Forgotten footage of an ancient serpent temple has surfaced. Massive stone dragons rise above the jungle canopy while torch-lit ceremonies unfold on the steps below. Warriors stand watch as the ritual continues under a full moon. No modern record places this structure on any map. The scale and precision remain unexplained. Was this simply a ceremonial site… or the last visual record of a civilization that history was never meant to fully recover? #LostCivilizations# #SerpentTemple# #AncientRituals# #ForbiddenFootage# #Mesoamerica# #Unexplained# #HiddenHistory# #AIDiscovery#

AI CONFERENCES AND INVESTOR DAYS, THURSDAY, OCTOBER 15, 2026 YESTERDAY: INVESTOR DAY TAKEAWAYS ACCENTURE PLC INVESTOR DAY Wed Oct 14, New York Replay: • New FY27 to FY29 framework from the 8-K financial presentation: mid-single digit revenue growth in local currency in FY27 and FY28, stepping up to mid-to-high single digits in FY29, with 10 to 30 bps of annual operating margin expansion; FY27 guidance reaffirmed at 3% to 6% local currency revenue growth, with acquisitions adding about 2% to 2.5% • FY26 base: revenue $74.2B, adjusted EPS $13.97, adjusted operating margin 15.8%, free cash flow $11.6B, bookings $84.5B for a 1.1 book-to-bill, and a record $11.5B returned to shareholders; about $5.5B of buybacks expected in FY27 and at least $9.5B of shareholder returns guided for FY27 • AI answer to the bear case: a $3 trillion addressable market was framed, a joint forward deployed engineering program with Workday for agentic AI in HR and finance was launched, and the UK customer and data intelligence firm Sagacity was acquired for Accenture Song; the Anthropic partnership announced Sep 18, at least $1B from each side over 5 years, was the backdrop • Stock reaction: shares rose about 4% premarket and about 2% intraday, then faded to close up 0.7% at $214.96; the stock is still down about 20% year to date after the roughly 16% rally on the Oct 1 results • Analyst reaction: UBS reaffirmed Buy with a $275 target, citing doubled emerging alliance revenue and more than tripled Q4 bookings; the cautious read is that the targets are an ambition, not proof, and FY27 has to deliver the first leg SAILPOINT INC INVESTOR DAY Wed Oct 14, 12:00 PM ET, virtual Replay: • No guidance or financial update, by design: the Oct 14 analyst and investor webcast was a product recap of Navigate, Austin Oct 5 to 8, and management said at the outset it would not discuss the financial impact of the products; replay is on the IR site for 1 year • The recap centered on autonomous identity security for the agentic era: three classes of Autonomous Agents that monitor runtime actions, enforce policy and right-size privileges, plus Autonomous Identity Security Posture Management for continuous exposure detection and real-time remediation in Atlas • Expanded Agentic Fabric maps the full AI agent surface area, with shadow AI discovery, runtime authorization and an instant kill switch; Human Fabric advances human identity governance; Zero Standing Privilege via just-in-time provisioning now covers humans, service accounts and AI agents • The demand framing: 79% of enterprises are already running AI agents in production, yet only 2% have deployed identity tools purpose-built to govern them, per the Horizons of Identity Security report • Stock reaction: shares closed down 0.4% at $19.30 on the day; Piper Sandler maintained Buy with a $25 target on Oct 14, with consensus at Buy and an average target near $21.88 TODAY SEMTECH CORP INVESTOR DAY Thu Oct 15, 9:00 AM PT, San Jose Webcast: • Data Center Analyst Day and Teach-In with CEO Dr. Hong Hou, Imran Sherazi of Signal Integrity Products, and CFO Mark Lin, plus an industry expert panel, Q and A sessions and product demos; live webcast and materials under News and Events on the IR site, replay for 90 days • Setup: shares have pulled back about 17% in the last 5 sessions into the event after a very strong year, so the bar is a credible long-term model, not a product tour • The number: the long-term financial objectives presented today, against the near-term anchor of the $410M Q3 revenue guide • Why it matters: FiberEdge, CopperEdge and DirectEdge sit in the 800G and 1.6T AI data center interconnect buildout, where active copper, linear pluggable optics and co-packaged optics timing decides share • Debates: how fast active copper cable ramps at the lead cloud customer, and what reserved capacity costs if demand slips • Watch: 1.6T and 3.2T roadmap, active copper cable customer wins and the Q4 ramp, data center revenue mix, and any gross margin framework SEMTECH CORP CONFERENCE PRESENTATION Thu Oct 15, 12:00 PM, San Jose, time unconfirmed Webcast: • A separate data center business listing for the same San Jose teach-in covered above • The company release confirms a 9:00 AM PT start; a separate 12:00 PM session time is unconfirmed TOMORROW No tracked events tomorrow. REMAINING THIS WEEK Nothing remaining this week. LATER • Mon Oct 19: Qnity Electronics at ICPT, Gangseo, Korea • Tue Oct 20: Zoom Communications Investor Day, 4:00 PM, webcast on Zoom IR • Fri Oct 23: Tempus AI at ESMO 2026 • Mon Oct 26: DCD Connect MENA, Dubai, Oct 26 to 27 • Tue Oct 27: Celestica Investor Day, virtual, tied to Q3 • Tue Oct 27: DCD Investment Forum MENA, Dubai • Tue Oct 27: Guidewire Software Investor Day, 7:30 PM • Wed Oct 28: Oracle Investor Day • Tue Nov 3: DCD Connect Virginia, Leesburg, VA, Nov 3 to 4 • Wed Nov 4: DCD Connect Brasil, DCD Investment Forum Brasil, and Xcelerated Compute Show Brasil, Sao Paulo, Nov 4 to 5 • Thu Nov 5: Box Investor Day, San Francisco • Fri Nov 6: Global Unichip at TSMC 2026 Japan OIP Ecosystem Forum, Tokyo • Mon Nov 9: Entegris Investor Day, 1:00 PM • Tue Nov 10: Cohu Investor Day, New York • Tue Nov 10: Flex Investor Day, Austin • Wed Nov 11: Munters Group Capital Markets Day, Stockholm • Thu Nov 12: Global Unichip at TSMC 2026 Taiwan OIP Ecosystem Forum, Hsin-chu • Sun Nov 15: Penguin Solutions at SuperComputing (SC26), Chicago • Sun Nov 15: SuperComputing Conference 2026 (SC26), Chicago, Nov 15 to 20 • Sun Nov 15: Vertiv at SuperComputing (SC26), Chicago • Tue Nov 17: Global Unichip at TSMC 2026 China OIP Ecosystem Forum, Beijing • Tue Nov 17: XTI Aerospace at ElevateUAV Summit, Florida City • Thu Nov 19: KVH Industries at CSN Greece ICT Conference, Athens

