascular and metabolic savings that justify the cost never materialize for most patients.
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### Additional Evidence (extend)
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*Source: [[2025-06-01-cell-med-glp1-societal-implications-obesity]] | Added: 2026-03-15*
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The Cell Press review characterizes GLP-1s as marking a 'system-level redefinition' of cardiometabolic management with 'ripple effects across healthcare costs, insurance models, food systems, long-term population health.' Obesity costs the US $400B+ annually, providing context for the scale of potential cost impact. The WHO issued conditional recommendations within 2 years of widespread adoption (December 2025), unusually fast for a major therapeutic category.
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---
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Relevant Notes:
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@ -31,6 +31,12 @@ Since specialization and value form an autocatalytic feedback loop where each am
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The Commonwealth Fund's 2024 international comparison demonstrates this transition empirically across 10 developed nations. All countries compared (Australia, Canada, France, Germany, Netherlands, New Zealand, Sweden, Switzerland, UK, US) have eliminated material scarcity in healthcare — all possess advanced clinical capabilities and universal or near-universal access infrastructure. Yet health outcomes vary dramatically. The US spends >16% of GDP (highest by far) with worst outcomes, while top performers (Australia, Netherlands) spend the lowest percentage of GDP. The differentiator is not clinical capability (US ranks 2nd in care process quality) but access structures and equity — social determinants. This proves that among developed nations with sufficient material resources, social disadvantage (who gets care, discrimination, equity barriers) drives outcomes more powerfully than clinical quality or spending volume.
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### Additional Evidence (extend)
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*Source: [[2025-06-01-cell-med-glp1-societal-implications-obesity]] | Added: 2026-03-15*
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GLP-1 access inequality demonstrates the epidemiological transition in action: the intervention addresses metabolic disease (post-transition health problem) but access stratifies by wealth and insurance status (social disadvantage), potentially widening health inequalities even as population-level outcomes improve. The WHO's emphasis on 'multisectoral action' and 'healthier environments' acknowledges that pharmaceutical solutions alone cannot address socially-determined health outcomes.
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---
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Relevant Notes:
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@ -77,6 +77,12 @@ Autocrat v0.1 made the three-day window configurable rather than hardcoded, with
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Proposal #3 on MetaDAO (account EXehk1u3qUJZSxJ4X3nHsiTocRhzwq3eQAa6WKxeJ8Xs) ran on Autocrat version 0.3, created 2024-07-04, and completed/ended 2024-07-08 - confirming the four-day operational window (proposal creation plus three-day settlement period) specified in the mechanism design.
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### Additional Evidence (confirm)
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*Source: [[2025-03-05-futardio-proposal-proposal-1]] | Added: 2026-03-15*
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Production deployment data from futard.io shows Proposal #1 on DAO account De8YzDKudqgeJXqq6i7q82AgxxrQ1JXXfMgouQuPyhY using Autocrat version 0.3, with proposal created, ended, and completed all on 2025-03-05. This confirms operational use of the Autocrat v0.3 implementation in live governance.
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---
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Relevant Notes:
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@ -49,6 +49,7 @@ MetaDAO's token launch platform. Implements "unruggable ICOs" — permissionless
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- **2026-03-05** — [[insert-coin-labs-futardio-fundraise]] launched for Web3 gaming studio (failed, $2,508 / $50K = 5% of target)
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- **2026-03-05** — [[git3-futardio-fundraise]] failed: Git3 raised $28,266 of $100K target (28.3%) before entering refunding status, demonstrating market filtering even with live MVP
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- **2024-06-14** — [[futardio-fund-rug-bounty-program]] passed: Approved $5K USDC funding for RugBounty.xyz platform development to incentivize community recovery from rug pulls
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- **2024-08-28** — MetaDAO proposal to develop futardio as memecoin launchpad with futarchy governance failed. Proposal would have allocated $100k grant over 6 months to development team. Key features: percentage of each new token supply allocated to futarchy DAO, points-to-token conversion within 180 days, revenue distribution to $FUTA holders, immutable deployment on IPFS/Arweave. Proposal rejected by market, suggesting reputational risks outweighed adoption benefits.
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## Competitive Position
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- **Unique mechanism**: Only launch platform with futarchy-governed accountability and treasury return guarantees
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- **vs pump.fun**: pump.fun is memecoin launch (zero accountability, pure speculation). Futardio is ownership coin launch (futarchy governance, treasury enforcement). Different categories despite both being "launch platforms."
