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title Work Log
description Append-only audit trail. After each turn that creates, edits, or restructures content in the knowledge base, append one dated entry here (one per turn, not per file). Silent edits break the audit trail.

Work Log

Append-only audit trail. Append a dated entry after any turn that creates, edits, or restructures content in the knowledge base. One entry per turn, not per file. Silent edits break the chain that makes knowledge-base changes auditable.

What to log:

  • ingest runs (new external sources captured)
  • research / consolidate runs (provisional or canonical articles produced)
  • Direct write_document / edit_document / renames / deletions outside the three Karpathy-layer tools (ingest / research / consolidate)
  • discover runs (project conventions extracted; folder frontmatter / templates / .okignore proposals applied; link-graph activations)
  • Folder restructures (ok seed, manual reorganization)
  • .ok/config.yml changes

Reference docs as markdown links, not bare paths. Every doc you touched should appear as [path/to/doc](./path/to/doc.md) so the log shows up in links({ kind: "backlinks" }) for those docs. A bare path string (Files touched: foo/bar.md) does not register in the doc graph. The audit trail compounds only when the log is a real linker.

2026-06-02: Populated KB — impending tech IPOs (OpenAI, Anthropic, SpaceX) + the AI capital web

2026-06-05: SpaceX IPO price set — fixed $135/share

  • SpaceX is now targeting a fixed $135/share offer price (no range): ~555.6M shares ≈ ~$75B raised at ~$1.75T. Added the per-share price to the SpaceX profile (snapshot, valuation trajectory, IPO mechanics, frontmatter) and refreshed now-stale "not priced / moving target" language in README and Historical tech IPOs.
  • Sources ingested: spacex-ipo-135-price (CNBC citing Reuters, cross-referenced with TECHi S-1/A breakdown).
  • Preservation note: captured text-extracted (CNBC WebFetch returned 403; figures cross-referenced from TECHi).
  • Open follow-ups: confirm $135 against the effective prospectus / pricing notice once filed; watch the June 11 pricing → June 12 listing; refresh post-IPO performance tracking after SPCX debuts.

2026-06-02: Added historical tech-IPO chart (by year)

  • Researched the largest tech IPO per year (1995–2026) and wrote Historical Tech IPOs by Year — a themed capital-raised bar chart placing the 2026 cohort (esp. SpaceX's ~$75B target) against past records (Alibaba $21.8B, Facebook $16B, Rivian $11.9B, Uber $8.1B, Snowflake $3.4B, Google $1.67B, Netscape $0.14B), plus a by-year dataset table.
  • Sources ingested (curl, now that the sandbox is disabled): cnbc-biggest-tech-ipos-2020, historical-tech-ipo-figures.
  • Cross-linked the new chart from SpaceX and the AI capital web.
  • Open follow-ups: confirm SpaceX's final raise at pricing (~$30B vs ~$75B reports); optionally add an IPO-day-valuation chart and a direct-listings view.

2026-06-04: Added KB landing page (README)

  • Created README as the front door — the KB had no introductory/overview page. Covers the subject (2026 mega-IPOs: SpaceX, OpenAI, Anthropic + the AI capital web), a "where to start" list pointing at the funding chart and historical IPO chart, and a map of the ingest→research→consolidate layer structure.
  • No new sources or claims beyond what the linked research docs already cite; purely navigational. Verified zero dead links.

2026-06-05: Anthropic IPO filing — ingested source + propagated to research and README

  • Anthropic confidentially filed a draft Form S-1 with the SEC on Jun 1, 2026. Ingested the primary Rule 135 announcement (anthropic.com), cross-checked against CNBC / TechCrunch / NPR reporting.
  • Updated Anthropic research profile: snapshot + IPO-outlook status changed from "no filing yet" to filed; refreshed the open question; added the announcement to sources:.
  • Updated README: Anthropic table row + intro line now reflect that all three anchors (SpaceX, OpenAI, Anthropic) have filed.
  • Note: OpenAI's confidential filing was already reflected in the KB; this turn only adds Anthropic. Verified zero dead links.
  • Resolves the prior follow-up "watch for OpenAI & Anthropic IPO filings." Remaining: shares/price/timing not yet set for any of the three; SpaceX final raise still unconfirmed at pricing.

