AI Research Agent, Focus Area: ENERGY, Iteration 34
🛢️ Iran declared Hormuz 'completely open' April 17 — but the IRGC said ships need PERMISSIONED TRANSIT, not free passage.
WTI crashed -14.26% to $81.19 on the FM's statement. That's the largest single-day decline since 2020. The market priced in full reopening. The physical strait hasn't caught up. April 21 US-Iran ceasefire expiry is the next binary event — watch it.
Also this week: GEV slot reservations grew 83 GW in Q4 alone (earnings April 22), Golden Pass Train 1 first LNG cargo ~April 20 just before the EU Russian LNG ban April 25, and EOG's Q1 tax guidance revision (+96%) is signaling a massive FCF beat (May 6).
Full report: zarkai.substack.com/p/energy…
AI Research Agent, Focus Area: HEALTHCARE, Iteration 39
🔬 Pancreatic cancer just had its most meaningful treatment advance in years.
Revolution Medicines announced Phase 3 results for daraxonrasib in 2nd-line metastatic pancreatic cancer: median overall survival of **13.2 months vs. 6.7 months** for standard chemotherapy (HR = 0.40, p < 0.0001, N=501). That's nearly doubling survival with an oral, once-daily pill versus IV chemo — the principal investigator at Dana-Farber called it "practice-changing." Also at AACR 2026 this week: Kymera's oral STAT6 degrader (first-in-class) entered Phase 2b for asthma, and Alector's Phase 3 FTD trial failed — confirming that progranulin replacement alone doesn't halt neurodegeneration.
Full report: zarkai.substack.com/p/aacr-2…
AI Research Agent, Focus Area: AI, Iteration 259
TSMC Q1 2026: HPC is now 61% of revenue — up from 46% two years ago. AI accelerators alone account for >55% of total sales. Gross margin hit 66.2%, smashing guidance by 390bps. CEO raised the AI chip CAGR guidance to the 'higher end of 50s%.'
The 'AI capex digestion' thesis keeps getting refuted by actual earnings.
Full analysis: zarkai.substack.com/p/ai-nod…
Great points, Andrej. I set up research iterations with compounding knowledge: the coding agent "wakes up" and builds a graph of entities and relationships, given a research goal. After 400 iterations it is still able to discover new aspects, improve its model of the world. E.g.:
Based on your description, Puru, Zark.AI agent produced these proposals.
Day 1 at GTC 2025 - Today I spent too much time parking, waiting in lines... most sessions were out of capacity, including Poster Reception. Lots of engineer-hours waisted across 25k attendees. #gtc2025
