ASSEMBLY-WP-0018-T02: ecological classes grounded (control variables, IEA compute load e2 0.0015, copper reserves); physical load on rival capacity; sinks breach disappears; BR-011 conflict sharpened

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

Assistant: claude-code
Assistant-Model: opus
Assistant-Process: 14913@bnt-lap001
Assistant-Session: add7ef69-b901-4756-9a67-34cf1125d96f
This commit is contained in:
tegwick 2026-10-14 01:55:19 +02:00
parent bab551a509
commit b62111ee3e
8 changed files with 182 additions and 99 deletions

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@ -294,3 +294,65 @@ output. It points to non-AI factors that GADM lacks: industrial structure,
the energy mix of material processing, offshoring. With the task-data
φ_r, the decoupling reading holds. The EU fit remains the warning case, if
future AI use shifts toward automating physical production.
## 7. Grounding of the ecological classes (ASSEMBLY-WP-0018-T02)
### 7.1 Values
- **Starting levels.** Each boundary is placed in its zone of increasing
risk, with the boundary at 0.4 and the high-risk line at 0:
| Boundary | Value now | Boundary / high-risk line | Level |
|---|---|---|---|
| Climate (CO₂) | 423 ppm | 350 / 450 | 0.11 |
| Forest cover | 60 % | 75 / 54 % | 0.12 |
| Biosphere (HANPP) | 30 % | 10 / 20 % | 0 |
| Ocean aragonite saturation | 81 % of preindustrial | 80 % | ≈ 0.38 |
| Ozone, aerosols | safe | | ≈ 0.6 |
Freshwater, nitrogen, phosphorus and novel entities have no values here;
they are taken as deep in the zone. That gives **renewables 0.12 and sinks
0.30**, close to the priors (0.15, 0.33). Secondary sources: the Planetary
Health Check PDF is not machine-readable.
- **Compute load.** Data centers used 415 TWh in 2024, about 1.5 % of world
electricity, and about 945 TWh are projected for 2030 (IEA *Energy and AI*).
GADM-0.2's `e2` = 0.03 gave compute 8–17 % of the ecological draw. The
grounded **e2 = 0.0015** gives about 1 % at the calibrated present.
- **Physical load (structural fix).** The physical load now follows *rival
capacity*, 1 − (1 − K_phys)(1 − φ_r K_Ω), so organisms that automate
physical production draw on the classes like physical capital. Before, only
K_phys did, and the overstated compute term had hidden that gap.
- **Materials.** Copper reserves rose from 680 Mt (2013) to 880–980 Mt (2025)
while about 22 Mt were mined each year. Reserve additions outpace use, which
supports replenishment at rest.
### 7.2 What changes
| Reading | Before grounding | After |
|---|---|---|
| class most hit by organism growth (§ 2) | sinks > renewables > materials | none: direct draw about 0 (compute small, rival automation small at φ_r 0.15) |
| generative regime's sinks breach (§ 2) | t 29–83 | none within 100 years; with strict material depletion, materials bind at about t 33 |
| decoupled decades with demand split, generative B2 / B3 / B4 (§ 4) | 0.69 / 0.71 / 0.25 | 0.78 / 0.69 / 0.38 |
| φ_r fitted to dematerialization, EU / DE (§ 5) | 0.66 / 0.16 | **0.79 / 0.57** |
| decoupled decades at the DE fit | 0.55 / 0.72 / 0.24 (φ_r 0.15) | 0.15 / 0.45 / 0.19 (φ_r 0.57) |
### 7.3 Readings
1. **The ecological case against the generative regime rested on an
overstated compute draw.** With grounded compute energy, the regime
breaches no class floor within the horizon when materials are replenished.
The T02 grounding test (organism growth binds energy and sinks before
materials) is moot: the direct draw is about 1 % of the total.
2. **Renewables are already below their floor in every scenario.** This does
not depend on organisms.
3. **The conflict in BR-011 sharpens.** Task data give φ_r ≤ 0.25. Both
dematerialization series now give 0.57–0.79. At the task-data value the
model dematerializes far faster than observed (EU −4.6 % per year, against
−1.85 % observed). Two explanations remain open:
- the model lacks something that keeps output coupled to materials, for
example rebound effects or the physical footprint of digital services;
- the 2010–2024 data reflect pre-AI structural factors, not an AI-era
parameter.
Decoupling holds at the task-data φ_r and becomes partial or disappears at
the dematerialization fits.