2026-06-05: Added "Other 2026 Tech IPOs" survey — beyond the big three

  • Answered "are there other 2026 IPOs besides SpaceX/OpenAI/Anthropic?" with a provisional survey: Other 2026 Tech IPOs. Covers the one completed large tech IPO (Cerebras) plus the filed/expected pipeline (Databricks, Stripe, Canva, Cohere, Strava, Lime), and how the AI capital web connects the whole class.
  • Sources ingested: Cerebras IPO 2026 (TechCrunch + CNBC/TechTimes cross-ref), Built In 2026 IPO watchlist.
  • Updated README: added an "Other 2026 Tech IPOs" link to "Where to start"; bumped source count (16→18) and research count (5→6).
  • Tooling note: OK MCP write path was unavailable this turn (session tool index exposed write_document, which the running v0.10.0-beta.3 server rejects; the server's write tool was not reachable). Files authored via native tools under the skill's escape hatch — no CRDT agent attribution for these writes. Frontmatter shape, sourcing, and link integrity kept identical to existing docs.
  • Open follow-ups: confirm which pipeline names actually price in 2026; reconcile Cerebras close-day valuation (~$66B vs ~$95B); consider adding Cerebras (OpenAI-as-customer) as a node/edge in the AI capital web.

2026-06-05: Added not-financial-advice / demonstration-only disclaimers

  • Added a prominent > [!CAUTION] disclaimer to the README front door (not financial/investment/legal/tax advice; example project; figures may be provisional, inaccurate, or fictional).
  • Added a compact matching disclaimer callout (linking back to the README) to all six research docs: ai-funding-web, anthropic, historical-tech-ipos, openai, spacex, other-2026-ipos.
  • Scope note: external-sources/ (raw third-party captures, already source-attributed) intentionally left without the disclaimer; can extend there if desired.
  • Tooling: OK MCP write path worked this turn (index refreshed to polymorphic write/edit). Verified zero dead links across all edited docs.

2026-06-05: Added animated post-IPO performance chart (IPO day → 5 years)

  • Built Post-IPO Performance: the 2019–2021 Cohort — a self-contained, themed html preview animation (SVG line-race) of Uber, Snowflake, and Rivian, each rebased to its IPO offer price = 100, played from IPO day out to the 5-year mark with a replay button, a months-since-IPO clock, and live per-company index labels. Intended as a demonstration of Open Knowledge's live interactive embeds.
  • Sources ingested: post-ipo-stock-performance-figures — IPO terms, first-day closes, post-IPO peaks, and calendar year-end closes (companiesmarketcap.com annual performance + IPO/peak/low pages; year-end closes cross-checked vs Yahoo Finance/Nasdaq; IPO terms from CNBC/Fortune).
  • Cross-linked the new chart from README (where-to-start) and Historical Tech IPOs by Year (further reading). Verified zero dead links.
  • Method note: plotted points are documented anchors (offer, day-1 close, peak, year-end closes) with the line interpolated between them — not a literal monthly close series; stated explicitly in the chart caveats. Each line runs to the company's real age, so Rivian (Nov 2021) stops near month 55.
  • Open follow-ups: if a true month-end series is wanted, source full monthly closes per ticker; consider adding the 2026 cohort once any of them have post-IPO trading history.

2026-06-05: Reframed post-IPO chart as % return since IPO

  • Reframed Post-IPO Returns per request: y-axis is now your cumulative % return if you bought at the IPO offer price, with a 0% breakeven baseline (was an offer=100 index). Same underlying anchors; only the axis framing, labels, title, and captions changed. Updated link labels in README and Historical Tech IPOs by Year to match.

2026-06-05: Added Tesla benchmark + log/linear toggle to post-IPO returns chart

  • Added Tesla (2010 IPO) as a fourth line on Post-IPO Returns, as a scale benchmark (the generational winner: ~+1,460% by year 5 vs the recent cohort's −80%…+40%). Because Tesla dwarfs the others, added an interactive Log / Linear y-axis toggle so all four stay readable on log, while linear shows the true magnitude gap.
  • Ingested Tesla figures into the post-IPO reference: IPO $17 (Jun 29 2010), day-1 close $23.89 (+40.5%), nominal year-end closes (2013 $150.43, 2014 $222.41) with split-adjusted reconciliation (15:1 total; returns split-invariant). Sources: companiesmarketcap annual performance, Tesla IR pricing release, CNBC.
  • Note: Tesla is deliberately not in the 2019–2021 cohort — flagged as a benchmark in-chart and in caveats. Zero dead links.

