Knowledge Wiki / log · · updated —

Journal (ajout seulement)

[2026-10-12] création | Structure raw/ + wiki/, schéma knowledge/CLAUDE.md, outil tools/kb.py

[2026-10-12] ingest | X @aleabitoreddit (Serenity), 4 publications

  • Le fil du compte est inaccessible sans connexion (x.com : HTTP 402) ; aucun contournement.
  • Les URL de publications ont été trouvées par recherche web, puis collectées par l'API oEmbed publique.
  • x:2029977266541953094 : HTTP 404 à l'oEmbed, publication non collectée.
  • Recollecte de x:2077044786402660829 sous une autre forme d'URL (twitter.com, casse différente, ?lang=en) : reconnue

comme déjà présente, rien d'écrit.

rddt-sous-valorisation-2026-03, a-verifier.

[2026-10-12] ingest | YouTube All-In Podcast, 3 vidéos

  • Flux RSS public. Sous-titres par yt-dlp, installé dans un environnement temporaire hors du dépôt.
  • Sous-titres : yt:TBLHdXABwAg collectés (anglais d'origine, ~94 000 caractères) ; yt:oF8aDmU_8nE et yt:LVxAKXnyPQw

refusés avec HTTP 429.

[2026-10-12] ingest | YouTube Brian Jung (@Jungernaut), 3 vidéos

  • Flux RSS public. Une tentative de sous-titres sur yt:IYLgzr6ISuY : HTTP 429. Aucune transcription disponible.
  • Seconde collecte identique : reconnue comme déjà présente, rien d'écrit.
  • Pages : brian-jung, cycle-crypto.

[2026-10-12] question | Photonique : analyse de bout en bout

  • Sources primaires collectées avec `kb.py web` (raw/web/photonique/) : communiqué Soitec du T1 de l'exercice 2027

(PDF), page actionnaires de Soitec, communiqué AXT du T2 2026, rapport semestriel LPKF (PDF) et communiqué EQS.

  • Sources secondaires : The Next Web (Nebius/Reflection), Yahoo Finance/Investing.com (relèvement de BofA, 2026-10-09).
  • Échecs, sans rien écrit : GlobeNewswire (HTTP 403), Investing.com (HTTP 403), BusinessWire (connexion fermée).
  • Pages : photonique et photonique-ia-2026-10 créées ; SOI, LPK, AXTI, NBIS,

infrastructure-ia, a-verifier et index mises à jour. Les identifications de $SOI et $LPK sont résolues ;

les énoncés antérieurs sont conservés, barrés.

[2026-10-12] collection | 10 new item(s), 2026-10-12T16:23:27+02:00 (Paris time)

  • all-in: 5 new
  • jungernaut: 5 new
  • To synthesize: see a-integrer.

[2026-10-12] collection | 3 new item(s), 2026-10-12T17:45:03+02:00 (Paris time)

  • all-in-podcast: 3 new
  • To synthesize: see a-integrer.

[2026-10-13] collection | 1 new item(s), 2026-10-13T13:55:02+02:00 (Paris time)

  • all-in-podcast: 1 new
  • To synthesize: see a-integrer.

[2026-10-13] synthesis | `yt:XUPMdaFYe1s` (claude)

  • 4 statement(s) for the pages: 1 fait, 2 affirmation, 1 opinion; 0 statement(s) to verify only; 3 statement(s) discarded by the checks
  • Pages: all-in-podcast

[2026-10-13] synthesis | `yt:ezOIBfZcwbQ` (claude)

  • 6 statement(s) for the pages: 4 affirmation, 2 opinion; 0 statement(s) to verify only; 4 statement(s) discarded by the checks
  • Pages: all-in-podcast

[2026-10-13] synthesis | `yt:JZO2XnFfNEc` (claude)

  • 3 statement(s) for the pages: 1 affirmation, 2 opinion; 0 statement(s) to verify only; 4 statement(s) discarded by the checks
  • Pages: cycle-crypto, brian-jung

[2026-10-13] synthesis | `yt:IYLgzr6ISuY` (claude)

  • 3 statement(s) for the pages: 1 affirmation, 2 opinion; 0 statement(s) to verify only; 5 statement(s) discarded by the checks
  • Pages: cycle-crypto

[2026-10-14] synthesis | `xlot:2110142633716965836-2110146513766900019` (claude)

