CHANGELOG

What changed, when

Every week the desk updates itself — indicators re-verified, new companies tracked, a new brief and deep dive published. This page records all of it, dated and permanent. If we got something wrong, the correction appears here too.

2026-08-03

Launch day — the desk goes live

  • ▸ Site live at timelinedesk.com with the 10-indicator evidence board — all 10 verified against primary sources (METR, SEC filings, BLS, Epoch, Metaculus)
  • ▸ Brief №1 published: The 5-Year Disagreement; scored-forecast ledger opened
  • ▸ The AI Stack coverage map: 8 beats, atoms to world order, wave-based rollout
  • ▸ AI Value Chain launched: 9 layers, ~100+ public & private companies, the money graph (Amazon $50B / NVIDIA $30B / SoftBank $30B → OpenAI; Stargate $500B), circularity risk note
  • ▸ AI Startup Ledger launched incl. Incubator watch (YC S26/W26 sourced entries)
  • ▸ Deep Dive №1: NVIDIA — teaching-grade, with 9 quarters of filed revenue/income charted from SEC EDGAR XBRL and a YoY/QoQ growth table
  • ▸ Per-company profile pages for every tracked name; roster search added
  • ▸ Full disclaimer & terms published; weekly Monday automation armed (sweep → verify → publish → email)