{"at":"2026-10-17T16:55:58Z","data":{"id":"vcp-desk-demo","name":"VCP desk — Lucid case study (reconstruction)","plan":"analyst"},"hash":"da68b7eee13c873bd79ba5c0a07c6f8f91773b332ecf6b0bb636f825d56a709d","kind":"tenant.created","prev":"0000000000000000000000000000000000000000000000000000000000000000","seq":1}
{"at":"2026-10-17T16:55:58Z","data":{"by":"john","fingerprint":"dc5b7c1c831d8322cf69b0f7add38739e26066d923c64f14ca20c9d34a4742fb","previous":null,"reason":"registered","thesis":"autonomy-consolidation","version":1},"hash":"65bf438addfa1a524144f4bef158e601d3af7e245cd0c02db7a7ccf2ae6d610f","kind":"thesis.registered","prev":"da68b7eee13c873bd79ba5c0a07c6f8f91773b332ecf6b0bb636f825d56a709d","seq":2}
{"at":"2026-10-17T16:55:58Z","data":{"on":"2026-10-13","theses":{"autonomy-consolidation":{"c1":{"detail":"WRD runway 40 months; PONY runway 19 months; LCID runway 2.0 months; RIVN runway 12 months","status":"tripped","value":2.0},"c2":{"detail":"LCID share growth: no data; RIVN share growth: no data","status":"unknown","value":null},"c3":{"detail":"review quarterly","status":"manual","value":null},"m1":{"detail":"","status":"open","value":null}}}},"hash":"47b95f3e3bbde3a81e5194fe3f21eb80d98d2a844d8ac5705674061eb765a6c1","kind":"check.run","prev":"65bf438addfa1a524144f4bef158e601d3af7e245cd0c02db7a7ccf2ae6d610f","seq":3}
{"at":"2026-10-17T16:55:58Z","data":{"check_event":3,"detail":"WRD runway 40 months; PONY runway 19 months; LCID runway 2.0 months; RIVN runway 12 months","evidence":[{"as_of":"2026-06-30","basis":"cash and investments (2026-06-30, 6-K)","metric":"runway_months","source":"6-K","ticker":"WRD","value":40.0},{"as_of":"2026-06-30","basis":"as shown by the desk on 13 Oct (pre-fix basis)","metric":"runway_months","source":"edgar","ticker":"PONY","value":19.0},{"as_of":"2026-06-30","basis":"cash (2026-06-30)","metric":"runway_months","source":"edgar","ticker":"LCID","value":2.0},{"as_of":"2026-06-30","basis":"cash (2026-06-30)","metric":"runway_months","source":"edgar","ticker":"RIVN","value":12.0}],"from":null,"item":"c1","kind":"tripped","on":"2026-10-13","thesis":"autonomy-consolidation","to":"tripped","version":1},"hash":"d5996d062cdcd8641a63023a676a10430202540af5ded4f56028adeab2b19853","kind":"alert.raised","prev":"47b95f3e3bbde3a81e5194fe3f21eb80d98d2a844d8ac5705674061eb765a6c1","seq":4}
{"at":"2026-10-17T16:55:58Z","data":{"on":"2026-10-14","theses":{"autonomy-consolidation":{"c1":{"detail":"WRD runway 40 months; PONY runway 92 months; LCID runway 1.6 months; RIVN runway 17 months","status":"tripped","value":1.6},"c2":{"detail":"LCID share growth: no data; RIVN share growth: no data","status":"unknown","value":null},"c3":{"detail":"review quarterly","status":"manual","value":null},"m1":{"detail":"","status":"open","value":null}}}},"hash":"03542f239646433990ea8c0fed7e7e1621d2b0cf38585c5637edf35481d64d59","kind":"check.run","prev":"d5996d062cdcd8641a63023a676a10430202540af5ded4f56028adeab2b19853","seq":5}
{"at":"2026-10-17T16:55:58Z","data":{"alert":4,"by":"john","note":"US filers' runway counted cash & equivalents only. Recomputed with short-term investments and the newest 6-K: RIVN 12 → 16.6 months, PONY 19 → 92 months; LCID still 1.6 months, so the criterion stays tripped (LCID only).","thesis":"autonomy-consolidation"},"hash":"d0bbb5f23eb9598188d9a28b0c89440012bf9baf2be1d90cbd79ec20fad0d78d","kind":"alert.corrected","prev":"03542f239646433990ea8c0fed7e7e1621d2b0cf38585c5637edf35481d64d59","seq":6}
{"at":"2026-10-17T16:55:58Z","data":{"action":"hold","alert":4,"by":"john","criterion":null,"new_version":null,"on":null,"reason":"(example entry) Lucid's financing from its controlling shareholder is the 'strategic financing' path the thesis names; watching the dilution criterion instead.","thesis":"autonomy-consolidation","version":1},"hash":"886aacb88d0f8cbd8c7169d24e75777240313fa91a5344add855a622c4e53429","kind":"decision.recorded","prev":"d0bbb5f23eb9598188d9a28b0c89440012bf9baf2be1d90cbd79ec20fad0d78d","seq":7}