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@ -23,4 +23,4 @@ that part of the band.
| BR-008 | 2026-10-13 (WP-0011-T05) | Which levers bound domination (BR-007 follow-up) | closed model: host rights levers → coupled model: only host access rules on foreign operators and the home's levers reach the foreign-run channels | measured channels (Pd, Pmem, Plin, Pi) are operated from the US for EU and AR hosts | **structural, implemented:** cross-border coupling (`world.py`); observed DMA effect on search ≈ 0 (at most a 0.006/yr) | update 2026-10-13 (WP-0016-T01): a host lineage access rule does reach imported-lineage concentration (EU Plin 0.91 → 0.19 at a 0.15); portability needs the domestic lineage market's concentration (CB3) |
| BR-009 | 2026-10-13 (WP-0012) | Sentiment dynamics of the legitimacy loop | Σ relaxes toward 0.5 + gain × Δ(perceived benefit), so from the measured US Σ 0.285 it rises → measured US sentiment fell 2021–2026 (0.405 → 0.285) while adoption grew fast | the neutral reference 0.5 is an assumption; US adoption also shows no braking by low sentiment (all loop-on candidates fail the US match) | **resolved 2026-10-13 (WP-0017-T01):** parameter `sig_ref`; calibrated runs anchor Σ at its measured level, and adoption and legislation respond to changes relative to it. Default (None = 0.5) keeps earlier results. R1–R4 and H1/H2 verdicts unchanged; the matching loop weights become ≈ 0.5 | resolved; `sig_adopt` not yet identified |
| BR-010 | 2026-10-13 (WP-0007-T01) | Non-rival growth decouples welfare from throughput (core hypothesis, GADM-0.1 § 14) | output split rival / non-rival (GADM-0.5-dev): no genuine decoupling in any anchor; the generative regime's ecological cost unchanged | GADM has no demand composition: non-rival output adds to, but never replaces, rival consumption | **resolved 2026-10-13 (WP-0007-T04):** two-good demand split; the generative regime decouples in 45–71 % of decades at B2–B3, and its sinks breach moves 15–50 years later; band-dependent (none at B1) | resolved; calibration to observed dematerialization open (WP-0018) |
| BR-011 | 2026-10-13 (WP-0018-T01) | Genuine decoupling in the generative regime (BR-010 resolution) | holds for φ_r ≤ 0.2 (task-data prior; DE dematerialization fit 0.15) → disappears at φ_r 0.66 (EU dematerialization fit) | the reading depends on the rival share of organism output, which the 2010–2024 data constrain only weakly (pre-generative-AI) | none structural; empirical: watch L4 task shares and E5 material intensity after 2024. Update (WP-0018-T03): task data give φ_r 0.05–0.25, so the EU fit points to non-AI factors; the reading holds at the task-data φ_r | open, leaning toward 'holds' |
| BR-011 | 2026-10-13 (WP-0018-T01) | Genuine decoupling in the generative regime (BR-010 resolution) | holds for φ_r ≤ 0.2 (task-data prior; DE dematerialization fit 0.15) → disappears at φ_r 0.66 (EU dematerialization fit) | the reading depends on the rival share of organism output, which the 2010–2024 data constrain only weakly (pre-generative-AI) | none structural; empirical: watch L4 task shares and E5 material intensity after 2024. Update (WP-0018-T03): task data give φ_r 0.05–0.25. Update (WP-0018-T02, compute load grounded, physical load on rival capacity): dematerialization fits rise to EU 0.79 / DE 0.57, so decoupling is partial or absent at the fits and holds only at the task-data φ_r. Candidate missing structure: material rebound, physical footprint of digital services | open, conflict sharpened |

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@ -28,7 +28,12 @@ import gadm04 as g4
MODEL_VERSION = "GADM-0.5-dev"
