SOMEN brief - the private AI market's day in five reads
2026-11-01 - DETERMINISTIC - ZERO LLM - EVERY NUMBER GRAPH-DERIVED
Applied Intuition +17.7% on the week at $236.00 on the Clarity tape - a 5.3-sigma week for this name - last round marked it at $15.0B
TAPEthe most repriced name
Applied Intuition +17.7% on the week at $236.00 on the Clarity tape - a 5.3-sigma week for this name - last round marked it at $15.0B
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WIREAgiBot
At AGIBOT Innovation Day, co-founder, president, and CTO Peng Zhihui di...
https://fairsonline.org/agibot-proposes-worken-metric-measure-robot-work-output
WIREAirTrunk
A Newcastle Herald report said a community group opposing AirTrunk's pr...
https://www.newcastleherald.com.au/story/9383029/kurri-kurri-data-centre-airtrunk-37b-plan-sparks-backlash/?src=rss
FALSIFIER12 live falsifiers
published claims with dated public tests - next: etched in 17 days (due )
https://data.somen.ai/scorecard
BUILDOUT+6.86 km2 of new roof
across 90 tracked campuses since baselines (68 moving) - latest pass 2026-10-19
buildout.html
GAUGESthe spread
34% of companies' tapes trade below their own round print (median +2.9%, n=182) - $14.5B of 2026 money filed with no valuation - breadth 14/13
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