A week is a useful unit. Here is what one looked like: Monday 7 to Friday 11 September, on one desk covering the AI supply chain.
What went in first. IQE's half-year results presentation, read as a deck rather than as a press summary. Oracle's FQ1 and Adobe's FQ3 out of the 8-K exhibits the night they filed, with Oracle's own fifteen slides alongside. Korean memory inventory, Taiwan trade data, US CPI and PPI, each from the body that issued it. A broker's two-volume optical networking report, read for what its own charts said rather than for its conclusion. Infineon on the power shortage, in its own materials.
Two items on that list did not exist before we made them. Jensen Huang's session at Goldman, 2,256 seconds and 371 timestamped segments, and Lumentum at the Citi conference. We pulled the audio and transcribed both.
And three days on the floor at the Shenzhen optoelectronics show, behind an archive of 3,182 exhibitors, 604 agenda rows and 54 conference pages that we counted before the doors opened.
What came out: 555 files across the five days. 266 figures, 162 post drafts in two languages, 40 news and data notes, and twelve primary documents pulled in from the issuers. 77 pieces were written in English, each with a Chinese counterpart. Not all were published, because a week produces more drafts than it has slots.
None of that is the interesting part. Four of the five days produced roughly the same amount of work, so volume tells you almost nothing. The number I care about is four, which is how many times that week the collection got wider. The news triage learned simplified-Chinese optical vocabulary and picked up the show's own conference feed. A technology-maturity desk went in with thirteen standing sources and nineteen technology nodes, swept weekly and compared word for word against the previous copy. Open-access research became its own leg. And a financial layer that reads straight from SEC XBRL went live, alongside a bank for material that has no slot yet.
Those four are still running. The 555 files are not. They were read once.
Almost nothing above is exclusive. Every document was published by whoever made it, and anyone could have read it. The only difference is that it was read. $IQE $ORCL $ADBE $NVDA $LITE
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