  • 6 statement(s) for the pages: 4 affirmation, 2 opinion; 0 statement(s) to verify only; 0 statement(s) discarded by the checks
  • Pages: serenity

[2026-10-14] synthesis | `yt:cGenTdTrYEo` (claude)

  • 4 statement(s) for the pages: 1 affirmation, 2 opinion, 1 prévision; 0 statement(s) to verify only; 8 statement(s) discarded by the checks
  • Pages: all-in-podcast

[2026-10-14] synthesis | `yt:SnWkT_J5d8s` (claude)

  • 5 statement(s) for the pages: 1 affirmation, 4 opinion (of which 1 also to verify); 0 statement(s) to verify only; 1 statement(s) discarded by the checks
  • Pages: brian-jung, a-verifier

[2026-10-14] synthesis | `yt:_U3pVW4u_vw` (claude)

  • 5 statement(s) for the pages: 2 affirmation, 2 opinion, 1 prévision; 0 statement(s) to verify only; 2 statement(s) discarded by the checks
  • Pages: all-in-podcast

[2026-10-14] synthesis | `yt:LNTXao9AZB4` (claude)

  • 2 statement(s) for the pages: 1 fait, 1 affirmation; 0 statement(s) to verify only; 7 statement(s) discarded by the checks
  • Pages: all-in-podcast

[2026-10-14] synthesis | `yt:c8-rydueTzg` (claude)

  • 1 statement(s) for the pages: 1 fait; 0 statement(s) to verify only; 6 statement(s) discarded by the checks
  • Pages: all-in-podcast

[2026-10-14] synthesis | `xlot:2110315297374937103-2110315297374937103` (claude-code)

  • 5 statement(s) for the pages: 4 affirmation, 1 opinion; 1 statement(s) to verify only; 1 statement(s) discarded by the checks
  • Pages: photonique, a-verifier

[2026-10-14] synthesis | `yt:3Tf-wC22n3I` (claude-code)

  • 6 statement(s) for the pages: 4 affirmation, 2 opinion; 0 statement(s) to verify only; 1 statement(s) discarded by the checks
  • Pages: brian-jung

[2026-10-14] synthesis | `yt:M5IzFvBQ-Zo` (claude-code)

  • 5 statement(s) for the pages: 1 fait, 3 opinion, 1 prévision; 0 statement(s) to verify only; 11 statement(s) discarded by the checks; chapters covered by kept statements: 3/6; not covered: 00:02:02, 00:14:17; no durable content according to the model: 00:00:00
  • Pages: all-in-podcast

[2026-10-14] synthesis | `yt:g4ozaJkI7CU` (claude-code)

  • 1 statement(s) for the pages: 1 affirmation; 0 statement(s) to verify only; 1 statement(s) discarded by the checks
  • Pages: brian-jung

[2026-10-14] synthesis | `yt:ioTrEYG3KPk` (claude-code)

  • 3 statement(s) for the pages: 3 affirmation; 0 statement(s) to verify only; 6 statement(s) discarded by the checks; chapters covered by kept statements: 3/9; not covered: 00:00:00, 00:02:20, 00:07:36, 00:14:22; no durable content according to the model: 00:18:15, 00:20:40
  • Pages: all-in-podcast

[2026-10-14] synthesis | `yt:ub9QcwSgbjc` (claude-code)

  • 1 statement(s) for the pages: 1 opinion; 0 statement(s) to verify only; 4 statement(s) discarded by the checks; chapters covered by kept statements: 1/6; not covered: 00:02:58, 00:32:35, 00:54:27, 01:25:46; no durable content according to the model: 00:00:00
  • Pages: all-in-podcast

[2026-10-14] synthesis | `xlot:2098291179523899475-2099674926697545849` (claude-code)

  • 11 statement(s) for the pages: 7 affirmation, 4 opinion; 0 statement(s) to verify only; 3 statement(s) discarded by the checks
  • Pages: serenity, NBIS

[2026-10-14] synthesis | `xlot:2099784954444210243-2102065409482727842` (claude-code)

[2026-10-14] synthesis | `xlot:2102067535915123156-2103161145934963178` (claude-code)

[2026-10-14] synthesis | `xlot:2103232350348001701-2108900808956039390` (claude-code)

[2026-10-14] synthesis | `xlot:2108908962397786280-2109942749168619780` (claude-code)

