Follow a score back to its evidence.

How evidence becomes intelligence

1. Official lab, policy, open-source and network sources join the existing News, Signals, project-record and source-review systems.
2. Normalize the original URL, publisher, dates and entity. Social claims remain leads.
3. Candidate ranking considers novelty, materiality, source quality, evidence completeness, narrative and exposure relevance. A separate factual review must confirm materiality, confidence and lineage before promotion (minimum 10 points). Ranking alone never publishes a catalyst.
4. Classify narrative effects and potential exposure as research interpretation, separate from the factual summary.
5. Deduplicate event keys and retire superseded versions from current scoring.

Primary documents can contain company claims. Verifying a release is not independently validating its benchmarks, promised capacity or adoption. Detected time is when this desk recorded the event, not when the world first learned it.

Conservative scoring

Window: 30 calendar days by event date, excluding events not yet detected, future events, repeated events and superseded versions. Each effect has direction ±1 and analyst-assigned strength 1–3. Evidence weights: primary record 1.0; reviewed secondary 0.6; company/lab claim 0.5; unverified lead 0.15. Confidence weights: high 1.0, medium 0.65, low 0.3.

Narrative = round(50 + 50 × Σ(direction × strength/3 × weight) / Σ(weight))

No evidence returns unavailable, not 50. A high score describes the direction of the selected evidence, not its representativeness. Source and event counts are shown beside it. Composite indices average covered components equally only with at least three distinct events and two covered components; missing components are excluded and coverage remains visible. Components are correlated: this is not independent statistical confirmation.

AI Acceleration Index

15 distinct events · 16 sources / 10 publishers · 7/11 components covered.

AI Doomer Pressure Index

11 distinct events · 11 sources / 10 publishers · 5/9 components covered. Pressure measures observed restriction/slowdown themes, not a judgment about safety policy.

Divergence and history

Pressure versus investment uses the same 30-day window. Each side requires at least three events not shared with the other side, two sources from two publishers and two covered components. The balance subtracts pressure direction from investment direction. It is not public sentiment, statistical significance or a trend; no “rising” label follows from a single snapshot.

Divergence unavailable — insufficient comparable evidence. Investment evidence: 5 events; pressure evidence: 11 events.

History starts with the first retained observation. We do not backdate today's knowledge or invent a weekly/monthly delta. Full catalyst state, sources, component coverage, compute and fundamentals are retained in immutable observations. 24h/7d/30d/90d index changes require the same method version and covered component set; changing methodology starts a new comparable series. Old scores remain as originally observed.

Compute and fundamentals

Prices are USD per GPU-hour where explicitly normalized. A rate-card observation is not inventory confirmation. Discounts require a reviewed comparison group, both market classes, observed inventory and quotes no older than seven days. CPU/RAM, storage, networking, tenancy, region, support and contract terms must be comparable. A stale article cannot be a current quote.

Protocol-reported, independently verified, estimated and unavailable values remain distinct. Leased GPU allocation is not hardware utilization. Customer spend, protocol revenue, fees and emissions are different metrics. Cumulative counts are not current active users. No valuation ratios are generated without aligned definitions and observation periods.

Distribution and freshness

The public API exposes reviewed research, not trading instructions. Alerts require high confidence, primary evidence and an explicit distribution approval. No external channel is enabled by adding a catalyst. Existing posting controls and deduplication remain authoritative.