Run ID: auto-continue-20260607T124846Z-loop03
Status: blocked
Unhandled harness error: UnicodeDecodeError: 'utf-8' codec can't decode byte 0xcb in position 0: invalid continuation byte
Public URL: http://204.168.210.83:8130/research-loop/auto-continue-20260607T124846Z-loop03/index.html
# Goal Build a sourceability map for a future "data-center forecast vs actual" dataset. The final dataset should track, quarter by quarter, what public companies forecasted about AI/data-center capacity and what they actually delivered. It should identify source URLs, extractable metrics, update cadence, caveats, and the best MVP company set. ## Target Companies ORCL, MSFT, AMZN, GOOGL, META, CoreWeave, DLR, EQIX, IRM, APLD, CORZ, IREN, WULF, CIFR, HUT, NBIS/Nebius, NVDA, Vertiv, Eaton. ## Metrics Of Interest - live capacity - capacity added this quarter - capacity under construction - future capacity / pipeline - secured power - lease commitments - cloud capacity commitments - capex actuals - capex guidance - RPO / backlog - revenue conversion - pre-leased percentage - expected commencement window ## Source Preference Primary: - SEC 10-Q / 10-K / 8-K - investor presentations - earnings press releases - earnings call transcripts - quarterly supplements - company IR pages Secondary discovery: - Data Center Dynamics - Data Center Frontier - The Buildout - SemiAnalysis - Structure Research Use secondary sources for discovery only unless they quote exact management statements.
Build a production-grade APLD forecast-vs-actual ledger extractor that converts the existing APLD research artifacts into structured rows with primary-source provenance and validation.
The loop already has DLR extraction/validation/verification and a broad source manifest, but the core end-state is a quarter-by-quarter forecast-vs-actual dataset. APLD has prior forecast/actual research artifacts but not yet a repeatable production extractor with the required row schema, provenance fields, validation, and independent snippet checks.
Status: in_progress
Review cycles: 1
| Time | Iter | Role | Task | Verdict | Decisions | Blockers | Artifacts |
|---|---|---|---|---|---|---|---|
| 2026-06-07T13:03:07.951016+00:00 | 0 | system | start | [ "run started" ] | [] | ||
| 2026-06-07T13:03:34.055050+00:00 | 1 | planner | Build a production-grade APLD forecast-vs-actual ledger extractor that converts the existing APLD research artifacts into structured rows with primary-source provenance and validation. | [ "The loop already has DLR extraction/validation/verification and a broad source manifest, but the core end-state is a quarter-by-quarter forecast-vs-actual dataset. APLD has prior forecast/actual research artifacts but not yet a repeatable production extractor with the required row schema, provenance fields, validation, and independent snippet checks." ] | [] | _context/next3-task1-dlr-extractor/__pycache__/extract_dlr_development_lifecycle.cpython-312.pyc, _context/next3-task1-dlr-extractor/__pycache__/validate_dlr_development_lifecycle.cpython-312.pyc, _context/next3-task1-dlr-extractor/_context/autopilot-dlr-001/__pycache__/validate_dlr_rows.cpython-312.pyc, _context/next3-task1-dlr-extractor/_context/autopilot-dlr-001/_context/dlr-8q-001/dlr_8q_extraction_proof.md, _context/next3-task1-dlr-extractor/_context/autopilot-dlr-001/_context/dlr-8q-verify-001/dlr_8q_independent_verification.md, _context/next3-task1-dlr-extractor/_context/autopilot-dlr-001/dlr_rows.csv, _context/next3-task1-dlr-extractor/_context/autopilot-dlr-001/dlr_schema.yaml, _context/next3-task1-dlr-extractor/_context/autopilot-dlr-001/dlr_source_manifest.csv, 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| 2026-06-07T13:08:28.132452+00:00 | 1 | worker | Build a production-grade APLD forecast-vs-actual ledger extractor that converts the existing APLD research artifacts into structured rows with primary-source provenance and validation. | [ "**Decisions**", "Built APLD as a manifest-driven Python extractor with embedded extraction specs and snippet-pattern checks. Rows cover forecast and actual classifications across capex, capacity/power, lease/backlog, revenue conversion, and commencement windows. I treated APLD fiscal quarters as `FY2026Q1` for quarter ended 2025-08-31 and `FY2026Q2` for quarter ended 2025-11-30.", "**Evidence**", "PRIMARY sources consulted:", "- SEC 10-K FY2025: https://www.sec.gov/Archives/edgar/data/1144879/000114487925000021/apld-20250531.htm", "- SEC 10-Q FY2026Q1: https://www.sec.gov/Archives/edgar/data/1144879/000114487925000069/apld-20250831.htm", "- SEC 10-Q FY2026Q2: https://www.sec.gov/Archives/edgar/data/1144879/000114487926000006/apld-20251130.htm", "- SEC 8-K Building 4 lease: https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001493152-25-012458/form8-k.htm" ] | [] | _context/next3-task1-dlr-extractor/__pycache__/extract_dlr_development_lifecycle.cpython-312.pyc, _context/next3-task1-dlr-extractor/__pycache__/validate_dlr_development_lifecycle.cpython-312.pyc, _context/next3-task1-dlr-extractor/_context/autopilot-dlr-001/__pycache__/validate_dlr_rows.cpython-312.pyc, 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| 2026-06-07T13:08:28.193912+00:00 | 1 | system | Build a production-grade APLD forecast-vs-actual ledger extractor that converts the existing APLD research artifacts into structured rows with primary-source provenance and validation. | [ "run blocked" ] | [ "Unhandled harness error: UnicodeDecodeError: 'utf-8' codec can't decode byte 0xcb in position 0: invalid continuation byte" ] | _context/next3-task1-dlr-extractor/__pycache__/extract_dlr_development_lifecycle.cpython-312.pyc, _context/next3-task1-dlr-extractor/__pycache__/validate_dlr_development_lifecycle.cpython-312.pyc, _context/next3-task1-dlr-extractor/_context/autopilot-dlr-001/__pycache__/validate_dlr_rows.cpython-312.pyc, _context/next3-task1-dlr-extractor/_context/autopilot-dlr-001/_context/dlr-8q-001/dlr_8q_extraction_proof.md, _context/next3-task1-dlr-extractor/_context/autopilot-dlr-001/_context/dlr-8q-verify-001/dlr_8q_independent_verification.md, 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Generated 2026-06-07T13:08:28.205587+00:00