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@ -0,0 +1,35 @@
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{
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"rejected_claims": [
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{
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"filename": "working-group-model-creates-self-sustaining-community-engagement-through-independent-operation-with-initial-core-team-collaboration.md",
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"issues": [
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"missing_attribution_extractor"
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]
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},
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{
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"filename": "futarchy-governed-community-working-groups-use-trial-periods-with-performance-metrics-to-validate-experimental-initiatives.md",
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"issues": [
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"missing_attribution_extractor"
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]
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}
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],
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"validation_stats": {
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"total": 2,
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"kept": 0,
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"fixed": 5,
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"rejected": 2,
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"fixes_applied": [
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"working-group-model-creates-self-sustaining-community-engagement-through-independent-operation-with-initial-core-team-collaboration.md:set_created:2026-03-15",
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"working-group-model-creates-self-sustaining-community-engagement-through-independent-operation-with-initial-core-team-collaboration.md:stripped_wiki_link:dao-event-perks-as-governance-incentives-create-plutocratic-",
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"futarchy-governed-community-working-groups-use-trial-periods-with-performance-metrics-to-validate-experimental-initiatives.md:set_created:2026-03-15",
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"futarchy-governed-community-working-groups-use-trial-periods-with-performance-metrics-to-validate-experimental-initiatives.md:stripped_wiki_link:futarchy-proposals-with-favorable-economics-can-fail-due-to-",
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"futarchy-governed-community-working-groups-use-trial-periods-with-performance-metrics-to-validate-experimental-initiatives.md:stripped_wiki_link:metadao-autocrat-v01-reduces-proposal-duration-to-three-days"
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],
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"rejections": [
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"working-group-model-creates-self-sustaining-community-engagement-through-independent-operation-with-initial-core-team-collaboration.md:missing_attribution_extractor",
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"futarchy-governed-community-working-groups-use-trial-periods-with-performance-metrics-to-validate-experimental-initiatives.md:missing_attribution_extractor"
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]
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},
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"model": "anthropic/claude-sonnet-4.5",
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"date": "2026-03-15"
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}
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@ -0,0 +1,36 @@
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{
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"rejected_claims": [
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{
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"filename": "content-as-loss-leader-achieves-zero-marginal-customer-acquisition-cost-by-converting-audience-into-distribution.md",
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"issues": [
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"missing_attribution_extractor"
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]
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},
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{
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"filename": "retail-distribution-partnerships-capture-margin-while-content-built-brands-capture-premium-in-cpg-value-chain.md",
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"issues": [
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"missing_attribution_extractor"
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]
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}
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],
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"validation_stats": {
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"total": 2,
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"kept": 0,
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"fixed": 6,
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"rejected": 2,
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"fixes_applied": [
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"content-as-loss-leader-achieves-zero-marginal-customer-acquisition-cost-by-converting-audience-into-distribution.md:set_created:2026-03-15",
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"content-as-loss-leader-achieves-zero-marginal-customer-acquisition-cost-by-converting-audience-into-distribution.md:stripped_wiki_link:the-media-attractor-state-is-community-filtered-IP-with-AI-c",
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"content-as-loss-leader-achieves-zero-marginal-customer-acquisition-cost-by-converting-audience-into-distribution.md:stripped_wiki_link:giving-away-the-commoditized-layer-to-capture-value-on-the-s",
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"retail-distribution-partnerships-capture-margin-while-content-built-brands-capture-premium-in-cpg-value-chain.md:set_created:2026-03-15",
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"retail-distribution-partnerships-capture-margin-while-content-built-brands-capture-premium-in-cpg-value-chain.md:stripped_wiki_link:the-media-attractor-state-is-community-filtered-IP-with-AI-c",
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"retail-distribution-partnerships-capture-margin-while-content-built-brands-capture-premium-in-cpg-value-chain.md:stripped_wiki_link:giving-away-the-commoditized-layer-to-capture-value-on-the-s"
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],
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"rejections": [
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"content-as-loss-leader-achieves-zero-marginal-customer-acquisition-cost-by-converting-audience-into-distribution.md:missing_attribution_extractor",
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"retail-distribution-partnerships-capture-margin-while-content-built-brands-capture-premium-in-cpg-value-chain.md:missing_attribution_extractor"
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]
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||||
},
