itsleeevi · Aug 24, 2026 · Aug 24, 2026
diff --git a/docs/business/README.md b/docs/business/README.md
@@ -2,6 +2,16 @@
 
 Newest first. Originality QA reads this index (not `docs/videos/`). Each page needs a **Do not copy** section so the next title cannot steal its hook, money-flow, or ending.
 
+## Compiled / QA-ready (not assembled)
+
+Cloud jobs live under `artifacts/` (gitignored). These pages exist so the next title cannot steal the engine.
+
+- [How Airbnb Makes Billions Without Owning Hotels](airbnb-makes-billions-without-owning-hotels.md) — host key / agent line / night slip, Kokoro `am_liam` 1.15, 4446 words (FY2025 10-K; no “today is DATE” in the VO)
+- [Amazon's Most Important Business Isn't Shopping](amazons-most-important-business-isnt-shopping.md) — cream cart decoy / lime rack-hour meter, Kokoro `am_liam` 1.15, 4890 words (FY2025 10-K; no “today is DATE” in the VO)
+- [Why Everyone in AI Is Paying Nvidia](why-everyone-in-ai-is-paying-nvidia.md) — rack-hour invoice / game-floor decoy, Kokoro `am_liam` 1.15, 4695 words (FY2026 10-K; spoken VO never says “everyone”; not the takeover two-board cut)
+
+## Shipped
+
 - [How Costco Really Makes Money](costco-really-makes-money.md) — exit-receipt decoy / door money / gold card, Kokoro `am_liam` 0.92, **20:30** (filings through Q3 FY2026; no “today is DATE” in the VO)
 - [How Visa Really Makes Money](visa-really-makes-money.md) — four desks / authorization pulse / fat line vs thin pipe, Kokoro `am_liam` 1.15, **16:58** (filings through Q3 FY2026; no “today is DATE” in the VO)
 

diff --git a/docs/business/airbnb-makes-billions-without-owning-hotels.md b/docs/business/airbnb-makes-billions-without-owning-hotels.md
@@ -0,0 +1,68 @@
+# How Airbnb Makes Billions Without Owning Hotels
+
+How They Really Make Money cut (`python -m channel generate --channel behind_the_business`). Compiled and QA-ready; long assemble is not on this branch. Do not clone this mystery for a different company.
+
+## Spine
+
+Customer mystery, not a 2008 living-room biography. `the_thought`: **They sell the night, not the building.** Cold open: a brass host key on a paper night slip, not a hotel drawer. Silent cards: **Host Key** → **Agent Line** → **Night Slip** → **Split Fee** → **Cheap Growth** → **Empty Hotel** → **Cash First** → **Open Key**.
+
+The FY2025 10-K files the company as an agent. It does not control the properties, fulfill the rental, bear inventory risk, or set prices. Revenue is 12.241 billion dollars on 91.273 billion of gross booking value (about 13.4 percent blended take; Q4 implied take 13.6 percent). Nights and seats booked: 533.0 million. Net income 2.5 billion. Operating cash flow 4.6 billion. Cost of revenue 2.086 billion. Hosts: over 5 million. Signature prop: brass host key on a night slip. Related tease: a cart that looks like a store while a computer meter pays the year.
