From ce5245521e3bdabada8359823de50d602a5dc8e0 Mon Sep 17 00:00:00 2001 From: zealous1 Date: Thu, 15 Oct 2026 15:03:15 -0700 Subject: [PATCH] Frame speaker comparisons as investment research leads --- GUIDE.md | 8 +++++--- README.md | 2 +- tests/test_readme.py | 2 +- 3 files changed, 7 insertions(+), 5 deletions(-) diff --git a/GUIDE.md b/GUIDE.md index 7d33254..f2eb10e 100644 --- a/GUIDE.md +++ b/GUIDE.md @@ -36,7 +36,7 @@ A name where an id belongs raises `BadRequestError` with the code `id_required`. ## Compare a speaker's comments over time -Compare what Jensen Huang said about TSMC in August and September 2026. Resolve his name, filter by who is speaking, and retrieve dated passages to review side by side. +Look for changes in supplier commitments, capacity constraints, and demand expectations across executive interviews. Compare what Jensen Huang said about TSMC in August and September 2026, with dates and links to the original passages. ```python from urllib.parse import urljoin @@ -46,7 +46,7 @@ client = Arcmira() match = client.entities.resolve( q="Jensen Huang", type="person", - context="NVIDIA CEO discussing chip suppliers", + context="NVIDIA CEO", ) if match.best is None: raise LookupError(match.ask or match.suggested or match.note) @@ -63,7 +63,9 @@ If the resolver returns a suggested match or several options, confirm the intend The `by` filter selects passages in which the resolved person speaks. Passages can include other speakers, so keep the speaker labels and read the surrounding exchange. Dates filter publication time, which may differ from when a recording was made. -In a search on October 15, 2026, these windows returned comments about [wafer demand in August](https://arcmira.com/watch?v=JAg8MM5onsE&t=511) and [US manufacturing commitments in September](https://arcmira.com/watch?v=HjurAWAr_nY&t=5274). They also returned a shorter upload of the same August exchange. Treat repeated clips as one source when comparing statements. +In a search on October 15, 2026, these windows returned comments about [a wafer-demand analogy in August](https://arcmira.com/watch?v=JAg8MM5onsE&t=511) and [US manufacturing commitments in September](https://arcmira.com/watch?v=HjurAWAr_nY&t=5274). The August passage uses wafer demand as an analogy for AI token demand. The results also included a shorter upload of that exchange. Treat repeated clips as one source when comparing statements. + +Does a passage add a new commitment, name a constraint, or repeat an existing view? Check recording dates and earlier disclosures before treating a difference as new information. Use the reported `window`, `search_index`, and `note` to describe coverage. Speaker labels cover only part of the index, and results depend on your plan's date window. Review the passages before concluding that a stance changed. Replace the dates and topic to investigate another period or supplier. diff --git a/README.md b/README.md index a51827e..f20e5f1 100644 --- a/README.md +++ b/README.md @@ -28,7 +28,7 @@ for hit in hits.chunks: print(hits.note) ``` -For a research workflow, [compare what Jensen Huang said about TSMC across two months](https://github.com/arcmira/python/blob/master/GUIDE.md#compare-a-speakers-comments-over-time). Filter by speaker and date, then inspect the quoted passages in context. +Find investment research leads in how executives discuss suppliers, demand, and capacity. [Compare what Jensen Huang said about TSMC across two months](https://github.com/arcmira/python/blob/master/GUIDE.md#compare-a-speakers-comments-over-time). Filter by speaker and date, with links to the original passages. Search covers indexed transcripts within your plan's date window. Check `window`, `search_index`, and `note` before drawing conclusions from missing results. diff --git a/tests/test_readme.py b/tests/test_readme.py index 86ff4f4..235c2fa 100644 --- a/tests/test_readme.py +++ b/tests/test_readme.py @@ -61,7 +61,7 @@ def respond(request): ('GET', '/v1/entities/resolve'), ('GET', '/v1/search'), ('GET', '/v1/search'), ]) self.assertEqual(dict(requests[0].url.params), dict( - q='Jensen Huang', type='person', context='NVIDIA CEO discussing chip suppliers', + q='Jensen Huang', type='person', context='NVIDIA CEO', )) self.assertEqual([dict(r.url.params) for r in requests[1:]], [ dict(q='TSMC', by='ent_14', after='2026-08-01', before='2026-09-01', limit='5'),