---
title: "𖣂📈 The next evolution: SCX & FRX founder webinars; Medtech’s at-risk w/FDA approvals? (not 4DX); HITL, HOOTL, and Tacit Knowledge"
description: "HOMODEUS RESEARCH WEEKLY BRIEF · 8th September 2026 Research | Videos | Podcasts | LinkedIn | Follow on X HITL, HOOTL, and Tacit Knowledge Hi, HITL (Human in the loop) vs. HOOTL (Human Out Of The Loop). A few new developments this week which really had me reconsidering about the role of humans in future society. It started last weekend when OpenAI offered to solve the CAPTCHA image for me (the very thing which is supposed to differentiate bots from humans 🤣 ), which probably wasn’t very hard gi"
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source: "Homodeus Research"
id: "d2419211-17db-4b9d-b5b1-0f2eff10efc9"
report_type: "weekly"
published_date: "2026-09-08"
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---
# 𖣂📈 The next evolution: SCX & FRX founder webinars; Medtech’s at-risk w/FDA approvals? (not 4DX); HITL, HOOTL, and Tacit Knowledge

Published 2026-09-08 by Wei Sim.

HOMODEUS

**RESEARCH**

WEEKLY BRIEF   ·   8th September 2026

[Research](https://homodeus.one/research) | [Videos](https://homodeus.one/research/videos) | [Podcasts](https://homodeus.one/research/podcasts) | [LinkedIn](https://www.linkedin.com/company/homodeus-research/) | [Follow on X](https://x.com/homodeus_rsrch)

HITL, HOOTL, and Tacit Knowledge

*Hi,*

***HITL (Human in the loop) vs. HOOTL (Human Out Of The Loop). ****A few new developments this week which really had me reconsidering about the role of humans in future society. It started last weekend when OpenAI offered to solve the CAPTCHA *image for me (the very thing which is supposed to differentiate bots from humans 🤣), which probably wasn’t very hard given the pace of AI development, but this week we also saw Tesla starting to offer rides in its [Cybercab](https://www.youtube.com/watch?v=grdt05okn3Q&feature=youtu.be) and [Vara](https://www.vara.ai/) announcing the first in the world to receive regulatory approval for a breast triage tool that bypasses radiologist review for certain mammograms.

In a future where roles from drivers to radiologists are being disintermediated, what value can a human bring? In my view, this comes back to [tacit knowledge](https://en.wikipedia.org/wiki/Tacit_knowledge). We touched upon this a few weeks ago (see weekly: [When I grow up, I want to be a prompt engineer…](https://homodeus.one/research/report/the-next-evolution-scx-on-the-asx-a4n-at-overcapacity-4-days-gta-vi-for-2-years-service-weekly)).

|  |  |  |
| --- | --- | --- |
| OpenAI offering to solve the CAPTCHA image for me last week | Tesla starts offering rides in cars with no steering wheels | AI company scores world’s 1st approval for breast triage tool that skips radiologist review |

**Idea of the week:**

- Decidr AI (ASX:DAI) is an ASX-listed company which has seen six quarters of consecutive growth in AER (annualised exit rate). The company is a direct play on tacit knowledge and partners with companies including SCX.ai (ASX:SCX) to ensure sovereignty of that knowledge is retained. [DAI’s latest presentation](https://asx.api.cmfyapp.com/asx-research/1.0/file/2924-03118405-6A1337505&v=undefined) | [FY26 results](https://asx.api.cmfyapp.com/asx-research/1.0/file/2924-03129124-6A1341247&v=undefined)

![](https://homodeus.one/api/email/assets/2ffee0e2-d980-490f-95bd-44581c12a049)

**WEBINARS**

|  |  |  |
| --- | --- | --- |
| SCX.ai post results webinar | Green & Gold Minerals (ASX:GG1) webinar | Flexiroam (ASX:FRX) Webinar |

**NEWS THIS WEEK**

- The [AFR reports](https://www.afr.com/street-talk/medical-ai-firm-stumbles-over-tga-hurdle-fails-to-get-approval-20260907-p60v4m) that EchoIQ (ASX:EIQ) has failed to secure FDA approval for EchoSolv Heart Failure. We analyse the read-through for other MedTech algorithms based on FDA approval status. 4DMedical (ASX:4DX) already has FDA approval for CT:VQ, XV LVAS and CT LVAS and in our view is not at risk. Source: [Homodeus Research](https://homodeus.one/research/report/health-care-echoiq-fda-rejection-read-through-sector-spotlight)