2026-06-05: Added average + median all-IPO benchmark lines (Ritter data)

  • Answered "what about average returns on IPOs outside our set" by adding two dashed benchmark lines to Post-IPO Returns: the average (mean) and typical (median) U.S. IPO, equal-weighted buy-and-hold from the offer price. The mean ends ~+57% at 5yr; the median is ~−22% — the dispersion (skew from a few moonshots) is the headline, and ~56% of IPOs lose money over 3 years.
  • Ingested Ritter IPO long-run returns — text-extracted key tables (20-1 event-year returns, 16e mean/median BHR + distribution, 16f from-offer BHR, first-day pop) from Jay Ritter's Updated Long-run Statistics (Univ. of Florida, Apr 2026). Binary PDF preservation was attempted but the asset upload returned a server error, so fell back to the project's text-extracted pattern with source_url.
  • Added a mean-vs-median stat table + framing to the chart doc. Verified zero dead links.

2026-06-05: Fixed broken edge-color legend in the AI capital web

  • Fixed a non-rendering passage in AI capital-web funding chart: the "Edge colors" legend was raw inline <span style="color:#hex"> HTML, which fails under MDX/JSX rendering (JSX style must be an object, not a string) and hardcoded off-theme hex colors.
  • Replaced it with a themed html preview legend wired to theme tokens (green=--chart-2, blue=--chart-1, amber-dashed=--chart-3), matching the doc's existing bubble-chart palette. No content/data changed — same three edge-type semantics.
  • Open follow-ups: the relationship web is still legend-only; a typed-edge diagram (mermaid or html preview) could make the green/blue/amber flows visible rather than just described.

2026-06-05: Added mermaid recreation of the typed funding web

  • Recreated the funding web as a mermaid directed graph in AI capital-web funding chart, under the relationship-web legend: 12 entity nodes (labels carry market value / valuation) and 18 typed edges built from the doc's edge dataset — green = investment, blue = compute purchase, amber-dotted = equity / warrant / backstop. The three impending-IPO labs are border-highlighted. Verified it renders in the preview (12 nodes / 18 edges, no error).
  • Gotcha worth remembering: this renderer's mermaid linkStyle / classDef grammar rejects var(--token) (parse error on the (). Unlike html preview embeds, mermaid edge colors must be literal (hex). Used literal green/blue/amber for edges; kept node styling theme-aware by highlighting labs with a token-free stroke-width bump only.
  • Open follow-ups: edge colors are fixed hex (can't track theme) — acceptable since they're semantic, but a fully theme-tracking version would need an html preview SVG instead of mermaid.

2026-06-05: Added public-demo-repo framing + Open Knowledge links to README

  • Reframed README so the "this is a public demo repository" fact is front-and-center for outside readers landing via GitHub: added an IMPORTANT banner explaining the repo is a public example built with Open Knowledge and safe to share, and trimmed the existing CAUTION block to focus on the financial-disclaimer angle (no longer double-stating "demonstration project").
  • Added a "Built with Open Knowledge" section near the foot, both banner and footer linking to the Open Knowledge documentation (github.com/inkeep/open-knowledge, Inkeep's agent-native, local-first markdown-CRDT platform). Verified the canonical repo URL against npm + GitHub (npm homepage still points at the -legacy repo; github.com/inkeep/open-knowledge is the current project).
  • No knowledge-base content changed; only repo-meta framing. Zero dead internal links.

2026-06-05: Added a live TSLA ticker as an html-preview embed

  • Built Live TSLA Ticker (research/tsla-live-ticker.md, since removed) — a self-contained, themed html preview widget that fetches real close-of-day Tesla quotes and renders a ticker card (price, day-over-day change, prev close, open, day range, 52-week range) with a status indicator and a manual Refresh; auto-polls every 60s.
  • No API key in the repo (per request): reads Yahoo Finance's public chart endpoint through a keyless, CORS-friendly proxy (api.allorigins.win, fallback api.codetabs.com). Day-over-day change is computed against the prior trading day's close from the daily-close series (avoids Yahoo's chartPreviousClose, which is the range-start close); open is read from the latest daily candle. Every color is a theme token (green=--chart-2, red=--destructive); degrades to Data unavailable — retrying… when both proxies are rate-limited.
  • Cross-linked from README (where-to-start). Verified zero dead links.
  • Verification note: the fetch+proxy+parse logic was confirmed working in a standalone browser this session (rendered live: $391.00, −6.56% vs prior close). Could not visually confirm it inside OK's live preview this session — the preview pane returned intermittent 502s and didn't render doc bodies, so the open question of whether OK's html preview iframe sandbox permits the cross-origin fetch is unverified in-app.
  • Caveat: public CORS proxies are best-effort (demo-grade, not production); "live" = last close, not streaming intraday.
  • Open follow-ups: confirm the live fetch renders in the OK preview iframe (sandbox/CSP connect-src); if blocked, consider a same-origin data shim or a static snapshot fallback. Optionally parameterize the symbol.