+
+## Do not copy onto the next title
+
+- “They sell the night, not the building”
+- Brass host key on a night slip as the returning object
+- Empty hotel / missing deed as the decoy lobby
+- Agent vs principal / GBV 91.273 vs revenue 12.241 as the only surprise
+- Split guest+host fee migrating to a 15.5 percent host-side list
+- Check-in as the revenue bell / unearned fees as the waiting room
+- Opening on a key-that-never-hung-in-a-hotel-drawer beat
+- Ending on “ask who sold the night, not who poured the foundation”
+- Thumbnail text **NOT THE BUILDING**
+- Visa's four desks, Costco's door card, Amazon's cream cart, or a founded-in-X stamp
+
+## Technical
+
+| | |
+|---|---|
+| Job | `artifacts/airbnb-makes-billions-without-owning-hotels__20260824_040627__3b23b2/` |
+| Project | job `project.json` |
+| Fixture | job `fixtures/airbnb-makes-billions-without-owning-hotels.json` |
+| Stills | job `fixtures/airbnb-makes-billions-without-owning-hotels_stills.py`, jobs `airbnb-makes-billions-without-owning-hotels_v1_image_jobs.json` (222 long) |
+| Spec | job `fixtures/video_specs/airbnb-makes-billions-without-owning-hotels.json` |
+| Voice | Kokoro `am_liam`, speed 1.15, one utterance per scene + 0.28s hold, burned-in captions |
+| Script | 4446 words, 222 long scenes, 18 sources, `originality_score` 100 / `ready_to_publish` |
+| Output | not assembled on this commit |
+| Thumb | overlay **NOT THE BUILDING** (job not rendered) |
+| Thumb job | job `fixtures/airbnb-makes-billions-without-owning-hotels_thumbnail_image_jobs.json` |
+
+Signature prop: `THE_HOST_KEY` in 6 long scenes. Company name stays out of image prompts. GenerateImage filenames use hashed tokens, then copy onto assemble names.
+
+## YouTube pack
+
+Refresh with `python -m channel youtube airbnb-makes-billions-without-owning-hotels__20260824_040627__3b23b2` after assemble. Upload the JPEG, not the 3:2 PNG. After the long video is live, set `youtube.full_video_url` and re-run. Tick YouTube Studio's altered/synthetic content checkbox.
+
+**Title:** How Airbnb Makes Billions Without Owning Hotels
+
+**Short title:** The Key That Is Not a Hotel
+
+**Thumbnail text:** NOT THE BUILDING
+
+**Description** (search phrase in the first 200 characters):
+
+```
+How Airbnb makes billions without owning hotels: they sell the night, not the building.
+
+The FY2025 10-K files the company as an agent. Revenue was 12.241 billion dollars on 91.273 billion of gross booking value. Nights and seats booked were 533.0 million. The company does not control the properties, set prices, or bear inventory risk.
+
+Sources / further reading:
+- Airbnb, Inc. Form 10-K for the fiscal year ended December 31, 2025
+- Airbnb Q4 and Full Year 2025 results and shareholder letter
+- Airbnb Q4 2025 earnings call (February 12, 2026)
+
+Educational analysis of a business model. Not investment advice.
+```
+
+## Playbook
+
+`docs/behind-the-business.md`
diff --git a/docs/business/amazons-most-important-business-isnt-shopping.md b/docs/business/amazons-most-important-business-isnt-shopping.md
@@ -0,0 +1,66 @@
+# Amazon's Most Important Business Isn't Shopping
+
+How They Really Make Money cut (`python -m channel generate --channel behind_the_business`). Compiled and QA-ready; long assemble is not on this branch. Job title override: user-facing title stays this line even though the parser needed a How/Why stem to start the job. Do not clone this mystery for a different company.
+
+## Spine
+
+Customer mystery, not a garage biography. `the_thought`: **Shopping fills the screen. The computers fill the profit.** Cold open: a cream cart filling a phone screen while a lime rack-hour meter waits in the dark. Silent cards: **Cart Screen** → **Thin Aisle** → **Rack Meter** → **Two Piles** → **Ad Shelf** → **Sub Lock** → **Capex Heat** → **Open Meter**.
+
+FY2025 10-K: net sales 716.924 billion dollars, operating income 79.975 billion, net income 77.670 billion. AWS sales 128.725 billion (~18 percent of sales) and AWS operating income 45.606 billion (~57 percent of operating income, derived). North America operating income 29.619 billion on 426.305 billion of sales; International 4.750 billion on 161.894 billion. Advertising services 68.635 billion; subscription 49.619 billion; online stores 269.287 billion. Cash capex 128.3 billion, majority tagged to AWS growth. Signature prop: lime rack-hour cloud meter. Related tease: a chip invoice on a different company's rack. Not the yellow tote.
