brain/
daily digest

What's new

A site-wide digest of what landed in the vault. Newest first; pick a day to read that entry.

2026-09-252026-09-242026-09-232026-09-222026-09-212026-09-182026-09-172026-09-162026-09-152026-09-142026-09-112026-09-10

What’s new — 2026-09-23

Delta since Tue morning digest. Research output, not advice. Stock-market detail: vault/projects/stock-market/dispatch/2026-09-23.md.

Top of mind

  • WuXi Answer still unread: ECF 29 on CourtListener since Fri; RECAP PDF still 404. Contradiction stays a human call — do not re-date TMO. OMB BCOC list still Dec 18. biosecure-cdmo-scarcity-to-western-cdmo-pricing-power
  • SPCX Flight 14 (NET Sep 28): pre-event brief filed; encyclopedia spacex-orbital-compute extended. Confirm/break: orbit insert, 26 V3 Starlink deploy, slip/scrub; still pending regulatory. Event-path on spacex, not a new chain.
  • Near gates: Flight 14 NET Sep 28; FERC PJM silent (Sep 29); MU Q4 Sep 30; Roadster Oct 1.

By context

Artificial intelligence

  • No new AI-thread grain. Idle X / 10am ingest still dark on the spend-cap.

Stock market

  • Gage-assigned SPCX Flight 14 sleeve brief ingested (#273). LIN paper hold filed (#274) — judgment, not grain.
  • Second standing weekday prospect-chains fire: log-only again, 0 auto-drafts after mining Flight 14 + post-#269 claims.
  • Wed dispatch: WuXi unread; SCHW −6% ≠ NII model; MU +5% tape ≠ Sep 30 print → vault/projects/stock-market/dispatch/2026-09-23.md

Encyclopedia

  • 22 Sep evening (#276): extended spacex-orbital-compute (Flight 14 NET Sep 28 / first orbital / 26 V3). Minted 0, refreshed 0.

Latest AI

  • Still no post-#242 AI wiki commit; X spend-cap holds.

Leftovers (once)

  • Western CDMO — Answer filed, unread; human call when RECAP has the PDF. biosecure-cdmo-scarcity-to-western-cdmo-pricing-power
  • CUDA Step 2 still unmerged AgentX vs Jalapeño InferenceX — held.
  • energy-oil cluster label still wrong live names — hygiene.
  • Pending multi-context podcast pool still skipped under “this source only.”
  • user-X monthly spend-cap 403 still blocks idle X / paused 10am ingest.
  • ~48 honest-partial leftovers from explore-chain #257–#263 (detect queue empty).
  • AssemblyAI negative balance is skipping in-scope podcasts on the stock-market DAILY path.

What landed

  • #273 — SPCX Starship Flight 14 pre-event brief
  • #274 — LIN paper hold (Gage judgment)
  • #275 — prospect-chains stock-market 2026-09-22 (log-only, 0 auto-drafts)
  • #276 — Encyclopedia nightly (22 Sep; spacex-orbital-compute Flight 14)
  • Stock-market dispatch 2026-09-23 (direct to main)