STOCKS = g4.STOCKS
INIT = g4.INIT
PARAMS = {**g4.PARAMS, "phi_r": 0.15, "xn": 0.6}
PARAMS = {**g4.PARAMS, "phi_r": 0.15, "xn": 0.6,
# WP-0018-T02: compute's ecological draw. Data centers used 415 TWh in 2024, about 1.5 % of
# global electricity (IEA Energy and AI, 2025), well under 1 % of energy use and emissions.
# GADM-0.2's e2 = 0.03 gives compute 8-17 % of the draw; e2 = 0.0015 gives about 1 % at the
# calibrated present (K_Omega 0.12).
"e2": 0.0015}
def simulate(params: dict | None = None, init: dict | None = None, **kw) -> list[dict]:
@ -60,7 +65,14 @@ def throughput(row: dict, p: dict | None = None) -> float:
# regenerate; recycling (circ, circular material use rate) slows depletion.
ECO = ("Er", "Ed", "Es")
STOCKS_ECO = g4.STOCKS + ECO
ECO_PARAMS = {"eco": 0.0, "Er0": 0.15, "Ed0": 0.45, "Es0": 0.33,
# WP-0018-T02 grounding of starting levels (position in the zone of increasing risk, boundary = 0.4,
# high-risk line = 0): CO2 423 ppm (350 / 450) 0.11; forest cover 60 % (75 / 54 %) 0.12; HANPP 30 %
# (10 / 20 %) 0; ocean aragonite 81 % of preindustrial (boundary 80 %) about 0.38; ozone, aerosols safe
# about 0.6. Freshwater, nitrogen, phosphorus and novel entities without values: deep in the zone.
# Renewables (land, biosphere, freshwater) about 0.12; sinks about 0.30. Materials replenishment:
# copper reserves 680 Mt (2013) -> 880-980 Mt (2025) with about 22 Mt/year mined, so additions
# outpace use ("rest" is supported).
ECO_PARAMS = {"eco": 0.0, "Er0": 0.12, "Ed0": 0.45, "Es0": 0.30,
"share_k": (0.4, 0.3, 0.3), "share_o": (0.3, 0.2, 0.5),
"lowc": 0.40, "circ": 0.12, "rr": None, "rs": None, "rm": 0.0, "eco_floor": 0.20}
# rm: material replenishment (reserve growth through discovery, substitution and recycling technology).
@ -72,7 +84,11 @@ def eco_E(s: dict) -> float:
def _loads(s: dict, a: dict, p: dict) -> tuple[float, float]:
return s["Kp"] * a["dem"] * p["thr"], s["Ko"]
"""(physical load, compute load). WP-0018-T02: the physical load follows *rival capacity*
1 - (1 - K_phys)(1 - phi_r K_Omega), so organisms that automate physical production draw on the
classes like physical capital (before, only K_phys did; the overstated compute term hid that)."""
k_r = 1 - (1 - s["Kp"]) * (1 - p.get("phi_r", 1.0) * s["Ko"])
return k_r * a["dem"] * p["thr"], s["Ko"]
def _draws(s: dict, a: dict, p: dict, q: dict) -> tuple[float, float, float]:

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@ -7,38 +7,38 @@ years 0–10 (observed EU dematerialization ≈ −1.6 %/year).
| Scenario | Anchor | Case | VFAC t100 | rival demand share Cr t100 | intensity trend | decoupled windows | sinks breach | Es t100 |
|---|---|---|---|---|---|---|---|---|
| Baseline (current trends) | B1 | no demand split | 0.397 | 1.00 | +0.0 % | 0.00 | — | 0.31 |
| Baseline (current trends) | B1 | split (λ 0.05, ε 2) | 0.402 | 0.91 | +0.0 % | 0.00 | — | 0.33 |
| Baseline (current trends) | B1 | split, strong (λ 0.1, ε 4) | 0.411 | 0.81 | +0.0 % | 0.46 | — | 0.36 |
| Baseline (current trends) | B2 | no demand split | 0.343 | 1.00 | -0.1 % | 0.00 | — | 0.33 |
| Baseline (current trends) | B2 | split (λ 0.05, ε 2) | 0.353 | 0.67 | -0.1 % | 0.00 | — | 0.36 |
| Baseline (current trends) | B2 | split, strong (λ 0.1, ε 4) | 0.374 | 0.05 | -0.1 % | 0.00 | — | 0.41 |
