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SKILL.state cuts token use on a hundred-step warehouse task to about one-sixteenth of keeping the full history, while still reaching 0.94 accuracy; public agent benchmarks also show lower consumption.

Previously agents typically kept the full history, so tokens grew linearly with steps. SKILL.state compresses history into an explicit state, supporting the "state-first" engineering hypothesis, but not enough to prove general agent reliability.

The result is reported in an arXiv preprint, and the method relies on predefined sufficient patterns.

It does not yet cover multi-agent concurrent writes, and it has not been independently reproduced; next steps require code, reproduction and production tasks.

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• Dell reports on September 1: FMP consensus expects revenue of $44.93 billion and EPS of $4.91. Watch AI server backlog conversion, infrastructure segment gross margin and working capital together. Company events page ↗
• Credo reports on September 1: FMP consensus expects revenue of $473 million and EPS of $1.17. The key is not the high-speed interconnect demand narrative but customer concentration, product mix and incremental gross margin. Company events page ↗
• Palo Alto Networks reports on September 1: FMP consensus expects revenue of $3.350 billion and EPS of $0.98. Check whether platformization brings remaining performance obligations and cash flow, not just AI security wording. Company events page ↗
• Two midnight checks: whether Anthropic's actual billing switches to standard pricing, and whether Azure v2.0 calls return a retirement error; both should be read back from accounts and logs.

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