+
+## Do not copy onto the next title
+
+- “Shopping fills the screen. The computers fill the profit”
+- Lime rack-hour meter as the returning object
+- Cream cart as the decoy screen
+- Two piles (sales mix vs operating-income mix) as the only surprise
+- Ads-are-secretly-the-computer twist, or Prime-as-Costco-membership swap
+- “18 percent of sales, about 57 percent of operating income”
+- Opening on an empty cart in front of a bright unmarked screen
+- Ending on “ask which object filled the profit, not which object filled the screen”
+- Thumbnail text **COMPUTERS PAY**
+- Visa's four desks, Costco's door card, Airbnb's host key, Nvidia takeover's two green boards, or a founded-in-X stamp
+
+## Technical
+
+| | |
+|---|---|
+| Job | `artifacts/amazon-makes-money-when-shopping-isn-t-the-payof__20260824_040811__c5b39e/` |
+| Project | job `project.json` (`metadata.title` is the user title) |
+| Fixture | job `fixtures/amazon-makes-money-when-shopping-isn-t-the-payof.json` |
+| Stills | job stills + `amazon-makes-money-when-shopping-isn-t-the-payof_v1_image_jobs.json` (245 long) |
+| Spec | job `fixtures/video_specs/amazon-makes-money-when-shopping-isn-t-the-payof.json` |
+| Voice | Kokoro `am_liam`, speed 1.15, one utterance per scene + 0.28s hold, burned-in captions |
+| Script | 4890 words, 245 long scenes, 22 sources, `originality_score` 100 / `ready_to_publish` |
+| Output | not assembled on this commit |
+| Thumb | overlay **COMPUTERS PAY** (job not rendered) |
+
+Signature prop: `THE_CLOUD_METER` in 6 long scenes. Company name stays out of image prompts. GenerateImage filenames use hashed tokens, then copy onto assemble names.
+
+## YouTube pack
+
+Refresh with `python -m channel youtube amazon-makes-money-when-shopping-isn-t-the-payof__20260824_040811__c5b39e` after assemble. Upload the JPEG, not the 3:2 PNG. After the long video is live, set `youtube.full_video_url` and re-run. Tick YouTube Studio's altered/synthetic content checkbox.
+
+**Title:** Amazon's Most Important Business Isn't Shopping
+
+**Short title:** The Meter Behind the Cart
+
+**Thumbnail text:** COMPUTERS PAY
+
+**Description** (search phrase in the first 200 characters):
+
+```
+Amazon's most important business isn't shopping: shopping fills the screen, and the computers fill the profit.
+
+The FY2025 10-K shows 716.924 billion dollars of net sales and 79.975 billion of operating income. AWS was 128.725 billion of sales, about 18 percent, and 45.606 billion of operating income, about 57 percent derived.
+
+Sources / further reading:
+- Amazon.com, Inc. Form 10-K for the fiscal year ended December 31, 2025
+- Amazon Q4 and Full Year 2025 results (February 5, 2026)
+
+Educational analysis of a business model. Not investment advice.
+```
+
+## Playbook
+
+`docs/behind-the-business.md`
diff --git a/docs/business/why-everyone-in-ai-is-paying-nvidia.md b/docs/business/why-everyone-in-ai-is-paying-nvidia.md
@@ -0,0 +1,67 @@
+# Why Everyone in AI Is Paying Nvidia
+
+How They Really Make Money cut (`python -m channel generate --channel behind_the_business`). Compiled and QA-ready; long assemble is not on this branch. User-facing title stays this line; spoken VO never says “everyone.” Do not clone this mystery, and do not clone the takeover cut's two green boards onto it.
+
+## Spine
+
+Customer mystery, not a CUDA-language rise. `the_thought`: **They sell the meter on the factory that thinks.** Cold open: a stamped rack-hour invoice on a dark rail, not a holiday graphics card. Silent cards: **Rack Bill** → **Game Floor** → **Factory Floor** → **Two Lines** → **Hyperscaler Door** → **Networking Pipe** → **Edge Remainder** → **Open Invoice**.