@adaption_ai discovery agent reviews past AutoScientist training runs and identify critiques. These end up being at the edge of current capabilities and domain specific. We use that checklist to filter training data automatically.

fascinating RSI loop for AI discovery in this Google paper but again, google is great at writing academic papers and somehow much worse at turning that research into a great AI product. i think they need a bit more of the openai/anthropic culture or a return to the innovative google of the 2000s

More and more consumers are buying through AI, sometimes without ever leaving the LLM. So brands have to ask: Is AI recommending your products? And is that driving real sales? @NielsenIQ partnered with Similarweb on a new Agentic Commerce Measurement solution to answer exactly that: → What buyers are asking AI assistants → Where your products rank in AI recommendations → Whether your product data is optimized for AI agents → How AI discovery converts into real sales Full announcement below.

Big news! Multimodal has been selected as the build partner for FiLab’s Agentic AI Discovery Test Over the next several months we’ll work with Filene Research Institute and a cohort of credit unions to: → Educate teams on what agentic AI actually is → Build three real, hands-on POCs in our AgentFlow sandbox → Model time savings, error reduction, and member impact No slideware, just workflows credit unions can touch, test, and evaluate. Excited to help shape the next generation of member service! #CreditUnions# #AgenticAI# #FinTech# #MemberExperience# #Innovation#

From code to cure, Day 2 at #ANVFInnovation2026# paired precision medicine, synthetic biology and AI discovery with the hard work of validation, capital, manufacturing and access. Asia’s next edge: linking data, science and scale. #LifeSciences# #AIinBiotech#