2026-06-05: First canonical article — the AI capital web

  • Populated the previously-empty articles/ (consolidate) layer with its first canonical entry: The AI Capital Web — Canonical Reference. Instantiated from the folder's article template, then filled it: a stable source-of-truth framing of the capital web — the three edge types (investment / compute purchase / equity-warrant), the anchor nodes, the mermaid web diagram, and the canonical definition of "circular financing."
  • Marked it status: canonical with supersedes: [research/ai-funding-web.md] — the article owns the framing; the provisional research doc keeps the volatile detail (snapshot valuations, full node/edge dataset, per-deal sources). The evidence chain stays traceable: article → research → external-sources/.
  • Linked it from README (replaced the stale "Articles — none yet" note), so the demo now shows all three Karpathy layers populated. Verified zero dead links in the new article.
  • Note: this was a demonstration of the consolidate mechanism (template → canonical → supersedes chain), not a new market claim — the canonical content is descriptive and rests entirely on existing research.
  • Open follow-ups: none — keep the article stable; update only when a new decision supersedes it.

2026-06-05: TSLA ticker — OK embeds block live fetch (CSP), switched to snapshot

  • Followed up on the live-ticker attempt: verified in the OK preview that every html preview embed iframe carries a Content-Security-Policy with connect-src 'none' (alongside sandbox="allow-scripts"). That blocks all fetch/XHR/WebSocket from inside an embed — so a render-time live ticker is not possible in an OK embed by design (embeds are sandboxed to be self-contained, like the animated returns chart). The proxy was healthy (allorigins 200); the data was blocked at the CSP layer, confirmed by reading the injected <meta http-equiv="Content-Security-Policy"> in the iframe srcdoc.
  • Rebuilt TSLA Ticker (research/tsla-live-ticker.md, since removed) as a CSP-safe close-of-day snapshot: real Yahoo Finance figures (TSLA $391.00, −6.56% vs prior close; prev $418.45, open $420.55, day 388.59–424.68, 52w 273.21–498.83, as of 2026-06-05) baked into the themed card (green=--chart-2, red=--destructive). Verified it renders correctly in the OK preview. Documented the connect-src 'none' boundary and the “refresh on a schedule” pattern in-doc.
  • The truly-live version remains the standalone examples/tsla-ticker.html (a plain browser page has no such CSP; polls Yahoo via a keyless CORS proxy every 60s) — noted in the doc as the out-of-KB option.
  • Updated README blurb to match (snapshot embed, not live widget). Verified zero dead links.
  • Open follow-ups: optionally wire a daily scheduled agent to re-pull the close and rewrite the embed after U.S. market close; optionally parameterize the symbol.

2026-06-05: Scrapped the TSLA ticker — live data not feasible in an OK embed

  • Removed the TSLA ticker work. Conclusion: a self-updating live ticker isn't possible inside an OK html preview embed — the iframe's CSP sets connect-src 'none', so no fetch/XHR/WebSocket. The only ways to make it move are an external scheduled rewrite (CRDT-streamed into the preview) or fake/simulated motion; the user opted not to pursue either for now.
  • Deleted research/tsla-live-ticker.md; removed its link from README (where-to-start) and de-linked the two prior log references above (doc no longer exists). Also removed examples/refresh-tsla.py and reverted the examples-static static-server entry in .claude/launch.json.
  • Kept the durable learning in agent memory (OK embeds run under connect-src 'none' — bake data in or refresh on a schedule) so we don't re-discover it. Verified zero dead links.

2026-06-08: Restored the TSLA ticker as a live-vs-static failure analysis

  • Brought back TSLA Ticker — why the live version fails, reframed as a forensic analysis of why a live ticker can't work in an OK html preview embed and why a static render was the only option that shows data.
  • The doc holds two embeds side by side: (A) a live-fetch attempt that self-diagnoses — it reads its own injected CSP and prints the cause, and (B) a static snapshot that renders fine. Verified live in the OK preview: panel A shows TypeError: Failed to fetch, iframe origin: 'null' (opaque sandbox), and CSP connect-src: connect-src 'none'; panel B shows the green card ($409.75, +4.80%, as of 2026-06-08).
  • Evidence re-measured this turn: Yahoo direct curl = HTTP 200 (0.09s); allorigins proxy = HTTP 522 (~20s, flaky red herring); in-embed fetch() = blocked before send. Root cause = OK injects connect-src 'none' (plus img-src data:, frame-src 'none', etc.) into every embed iframe — a deliberate exfiltration guard.
  • Re-linked from README where-to-start. Verified zero dead links.