  • 6 statement(s) for the pages: 4 affirmation, 2 opinion (of which 1 also to verify); 1 statement(s) to verify only; 5 statement(s) discarded by the checks
  • Pages: AXTI, photonique, serenity, a-verifier

[2026-10-14] synthesis | `yt:TBLHdXABwAg` (claude-code)

  • 5 statement(s) for the pages: 3 affirmation, 1 opinion, 1 prévision (of which 1 also to verify); 0 statement(s) to verify only; 4 statement(s) discarded by the checks; chapters covered by kept statements: 2/5; not covered: 00:02:53, 00:38:28; no durable content according to the model: 00:00:00
  • Pages: all-in-podcast, dette-souveraine-france, infrastructure-ia, a-verifier

[2026-10-14] synthesis | `yt:ZJKs08oU1zg` (claude-code)

  • 8 statement(s) for the pages: 3 affirmation, 4 opinion, 1 prévision; 1 statement(s) to verify only; 9 statement(s) discarded by the checks; chapters covered by kept statements: 4/6; no durable content according to the model: 00:00:00, 01:09:28
  • Pages: all-in-podcast, a-verifier

[2026-10-14] synthesis | `yt:uzV45QvPKtU` (claude-code)

  • 18 statement(s) for the pages: 13 affirmation, 4 opinion, 1 prévision (of which 2 also to verify); 0 statement(s) to verify only; 8 statement(s) discarded by the checks; chapters covered by kept statements: 7/7
  • Pages: all-in-podcast, a-verifier

[2026-10-14] synthesis | `yt:yZR8QW4qQmM` (claude-code)

  • 17 statement(s) for the pages: 1 fait, 7 affirmation, 8 opinion, 1 prévision (of which 2 also to verify); 0 statement(s) to verify only; 2 statement(s) discarded by the checks; chapters covered by kept statements: 4/5; no durable content according to the model: 00:00:00
  • Pages: all-in-podcast, photonique, infrastructure-ia, a-verifier

[2026-10-14] synthesis | `xlot:2094281116421370213-2094786201605808566` (claude-code)

[2026-10-14] synthesis | `xlot:2094787562774864039-2095546138510459218` (claude-code)

[2026-10-14] synthesis | `xlot:2095565402223038651-2096904209371427277` (claude-code)

  • 21 statement(s) for the pages: 14 affirmation, 6 opinion, 1 prévision; 0 statement(s) to verify only; 1 statement(s) discarded by the checks
  • Pages: serenity, AAOI, AXTI, photonique

[2026-10-14] synthesis | `xlot:2096906386588504333-2098031064002535908` (claude-code)

[2026-10-14] synthesis | `yt:6t5yF8ansoQ` (claude-code)

  • 1 statement(s) for the pages: 1 affirmation; 0 statement(s) to verify only; 9 statement(s) discarded by the checks; chapters covered by kept statements: 1/6; not covered: 00:01:56, 00:04:59, 00:09:55, 00:20:22; no durable content according to the model: 00:00:00
  • Pages: all-in-podcast

[2026-10-14] synthesis | `yt:Gnb-CfNPcPE` (claude-code)

  • 2 statement(s) for the pages: 2 affirmation (of which 1 also to verify); 0 statement(s) to verify only; 3 statement(s) discarded by the checks; chapters covered by kept statements: 2/4; not covered: 00:00:00, 00:07:59
  • Pages: all-in-podcast, a-verifier

[2026-10-14] synthesis | `yt:JEUboZzZGM4` (claude-code)

  • 4 statement(s) for the pages: 1 fait, 1 affirmation, 2 opinion; 0 statement(s) to verify only; 9 statement(s) discarded by the checks; chapters covered by kept statements: 2/5; not covered: 00:01:14, 00:06:10, 00:44:24
  • Pages: all-in-podcast

[2026-10-14] synthesis | `xlot:2092878240826490970-2093652781928448279` (claude-code)

  • 16 statement(s) for the pages: 11 affirmation, 5 opinion; 0 statement(s) to verify only; 2 statement(s) discarded by the checks
  • Pages: SIVE, LPK, infrastructure-ia

[2026-10-14] synthesis | `xlot:2093655580787564803-2094129989071536351` (claude-code)

[2026-10-14] synthesis | `yt:1u5dMAKl_ks` (claude-code)