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"model": "anthropic/claude-sonnet-4.5",
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"date": "2026-03-15"
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}
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@ -0,0 +1,32 @@
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{
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||||
"rejected_claims": [
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||||
{
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"filename": "glp-1-adoption-produced-first-measurable-population-level-obesity-decline-demonstrating-pharmaceutical-intervention-can-shift-population-health-outcomes.md",
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||||
"issues": [
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||||
"missing_attribution_extractor"
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||||
]
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||||
},
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||||
{
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||||
"filename": "glp-1-access-inequality-risks-creating-two-tier-metabolic-health-system-where-pharmacological-prevention-stratifies-by-wealth-while-root-causes-remain-unaddressed.md",
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||||
"issues": [
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||||
"missing_attribution_extractor"
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||||
]
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||||
}
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||||
],
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||||
"validation_stats": {
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||||
"total": 2,
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||||
"kept": 0,
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||||
"fixed": 2,
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||||
"rejected": 2,
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||||
"fixes_applied": [
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||||
"glp-1-adoption-produced-first-measurable-population-level-obesity-decline-demonstrating-pharmaceutical-intervention-can-shift-population-health-outcomes.md:set_created:2026-03-15",
|
||||
"glp-1-access-inequality-risks-creating-two-tier-metabolic-health-system-where-pharmacological-prevention-stratifies-by-wealth-while-root-causes-remain-unaddressed.md:set_created:2026-03-15"
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||||
],
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||||
"rejections": [
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||||
"glp-1-adoption-produced-first-measurable-population-level-obesity-decline-demonstrating-pharmaceutical-intervention-can-shift-population-health-outcomes.md:missing_attribution_extractor",
|
||||
"glp-1-access-inequality-risks-creating-two-tier-metabolic-health-system-where-pharmacological-prevention-stratifies-by-wealth-while-root-causes-remain-unaddressed.md:missing_attribution_extractor"
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||||
]
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||||
},
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"model": "anthropic/claude-sonnet-4.5",
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"date": "2026-03-15"
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||||
}
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@ -6,9 +6,12 @@ url: "https://www.futard.io/proposal/6TkkCy26HCqxWGt1QgfhFHc6ASikRjk74Gkk4Wfyd7w
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date: 2025-02-13
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domain: internet-finance
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format: data
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status: unprocessed
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status: enrichment
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tags: [futardio, metadao, futarchy, solana, governance]
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event_type: proposal
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processed_by: rio
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processed_date: 2026-03-15
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extraction_model: "anthropic/claude-sonnet-4.5"
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---
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## Proposal Details
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@ -94,3 +97,13 @@ The DWG will be led by Socrates, bringing 3+ years of crypto marketing expertise
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- Autocrat version: 0.3
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- Completed: 2025-02-16
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- Ended: 2025-02-16
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## Key Facts
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- Drift Working Group proposal account: 6TkkCy26HCqxWGt1QgfhFHc6ASikRjk74Gkk4Wfyd7wR
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- Drift Working Group proposal number: 2 on futard.io
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- Drift Working Group budget: 50,000 DRIFT total (15,400 per month for 3 months, 3,800 for initiatives)
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- Drift Working Group team structure: 1 lead (5,000 DRIFT/month) + 4 members (2,600 DRIFT/month each)
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- Drift Working Group lead: Socrates, 3+ years crypto marketing experience
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- Drift Working Group fund management: 2/3 multisig (lead + two Drift team members)
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- Drift Working Group proposal completed: 2025-02-16
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@ -6,7 +6,7 @@ url: "https://www.futard.io/proposal/EksJ2GhxbmhVAdDKP4kThHiuzKwjhq5HSb1kgFj6x2Q
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date: 2025-03-05
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domain: internet-finance
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format: data
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status: unprocessed
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status: enrichment
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tags: [futardio, metadao, futarchy, solana, governance]
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event_type: proposal
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processed_by: rio
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@ -14,6 +14,10 @@ processed_date: 2025-03-11
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enrichments_applied: ["MetaDAOs Autocrat program implements futarchy through conditional token markets where proposals create parallel pass and fail universes settled by time-weighted average price over a three-day window.md"]
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extraction_model: "anthropic/claude-sonnet-4.5"
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extraction_notes: "This is raw proposal data from futard.io showing a passed proposal. No project name or proposal details provided beyond metadata. The data confirms operational use of Autocrat v0.3 but contains no arguable claims or novel insights—only verifiable transaction facts. Enriches existing claim about MetaDAO's Autocrat implementation with concrete production evidence."
