Source

First snapshot since 2026-07-02 (row was ~4 weeks overdue). The dashboard has been restructured into THREE published systems where July carried two. AI is now an equal-weight book at +107.93% YTD; Energy has grown to 62 names at +23.89% YTD, framed as "physical chokepoints that turn AI demand into firm delivered megawatts"; and Robotics is NEW at 45 names and +51.31% YTD, framed as "precision hardware and deployment chokepoints behind physical AI". July's snapshot carried AI plus a then-new Energy universe and no Robotics book at all. Catalyst layer: the anchor is unchanged in date but much closer - China's Ga/Ge/Sb export-control suspension still expires Nov 27, now T-87d against T-148d in July. Two fresh near-dated proofs both land Sep 30 at T-29d: PJM/ERCOT/FERC large-load reform watch (Energy) and Robot OEM 2027 production plans (Robotics). Displayed data is as of CLOSE AUG 24, so the dashboard trails the tape by a week; the YTD figures are theirs as published, not reconciled by us. Coverage note: the new Robotics universe is an un-triaged surface overlapping our robotics watchlist and the physical-ai-robotics perspective - a coverage diff is worth gating, not promising. Acquisition note: the structured REST path is BROKEN (scrape-aibottlenecks exits 1, "could not discover Supabase URL/anon key from the bundle"), consistent with the same restructure; this snapshot came from...

Takeaway

First snapshot since 2026-07-02 (row was ~4 weeks overdue). The dashboard has been restructured into THREE published systems where July carried two. AI is now an equal-weight book at +107.93% YTD; Energy has grown to 62 names at +23.89% YTD, framed as "physical chokepoints that turn AI demand into firm delivered megawatts"; and Robotics is NEW at 45 names and +51.31% YTD, framed as "precision hardware and deployment chokepoints behind physical AI". July's snapshot carried AI plus a then-new Energy universe and no Robotics book at all. Catalyst layer: the anchor is unchanged in date but much closer - China's Ga/Ge/Sb export-control suspension still expires Nov 27, now T-87d against T-148d in July. Two fresh near-dated proofs both land Sep 30 at T-29d: PJM/ERCOT/FERC large-load reform watch (Energy) and Robot OEM 2027 production plans (Robotics). Displayed data is as of CLOSE AUG 24, so the dashboard trails the tape by a week; the YTD figures are theirs as published, not reconciled by us. Coverage note: the new Robotics universe is an un-triaged surface overlapping our robotics watchlist and the physical-ai-robotics perspective - a coverage diff is worth gating, not promising. Acquisition note: the structured REST path is BROKEN (scrape-aibottlenecks exits 1, "could not discover Supabase URL/anon key from the bundle"), consistent with the same restructure; this snapshot came from the documented CDP DOM read against the capture browser.