Run ID: toy-e2e-003
Status: task_complete
# 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.
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Immediate MVP task from goal.md — prove the loop before scaling.
Status: in_progress
Review cycles: 1
The loop has already started this toy proof-of-process task and no tasks are marked complete. Finishing the mini-matrix will create the first auditable artifact and establish the sourceability schema before expanding to the full company set.
Status: passed
Review cycles: 1
| Time | Iter | Role | Task | Verdict | Decisions | Blockers | Artifacts |
|---|---|---|---|---|---|---|---|
| 2026-06-07T08:30:57.348963+00:00 | 0 | system | start | [ "run started" ] | [] | ||
| 2026-06-07T08:30:57.382023+00:00 | 1 | planner | Create a 3-company sourceability mini-matrix for ORCL, MSFT, and DLR. For each company, identify likely primary source types, 2-4 exact URLs or source locations if discoverable, extractable metrics, update cadence, extraction difficulty, and caveats. This is a toy task to prove the loop works; do not attempt the full 20-company matrix yet. | [ "Immediate MVP task from goal.md \u2014 prove the loop before scaling." ] | [] | ||
| 2026-06-07T08:32:27.996230+00:00 | 1 | worker | Create a 3-company sourceability mini-matrix for ORCL, MSFT, and DLR. For each company, identify likely primary source types, 2-4 exact URLs or source locations if discoverable, extractable metrics, update cadence, extraction difficulty, and caveats. This is a toy task to prove the loop works; do not attempt the full 20-company matrix yet. | [ "**Decisions**", "Chose ORCL, MSFT, and DLR only, with primary-source-heavy coverage. I treated this as a sourceability map, not a data extraction pass, so the artifact emphasizes where recurring quarterly fields can be harvested and where caveats will affect forecast-vs-actual matching.", "**Evidence**", "PRIMARY sources consulted: company IR earnings pages, SEC 10-Q/10-K filings, quarterly earnings releases/supplements for Oracle, Microsoft, and Digital Realty.", "SECONDARY-DISCOVERY sources consulted: none relied on for facts in the artifact.", "## ARTIFACT: sourceability_mini_matrix.md", "# Sourceability Mini-Matrix: ORCL, MSFT, DLR", "Scope: toy 3-company sourceability matrix for a future quarter-by-quarter \u201cdata-center forecast vs actual\u201d dataset." ] | [] | sourceability_mini_matrix.md | |
| 2026-06-07T08:37:28.836296+00:00 | 0 | system | start | [ "run started" ] | [] | ||
| 2026-06-07T08:37:43.142776+00:00 | 1 | planner | Complete and validate the 3-company sourceability mini-matrix for ORCL, MSFT, and DLR in sourceability_mini_matrix.md. | [ "The loop has already started this toy proof-of-process task and no tasks are marked complete. Finishing the mini-matrix will create the first auditable artifact and establish the sourceability schema before expanding to the full company set." ] | [] | sourceability_mini_matrix.md | |
| 2026-06-07T08:37:43.146211+00:00 | 1 | worker | Complete and validate the 3-company sourceability mini-matrix for ORCL, MSFT, and DLR in sourceability_mini_matrix.md. | [ "skip_worker: reusing existing artifacts" ] | [] | sourceability_mini_matrix.md | |
| 2026-06-07T08:37:53.541871+00:00 | 1 | reviewer | Complete and validate the 3-company sourceability mini-matrix for ORCL, MSFT, and DLR in sourceability_mini_matrix.md. | PASS | [ "review cycle 1" ] | [] | sourceability_mini_matrix.md |
Generated 2026-06-07T08:37:53.548637+00:00