  • 8 statement(s) for the pages: 1 fait, 5 affirmation, 1 opinion, 1 prévision; 0 statement(s) to verify only; 16 statement(s) discarded by the checks; chapters covered by kept statements: 3/7; not covered: 00:00:00, 00:03:31, 01:01:33; no durable content according to the model: 01:22:52
  • Pages: all-in-podcast

[2026-10-14] synthesis | `yt:VF90rBzl26E` (claude-code)

  • 19 statement(s) for the pages: 16 affirmation, 3 prévision (of which 2 also to verify); 0 statement(s) to verify only; 8 statement(s) discarded by the checks; chapters covered by kept statements: 7/7
  • Pages: all-in-podcast, a-verifier

[2026-10-14] synthesis | `yt:cvP_1jmnkmM` (claude-code)

  • 6 statement(s) for the pages: 1 fait, 3 affirmation, 2 opinion; 0 statement(s) to verify only; 10 statement(s) discarded by the checks; chapters covered by kept statements: 3/7; not covered: 00:20:03, 00:29:22, 01:27:13; no durable content according to the model: 00:00:00
  • Pages: all-in-podcast, infrastructure-ia

[2026-10-14] synthesis | `yt:qp2IbgJ5Z-8` (claude-code)

  • 7 statement(s) for the pages: 5 affirmation, 2 opinion; 0 statement(s) to verify only; 8 statement(s) discarded by the checks; chapters covered by kept statements: 4/6; not covered: 00:35:25; no durable content according to the model: 00:00:00
  • Pages: all-in-podcast

[2026-10-14] synthesis | `yt:yAsrMA_ADPc` (claude-code)

  • 5 statement(s) for the pages: 3 affirmation, 2 prévision; 0 statement(s) to verify only; 1 statement(s) discarded by the checks; chapters covered by kept statements: 3/4; not covered: 00:00:00
  • Pages: all-in-podcast

[2026-10-14] synthesis | `xlot:2089151601969865160-2089978707830280655` (claude-code)

[2026-10-14] synthesis | `xlot:2090103899302826302-2091911532938678275` (claude-code)

[2026-10-14] synthesis | `yt:kVzYGVJ8zUk` (claude-code)

  • 2 statement(s) for the pages: 1 affirmation, 1 opinion; 0 statement(s) to verify only; 10 statement(s) discarded by the checks; chapters covered by kept statements: 2/8; not covered: 00:02:36, 00:27:32, 01:27:32; no durable content according to the model: 00:00:00, 00:56:41, 01:35:21
  • Pages: all-in-podcast

[2026-10-14] synthesis | `xlot:2088115008827715971-2089148883838611460` (claude-code)

[2026-10-15] collection | 1 new item(s), 2026-10-15T07:55:59+02:00 (Paris time)

  • all-in-podcast: 1 new
  • To synthesize: see a-integrer.

[2026-10-15] collection | 2 new item(s), 2026-10-15T09:00:08+02:00 (Paris time)

  • all-in: 1 new
  • jungernaut: 1 new
  • To synthesize: see a-integrer.

[2026-10-15] synthesis | `xlot:2110621448272577019-2110621448272577019` (claude-code)

  • 3 statement(s) for the pages: 2 opinion, 1 prévision; 0 statement(s) to verify only; 0 statement(s) discarded by the checks
  • Pages: serenity

[2026-10-15] synthesis | `yt:2tAywoHiIpo` (claude-code)

  • 3 statement(s) for the pages: 1 fait, 2 affirmation; 0 statement(s) to verify only; 11 statement(s) discarded by the checks; chapters covered by kept statements: 2/7; not covered: 00:11:02, 00:19:28, 00:26:09, 00:31:34; no durable content according to the model: 00:00:00
  • Pages: all-in-podcast

[2026-10-15] synthesis | `yt:QGXGgjyE9nk` (claude-code)

  • 1 statement(s) for the pages: 1 opinion; 0 statement(s) to verify only; 1 statement(s) discarded by the checks
  • Pages: brian-jung

[2026-10-16] synthesis | `xlot:2110645575469461611-2110934540252512696` (claude-code)

  • 10 statement(s) for the pages: 5 affirmation, 5 opinion; 0 statement(s) to verify only; 3 statement(s) discarded by the checks
  • Pages: infrastructure-ia, photonique