+
+Fiscal 2026: revenue 215.938 billion dollars, Data Center 193.737 billion (~89.7 percent of sales), compute 162.361 billion, networking 31.376 billion, Gaming 16.042 billion. GAAP operating income 130.387 billion; net income 120.067 billion; cost of revenue 62.475 billion; GAAP gross margin 71.1 percent. Q4 hyperscalers were slightly over 50 percent of Data Center, with growth led by the rest — labs, clouds, and model shops, not one parade. Q1 FY2027 (quarter ended April 26, 2026) is labeled as one quarter: revenue 81.615 billion, Data Center 75.2 billion. Signature prop: stamped rack-hour invoice. Related tease: a search box that looks free while an auction on a click pays the year. Not two green boards / CUDA as a second language.
+
+## Do not copy onto the next title
+
+- “They sell the meter on the factory that thinks”
+- Stamped rack-hour invoice as the returning object
+- Game aisle as the decoy floor
+- Compute vs networking two-line bill as the only surprise
+- “Everyone in AI” as spoken copy (the title is the thumbnail; the VO names labs, clouds, hyperscalers, model shops)
+- CUDA / two GTX 580s / “second language” from the takeover cut
+- Opening on a rack bill instead of a living-room card
+- Ending on “ask who got the bill for the hour, not who got the box art”
+- Thumbnail text **RACK HOUR**
+- Visa's four desks, Costco's door card, Amazon's cream cart, Airbnb's host key, or a founded-in-X stamp
+
+## Technical
+
+| | |
+|---|---|
+| Job | `artifacts/nvidia-makes-money-from-ai-bills__20260824_040814__a33146/` |
+| Project | job `project.json` (`metadata.title` is the user title) |
+| Fixture | job `fixtures/nvidia-makes-money-from-ai-bills.json` |
+| Stills | job stills + `nvidia-makes-money-from-ai-bills_v1_image_jobs.json` (232 long) |
+| Spec | job `fixtures/video_specs/nvidia-makes-money-from-ai-bills.json` |
+| Voice | Kokoro `am_liam`, speed 1.15, one utterance per scene + 0.28s hold, burned-in captions |
+| Script | 4695 words, 232 long scenes, 21 sources, `originality_score` 100 / `ready_to_publish` |
+| Output | not assembled on this commit |
+| Thumb | overlay **RACK HOUR** (job not rendered) |
+
+Signature prop: `THE_RACK_INVOICE` in 6 long scenes. Company name stays out of image prompts. GenerateImage filenames use hashed tokens, then copy onto assemble names.
+
+## YouTube pack
+
+Refresh with `python -m channel youtube nvidia-makes-money-from-ai-bills__20260824_040814__a33146` after assemble. Upload the JPEG, not the 3:2 PNG. After the long video is live, set `youtube.full_video_url` and re-run. Tick YouTube Studio's altered/synthetic content checkbox.
+
+**Title:** Why Everyone in AI Is Paying Nvidia
+
+**Short title:** The Bill On The Rack
+
+**Thumbnail text:** RACK HOUR
+
+**Description** (search phrase in the first 200 characters):
+
+```
+Why Nvidia is getting paid for AI: they sell the meter on the factory that thinks, not the game aisle.
+
+Fiscal 2026 Data Center revenue was 193.737 billion dollars of 215.938 billion total. Hyperscalers were slightly over 50 percent of Data Center in Q4 remarks, not a single-payer story.
+
+Sources / further reading:
+- NVIDIA Corporation Form 10-K for the fiscal year ended January 25, 2026
+- NVIDIA Q4 and Fiscal 2026 results (February 25, 2026)
+- NVIDIA Q1 FY2027 results (quarter ended April 26, 2026)
+
+Educational analysis of a business model. Not investment advice.
+```
+
+## Playbook
+
+`docs/behind-the-business.md`