SOMEN brief - the private AI market's day in five reads

SOMEN LIVE
the graph's day in five reads - 2026-11-04 08:10 UTC
2026-11-04 - DETERMINISTIC - ZERO LLM - EVERY NUMBER GRAPH-DERIVED
Upwind Security +45.6% on the week - $5.70 on 2026-10-25 to $8.30 (per Clarity) - a 3.0-sigma week for this name - last round marked it at $1.6B
The story so far - what this page is
This page The private AI market's day in five deterministic reads - template-rendered, zero LLM; if a number is here, it is in the graph.
Why it matters One screen a day: what repriced, what filed, which falsifier comes due.
What would change the story Tomorrow's brief - the cadence is the point.
TAPE
the most repriced name
Upwind Security +45.6% on the week - $5.70 on 2026-10-25 to $8.30 (per Clarity) - a 3.0-sigma week for this name - last round marked it at $1.6B
board.html
WIRE
Canva
Canva announced a restructure affecting 1,271 people, 22% of its global...
https://www.canva.com/newsroom/news/canva-team-update/
WIRE
Canva
Context from Canva's own about page (fetched this session): launched 20...
https://www.canva.com/about/
FALSIFIER
12 live falsifiers
published claims with dated public tests - next: etched in 14 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
GAUGES
the spread
33% of companies' tapes trade below their own round print (median +1.8%, n=187) - $19.8B of 2026 money filed with no valuation - breadth 34/37
index.html