Run ID: toy-e2e-final3
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.
(none)
Immediate MVP task from goal.md — prove the loop before scaling.
Status: passed
Review cycles: 1
| Time | Iter | Role | Task | Verdict | Decisions | Blockers | Artifacts |
|---|---|---|---|---|---|---|---|
| 2026-06-07T08:58:49.613277+00:00 | 0 | system | start | [ "run started" ] | [] | ||
| 2026-06-07T08:58:49.644597+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." ] | [] | ||
| 2026-06-07T09:00:25.659369+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, as requested. I treated SEC filings, company IR quarterly pages, earnings releases, transcripts/webcasts, and DLR supplements as PRIMARY. Secondary sources are excluded from the matrix except as future discovery aids.", "**Evidence**", "PRIMARY sources consulted: Oracle IR earnings release and SEC 10-Q; Microsoft IR FY26 Q3 metrics, press release, SEC filings page; Digital Realty IR quarterly results page and SEC filing link.", "SECONDARY-DISCOVERY sources consulted: none used materially for the artifact.", "## ARTIFACT: sourceability_mini_matrix.md", "# Sourceability Mini-Matrix: ORCL, MSFT, DLR", "Purpose: prove sourceability for a future quarterly \"data-center forecast vs actual\" dataset tracking what companies forecast about AI/data-center capacity and what they actually deliver." ] | [] | sourceability_mini_matrix.md | |
| 2026-06-07T09:00:37.667966+00:00 | 1 | reviewer | 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. | PASS | [ "review cycle 1" ] | [] | sourceability_mini_matrix.md |
Generated 2026-06-07T09:00:37.672679+00:00