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processed_by: rio
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processed_date: 2026-03-15
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enrichments_applied: ["MetaDAOs Autocrat program implements futarchy through conditional token markets where proposals create parallel pass and fail universes settled by time-weighted average price over a three-day window.md"]
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extraction_model: "anthropic/claude-sonnet-4.5"
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---
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## Proposal Details
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@ -41,3 +45,10 @@ extraction_notes: "This is raw proposal data from futard.io showing a passed pro
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- Autocrat version: 0.3
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- Status: Passed
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- Created, ended, and completed: 2025-03-05
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## Key Facts
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- Proposal #1 on futard.io (account EksJ2GhxbmhVAdDKP4kThHiuzKwjhq5HSb1kgFj6x2Qu) passed on 2025-03-05
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- DAO account De8YzDKudqgeJXqq6i7q82AgxxrQ1JXXfMgouQuPyhY is using Autocrat version 0.3
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- Proposer account: 89VB5UmvopuCFmp5Mf8YPX28fGvvqn79afCgouQuPyhY
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- Proposal lifecycle (created, ended, completed) all occurred on same day: 2025-03-05
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@ -6,9 +6,12 @@ url: "https://www.futard.io/proposal/HCHkdhiPh2q9LTyvUpfyfuybPHW7qg1T2vGtiJzGPrs
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date: 2025-03-05
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||||
domain: internet-finance
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format: data
|
||||
status: unprocessed
|
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status: enrichment
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tags: [futardio, metadao, futarchy, solana, governance]
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event_type: proposal
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processed_by: rio
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processed_date: 2026-03-15
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||||
extraction_model: "anthropic/claude-sonnet-4.5"
|
||||
---
|
||||
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## Proposal Details
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@ -27,3 +30,11 @@ event_type: proposal
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- Autocrat version: 0.3
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||||
- Completed: 2025-03-08
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||||
- Ended: 2025-03-08
|
||||
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||||
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||||
## Key Facts
|
||||
- Futard.io Proposal #3 (HCHkdhiPh2q9LTyvUpfyfuybPHW7qg1T2vGtiJzGPrsG) was created on 2025-03-05
|
||||
- Proposal #3 used Autocrat version 0.3
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- Proposal #3 completed and passed on 2025-03-08
|
||||
- Proposal #3 ran on DAO account 5n61x4BeVvvRMcYBMaorhu1MaZDViYw6HghE8gwLCvPR
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||||
- Proposal #3 was submitted by proposer 89VB5UmvopuCFmp5Mf8YPX28fGvvqn79afCgouQuPyhY
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@ -7,9 +7,13 @@ date: 2025-03-10
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domain: entertainment
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secondary_domains: [internet-finance]
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format: article
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||||
status: unprocessed
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||||
status: enrichment
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priority: high
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||||
tags: [content-as-loss-leader, mrbeast, feastables, creator-economy, distribution, value-capture]
|
||||
processed_by: clay
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||||
processed_date: 2026-03-15
|
||||
enrichments_applied: ["beast-industries-5b-valuation-prices-content-as-loss-leader-model-at-enterprise-scale.md"]
|
||||
extraction_model: "anthropic/claude-sonnet-4.5"
|
||||
---
|
||||
|
||||
## Content
|
||||
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@ -43,3 +47,15 @@ tags: [content-as-loss-leader, mrbeast, feastables, creator-economy, distributio
|
|||
PRIMARY CONNECTION: when profits disappear at one layer of a value chain they emerge at an adjacent layer through the conservation of attractive profits
|
||||
WHY ARCHIVED: Strongest real-world evidence of conservation of attractive profits in entertainment — content profits disappeared ($-80M), emerged at adjacent layer (Feastables $+20M), but the AGGREGATE system is profitable because content creates audience at zero marginal cost
|
||||
EXTRACTION HINT: The key insight isn't "MrBeast is rich" — it's that content-as-loss-leader at this scale proves the attractor state mechanism. Focus on the structural economics, not the personality.
