Active Projects
Omni Repo — Git Cleanup (Feb 16)
- Status: ✅ Done
- Merged t-598-local into live (10 commits: pipeline, skill discovery, web citations, dynasty renderer, send_photo)
- Deleted 57 stale branches, removed ~20 stale worktrees
- Remaining:
live, ava, t-604 (active pipeline), usr/ben/kidcam
- Could not push to remote — root filesystem is mounted read-only, /var/git/omni.git unwritable. Ben may need to remount or push from another session.
Automated Dev-Verify-Ship Pipeline (t-603)
- Status: Code on live, not yet wired to agentd-spawned pi agents
- Priority: Tier 1 — highest leverage task. Once working, agents ship code autonomously.
- Dependency: t-475 (CI lint/test failures) should be fixed first.
LLM Newsreader (t-488)
- Status: Phase 2 in progress
- Priority: Tier 1 — systematizes technical-economic reading pipeline
- Ben planned to finish and start using it Monday Feb 16.
Samba File Share (t-604)
- Status: Task created, pipeline agent working on it
- NixOS config for SMB over Tailscale, read-only guest access to /home/ben/ava
Fund Model Dashboard
- Status: ✅ Built, at /home/ben/ava/fund-model/app.py (port 8235)
- Next: Ben to review and test
MSTR Preferreds Research
- Status: ✅ Complete at /home/ben/ava/research/mstr-preferreds/outline.md
- Found 5 preferreds: STRK, STRF, STRD, STRC, STRE
AI Infrastructure Bottleneck Research
- Status: ✅ Report at /home/ben/ava/research/ai-bottlenecks/report.md
- Next: Review, use to narrow investment thesis to specific under-priced bottleneck plays
Investment Thesis
- Status: Early stage. Legibility framework written into ~/fund/analysis/investment-thesis.md
- Core thesis: AI dominates legible work (Scott framing). Demand for intelligence unbounded → bottlenecks strained to physics level.
- Short candidates: Infosys, Wipro, Cognizant, Robert Half, Manpower (legible labor at scale)
- Long candidates: Power, cooling, networking, HBM infra plays
- Next: Review bottleneck report, pick 3-4 names for 10-K deep dives
Preparation Deadlines (dynasty planning)
- 2026: Find CPA for $2M+ portfolios. Start trust attorney search.
- 2027: Trust structure drafted. Estate plan v1.
- 2028-29: Build deal flow for business acquisition.
- 2030: Lia starts school — education planning decisions lock in.
Notes
- Pi agents can’t push to shared remote (read-only FS). Cherry-pick workflow works for recovering their commits.
- Agent secrets management punted — not the actual blocker for pi web search (they have env vars, just need tool instructions).
- Key priority order: Fix CI → build pipeline → finish newsreader. Pipeline is the force multiplier.