![](https://homodeus.one/api/email/assets/942f31f1-6092-413a-9e71-36561afeb16b)

- Fleet of the Year finalists show how better reporting drives better fleet decisions. The three finalists in the 2026 Fleet News Group Fleet of the Year Award  are Blacktown City Council, Ausgrid and Parkes Shire Council. Parkes Shire Council has developed detailed TechnologyOne (ASX:TNE) dashboards covering availability, recovery rates, operating costs, maintenance and utilisation. Source: [Fleet Auto News](https://fleetautonews.com.au/fleet-of-the-year-finalists-show-how-better-reporting-drives-better-fleet-decisions/)

- TechnologyOne (ASX:TNE) and Forrester have authored, 'Reshaping Student Success Through AI in Tertiary Education Within ANZ', exploring the AI gap and the opportunities to harness AI to deliver scalable, student-centric outcomes. Source: [Tech1](https://www.technology1.com/resources/reports/reshaping-student-success-through-ai-in-tertiary-education-within-anz?utm_campaign=content_fy26_edu_aiineduforresterreport&utm_medium=social&utm_source=linkedin)

![](https://homodeus.one/api/email/assets/cb30de9b-2de9-4f60-bdc5-5739053ce97c)

- SCX.ai (ASX:SCX) adds expanded Decidr (ASX:DAI) deal to growing revenue base. DecidrAI has committed $500,000 annually across SCX.ai infrastructure capacity and engineering and optimisation services. Source: [Stockhead](https://stockhead.com.au/tech/newly-listed-scx-ai-adds-expanded-decidr-deal-to-growing-revenue-base/)
- AI was supposed to kill software. Then this happened: Just months after being written off as artificial intelligence casualties, Atlassian, Salesforce and other software giants are surging. Source: [AFR](https://www.afr.com/chanticleer/saaspocalypse-zombies-are-back-but-ai-horror-movie-may-have-sequels-20260831-p60t75) HD View: this speaks to the heart of our inaugural research piece for Homodeus [Tech Phoenix - Rising from the ashes](https://homodeus.one/research/report/information-technology-tech-phoenix-rising-from-the-ashes-sector-spotlight)

![](https://homodeus.one/api/email/assets/5d0f3028-5517-4477-a78c-59500e8827d6)

- New research explores the frequency in which CMS devalues radiology services. Based on 48 interventional radiology codes considered, CMS issued negative adjustments about 52% of the time, the study found. Meanwhile for 90 diagnostic radiology codes, CMS made negative adjustments about 28% of the time, compared to the radiology societies’ initial recommendations. Source: [Radiology Business](https://radiologybusiness.com/topics/healthcare-management/healthcare-economics/new-research-explores-frequency-which-cms-devalues-radiology-services) HD View: see no near-term risk for this as CMS proposed 2027 policies propose retaining outpatient payments, but over the medium-term could see revisions in reimbursements
- SCX.ai (ASX:SCX) The EU Just Flipped the Switch on Sovereign AI. Australia Should Be Watching. The EU AI Act is not a white paper. It is binding law across 27 member states, and its most consequential provisions are now live.Source: [SCX](https://scx.ai/resources/eu-ai-act-sovereign-lessons-australia-2026)
- Dumped, shorted, forgiven: How hedge funds gamed four ASX blue chips: An otherwise quiet post-reporting day had a sting in the tail: a $12 billion trading surge that reveals the ruthless index game quietly warping the market. Source: [AFR](https://www.afr.com/chanticleer/dumped-shorted-forgiven-how-hedge-funds-gamed-four-asx-blue-chips-20260905-p60ur8)

![](https://homodeus.one/api/email/assets/27748313-938e-40d5-8b30-099407aa2f17)![](https://homodeus.one/api/email/assets/aabb1572-03a7-4276-96c8-dc7b6647a288)