|
||||
|
||||
|
||||
## Key Facts
|
||||
- Beast Industries media business (YouTube + Amazon Prime) lost $80M in 2024
|
||||
- Feastables generated $250M revenue and $20M+ profit in 2024
|
||||
- Feastables projected $520M revenue in 2025 vs $288M from YouTube
|
||||
- Media projected to be only 1/5 of total Beast Industries sales by 2026
|
||||
- Beast Industries raising at $5B valuation
|
||||
- Beast Industries revenue projections: $899M (2025), $1.6B (2026), $4.78B (2029)
|
||||
- Feastables distributed through 30,000+ retail locations across US, Canada, Mexico
|
||||
- Traditional CPG brands (Hershey's, Mars) spend 10-15% of revenue on advertising
|
||||
- Beast Industries operates five verticals: software (Viewstats), CPG (Feastables, Lunchly), health/wellness, media, video games
|
||||
|
|
|
|||
|
|
@ -6,9 +6,12 @@ url: "https://www.futard.io/proposal/2dvNKyxKzVuUMcd89wzfuYjX2RKbJps2Srqu4mJ7LEg
|
|||
date: 2025-04-22
|
||||
domain: internet-finance
|
||||
format: data
|
||||
status: unprocessed
|
||||
status: enrichment
|
||||
tags: [futardio, metadao, futarchy, solana, governance]
|
||||
event_type: proposal
|
||||
processed_by: rio
|
||||
processed_date: 2026-03-15
|
||||
extraction_model: "anthropic/claude-sonnet-4.5"
|
||||
---
|
||||
|
||||
## Proposal Details
|
||||
|
|
@ -48,3 +51,14 @@ This would be the test example for transferring the MetaDAO treasury of USDC to
|
|||
- Autocrat version: 0.3
|
||||
- Completed: 2025-04-22
|
||||
- Ended: 2025-04-22
|
||||
|
||||
|
||||
## Key Facts
|
||||
- Test DAO proposal 'Testing v0.3 Transfer' passed on 2025-04-22
|
||||
- Proposal aimed to transfer MetaDAO treasury USDC to v0.4 DAO
|
||||
- Proposal account: 2dvNKyxKzVuUMcd89wzfuYjX2RKbJps2Srqu4mJ7LEgC
|
||||
- Proposal number: 1
|
||||
- DAO account: GCSGFCRfCRQDbqtPLa6bV7DCJz26NkejR182or8PNqRw
|
||||
- Proposer: 8Cwx4yR2sFAC5Pdx2NgGHxCk1gJrtSTxJoyqVonqndhq
|
||||
- Autocrat version: 0.3
|
||||
- Proposal completed and ended: 2025-04-22
|
||||
|
|
|
|||
|
|
@ -7,9 +7,13 @@ date: 2025-06-01
|
|||
domain: health
|
||||
secondary_domains: [entertainment, internet-finance]
|
||||
format: paper
|
||||
status: unprocessed
|
||||
status: enrichment
|
||||
priority: medium
|
||||
tags: [glp-1, obesity, societal-impact, equity, food-systems, population-health, sustainability]
|
||||
processed_by: vida
|
||||
processed_date: 2026-03-15
|
||||
enrichments_applied: ["GLP-1 receptor agonists are the largest therapeutic category launch in pharmaceutical history but their chronic use model makes the net cost impact inflationary through 2035.md", "Big Food companies engineer addictive products by hacking evolutionary reward pathways creating a noncommunicable disease epidemic more deadly than the famines specialization eliminated.md", "the epidemiological transition marks the shift from material scarcity to social disadvantage as the primary driver of health outcomes in developed nations.md"]
|
||||
extraction_model: "anthropic/claude-sonnet-4.5"
|
||||
---
|
||||
|
||||
## Content
|
||||
|
|
@ -52,3 +56,11 @@ EXTRACTION HINT: Focus on both the population-level effect AND the equity concer
|
|||
|
||||
flagged_for_clay: ["GLP-1 adoption is reshaping cultural narratives around obesity, body image, and pharmaceutical solutions to behavioral problems — connects to health narrative infrastructure"]
|
||||
flagged_for_rio: ["GLP-1 equity gap creates investment opportunity in access-focused models that serve underserved populations — potential Living Capital thesis"]
|
||||
|
||||
|
||||
## Key Facts
|
||||
- October 2025 Gallup poll: 12.4% of US adults taking GLP-1 for weight loss (30M+ people)
|
||||
- US obesity prevalence: 39.9% (2022) → 37.0% (2025), representing 7.6M fewer obese Americans
|
||||
- WHO issued conditional recommendations for GLP-1s in December 2025
|
||||
- Obesity costs US $400B+ annually
|
||||
- WHO three-pillar approach: healthier environments (population policy), protect high-risk individuals, person-centered care
|
||||
|
|
|
|||
Loading…
Reference in a new issue