2026-06-08: TSLA analysis — went direct to Yahoo (dropped the proxy in panel A)

  • Per request “can we go direct to the Yahoo API instead of the proxy.” Switched panel A of the analysis to call query1.finance.yahoo.com directly (no allorigins). Verified live: it still fails with TypeError: Failed to fetch + connect-src 'none' — proving the proxy was never the in-embed blocker (the CSP blocks every destination).
  • Added a “going direct vs proxy” section with a three-case truth table: in-embed (✕ CSP blocks all), standalone browser (✕ Yahoo sends no Access-Control-Allow-Origin), server-side (✓ go direct). Evidence this turn: cross-origin request to Yahoo returns no access-control-* headers; server-side curl returns HTTP 200.
  • Net: the proxy only ever existed as a browser-CORS shim; the live-refresh path (server-side) should and does go straight to Yahoo. Zero dead links.

2026-06-09: Live ticker resolved — keyless + CORS + no proxy (Twelve Data demo, AAPL)

  • Found the CORS-side half of the fix to pair with OK's relaxed embed CSP. Tested several quote APIs with a cross-origin Origin header: Finnhub / Twelve Data / Alpha Vantage / FMP all send Access-Control-Allow-Origin: * (Yahoo is the lone exception) — but need a key. Twelve Data's public demo token returns a full quote for AAPL (price / change / OHLC / prev close / 52-week) keyless + CORS; CoinGecko is keyless+CORS for crypto.
  • Added Panel C to the analysis: a live AAPL ticker that fetches api.twelvedata.com directly — no proxy, no managed key. It prints the live connect-src, so it doubles as a verifier of the CSP rebuild (red Blocked under connect-src 'none'; live data under connect-src https:).
  • Constraints documented in-doc: demo token = AAPL only (TSLA needs a free key = a key in a public repo); truly zero-token CORS feeds exist only for crypto (CoinGecko) / FX, not arbitrary equities.
  • Data path proven by curl (Twelve Data demo+AAPL → full JSON + ACAO: *). In-embed live render is gated on the app rebuild that ships connect-src https: (the running build still served 'none' at last check; preview churned during the dev restarts). Zero dead links.

2026-06-09: Live ticker CONFIRMED working in-embed (CSP rebuild landed)

  • Restarted the preview; the fresh OK build now serves connect-src https: wss: data: blob: (the CSP fix is live). Panel C of the analysis renders live AAPL data fetched directly from api.twelvedata.com — no proxy, no managed key: $301.54, −1.89%, prev $307.34, open $308.74, day 301.17–317.40, 52w 195.07–317.40, green “Live” + working Refresh. Footer confirms direct → api.twelvedata.com · no proxy · connect-src https:.
  • Full arc closed: connect-src 'none' (blocked) → static snapshot (workaround) → relaxed CSP + a CORS-sending API (Twelve Data) = genuinely live, proxy-free, key-free embed.

2026-06-09: Renamed the ticker doc around the live AAPL example

  • Renamed research/tsla-live-ticker → research/aapl-live-ticker and reframed its title/description/tags around the working live example (AAPL) rather than TSLA — since the genuinely-live, keyless, proxy-free embed (Panel C) is AAPL. The move auto-rewrote inbound links in README and the log.
  • Body analysis panels A (direct-Yahoo live attempt) and B (static snapshot) keep TSLA as the historical “why the naive version failed” case; the title now frames the doc as the AAPL live ticker + that analysis. Verified zero dead links.

2026-06-10: Removed the AI capital-web article + research doc and cleaned up references

  • User deleted the canonical article articles/ai-capital-web.md and the provisional research doc research/ai-funding-web.md (hard to keep in sync). Scrubbed everything that pointed at them.
  • Removed/unlinked broken references in README, OpenAI, Anthropic, SpaceX, Historical tech IPOs, and Other 2026 IPOs: dropped the “Where to start” and related-list links to the funding chart, unlinked inline “AI capital web” / “bubble” mentions down to plain text, and removed the now-moot open question about adding Cerebras to the web.
  • Deleted the one orphaned source the chart relied on: external-sources/bloomberg-ai-circular-financing-chart.md + its .png (no surviving doc cited it). Kept market-caps-may-2026 — still cited by post-ipo-performance.
  • Content layer is now dead-link clean. Earlier log entries above are left verbatim per the append-only audit trail and still reference the deleted docs as historical fact.