- GPT6 (Astra) released: most aligned model, with substantial improvements in understanding user intent and model behavior. Source: [OpenAI](https://openai.com/index/gpt-6-astra/) HD View: I thought 5.6 Sol was already very good (for coding) can’t believe Arg-AGI-3 is only ~8% and now Astra is 99.9%! Coding I guess is for tasks which are already familiar hence the low prior score…

|  |  |
| --- | --- |
| AutomationBench tests whether agents can complete multistep business workflows across applications. GPT ‑ 6 Astra reaches a new high among the reported results, completing 41.4% of tasks, compared with 31.4% for Claude Fable 5.1 and 26.9% for Claude Opus 5. | ARC-AGI-3 tests how well agents learn as they solve unfamiliar interactive tasks. GPT ‑ 6 Astra saturates the eval, scoring 99.9%. The average human tester scored 48%. GPT ‑ 6 Astra was measured with our responses API harness ⁠ , which better reflects real-world performance than the original benchmark harness, which discards past reasoning and past messages. With this harness, we estimate Sol would score in the ballpark of ~30%. |

- ChatGPT for Healthcare unveils new integrations with Epic, public health data sources. OpenAI is expanding ChatGPT's healthcare capabilities with new integrations that connect it more directly with clinical workflows and public healthcare sources. Source: [Fierce HC](https://www.fiercehealthcare.com/ai-and-machine-learning/chatgpt-healthcare-unveils-new-integrations-epic-ehr-public-health-data)
- AI company scores world’s 1st approval for breast triage tool that skips radiologist review: An artificial intelligence company believes it’s the first in the world to receive regulatory approval for a breast triage tool that bypasses radiologist review for certain mammograms. Source: [Radiology Business](https://radiologybusiness.com/topics/artificial-intelligence/ai-company-scores-worlds-1st-approval-breast-triage-tool-skips-radiologist-review) HD View: Interesting development. What could this potentially mean over the medium-term for viewer software…
- Imaging artificial intelligence vendor Elucid raises $55M: the “oversubscribed” Series D funding round, which included new participation from an unnamed, publicly traded large medical technology firm. To date, Elucid has now raised over $185 million, with the latest contributions expected to fuel expansion of its clinical platform. Source: [Radiology Business](https://radiologybusiness.com/topics/artificial-intelligence/imaging-artificial-intelligence-vendor-elucid-raises-55m) HD View: Pro Medicus (ASX:PME) previously made a $5 million strategic investment into Boston-based Elucid to expand its AI capabilities for cardiac computed tomography (CT) imaging.
- 4DMedical (ASX:4DX) support the Pulmonary Nodule Masterclass 2026, hosted by Macquarie University Health and ELUCiD. Source: [LinkedIn](https://www.linkedin.com/posts/4dmedical_pulmonarynodules-lungcancer-respiratorymedicine-activity-7501481214428512256-Bkd6) HD View: ELUCiD just raised another $55m in a Serie D funding round (see above).

![](https://homodeus.one/api/email/assets/92ae34d6-1b24-4ff8-a4bb-4d1c358cf676)

- Echo IQ (ASX:EIQ) smashed over FDA rejection Echo IQ’s flagship EchoSolv tool has failed to get the FDA greenlight for detecting heart failure. That’s despite the ASX-listed player, which is capitalised at $948 million, in 2024 securing regulatory clearance to use the software for scanning for heart disease via aortic stenosis. Source: [AFR](https://www.afr.com/street-talk/medical-ai-firm-stumbles-over-tga-hurdle-fails-to-get-approval-20260907-p60v4m) HD View: 4DMedical (ASX:4DX) CT:VQ already has FDA approval, so not exposed to similar risk.
- Tesla starts offering rides in cars with no steering wheels. Tesla said on Thursday (Friday AEST) that it had begun offering paid rides in a car that has no steering wheel and is designed to transport passengers with no direct human intervention. Source: [AFR](https://www.afr.com/technology/tesla-starts-offering-rides-in-cars-with-no-steering-wheels-20260904-p60uh8) | [Youtube](https://youtu.be/grdt05okn3Q)

[![](https://homodeus.one/api/email/assets/34cc2119-44ab-41c5-8e2e-51b4586983a3)](https://youtu.be/grdt05okn3Q)

**CALENDAR**

| Date \| Time | Time | Event | Company | Details |
| --- | --- | --- | --- | --- |
| 10th September 2026 | 10:30 AEST | Clarity Pharmaceuticals | ASX:CU6 | Link |

**COMPS TABLE**

![](https://homodeus.one/api/email/assets/5f6cbbf4-2347-4e1c-b133-d410da020944)

**Wei Sim (founder) – **[Book a meeting with me](https://calendar.app.google/TQU7cNMVzPXm35c29)
[+61 428 536 756](tel:+61428536756)
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