| Baseline (current trends) | B3 | no demand split | 0.331 | 1.00 | -0.2 % | 0.18 | — | 0.27 |
| Baseline (current trends) | B3 | split (λ 0.05, ε 2) | 0.344 | 0.45 | -0.3 % | 0.26 | — | 0.31 |
| Baseline (current trends) | B3 | split, strong (λ 0.1, ε 4) | 0.354 | 0.05 | -0.3 % | 0.08 | — | 0.33 |
| Baseline (current trends) | B4 | no demand split | 0.303 | 1.00 | -0.3 % | 0.41 | — | 0.21 |
| Baseline (current trends) | B4 | split (λ 0.05, ε 2) | 0.313 | 0.29 | -0.3 % | 0.46 | — | 0.23 |
| Baseline (current trends) | B4 | split, strong (λ 0.1, ε 4) | 0.318 | 0.05 | -0.4 % | 0.14 | — | 0.24 |
| Generative regime | B1 | no demand split | 0.608 | 1.00 | +0.0 % | 0.00 | t 83 | 0.19 |
| Generative regime | B1 | split (λ 0.05, ε 2) | 0.614 | 0.88 | +0.0 % | 0.00 | — | 0.21 |
| Generative regime | B1 | split, strong (λ 0.1, ε 4) | 0.625 | 0.72 | +0.0 % | 0.21 | — | 0.24 |
| Generative regime | B2 | no demand split | 0.585 | 1.00 | -0.1 % | 0.00 | t 49 | 0.17 |
| Generative regime | B2 | split (λ 0.05, ε 2) | 0.602 | 0.67 | -0.1 % | 0.69 | — | 0.20 |
| Generative regime | B2 | split, strong (λ 0.1, ε 4) | 0.645 | 0.05 | -0.1 % | 0.90 | — | 0.30 |
| Generative regime | B3 | no demand split | 0.567 | 1.00 | -0.3 % | 0.00 | t 37 | 0.15 |
| Generative regime | B3 | split (λ 0.05, ε 2) | 0.591 | 0.47 | -0.3 % | 0.71 | t 70 | 0.20 |
| Generative regime | B3 | split, strong (λ 0.1, ε 4) | 0.618 | 0.05 | -0.4 % | 0.73 | — | 0.25 |
| Generative regime | B4 | no demand split | 0.513 | 1.00 | -0.4 % | 0.00 | t 29 | 0.14 |
| Generative regime | B4 | split (λ 0.05, ε 2) | 0.541 | 0.21 | -0.4 % | 0.25 | t 42 | 0.19 |
| Generative regime | B4 | split, strong (λ 0.1, ε 4) | 0.551 | 0.05 | -0.5 % | 0.34 | — | 0.21 |
| Baseline (current trends) | B1 | no demand split | 0.394 | 1.00 | -0.1 % | 0.05 | — | 0.30 |
| Baseline (current trends) | B1 | split (λ 0.05, ε 2) | 0.400 | 0.91 | -0.1 % | 0.30 | — | 0.32 |
| Baseline (current trends) | B1 | split, strong (λ 0.1, ε 4) | 0.410 | 0.81 | -0.1 % | 0.52 | — | 0.35 |
| Baseline (current trends) | B2 | no demand split | 0.344 | 1.00 | -0.6 % | 0.04 | — | 0.36 |
| Baseline (current trends) | B2 | split (λ 0.05, ε 2) | 0.355 | 0.68 | -0.6 % | 0.04 | — | 0.41 |
| Baseline (current trends) | B2 | split, strong (λ 0.1, ε 4) | 0.378 | 0.06 | -0.6 % | 0.04 | — | 0.49 |
| Baseline (current trends) | B3 | no demand split | 0.338 | 1.00 | -1.4 % | 0.20 | — | 0.37 |
| Baseline (current trends) | B3 | split (λ 0.05, ε 2) | 0.353 | 0.47 | -1.4 % | 0.28 | — | 0.44 |
| Baseline (current trends) | B3 | split, strong (λ 0.1, ε 4) | 0.367 | 0.05 | -1.5 % | 0.30 | — | 0.51 |
| Baseline (current trends) | B4 | no demand split | 0.316 | 1.00 | -1.8 % | 0.42 | — | 0.37 |
| Baseline (current trends) | B4 | split (λ 0.05, ε 2) | 0.331 | 0.33 | -1.8 % | 0.46 | — | 0.45 |
| Baseline (current trends) | B4 | split, strong (λ 0.1, ε 4) | 0.339 | 0.05 | -1.9 % | 0.47 | — | 0.50 |
| Generative regime | B1 | no demand split | 0.608 | 1.00 | -0.1 % | 0.00 | — | 0.21 |
| Generative regime | B1 | split (λ 0.05, ε 2) | 0.615 | 0.89 | -0.1 % | 0.00 | — | 0.23 |
| Generative regime | B1 | split, strong (λ 0.1, ε 4) | 0.627 | 0.73 | -0.1 % | 0.61 | — | 0.26 |
| Generative regime | B2 | no demand split | 0.593 | 1.00 | -0.6 % | 0.00 | — | 0.21 |
| Generative regime | B2 | split (λ 0.05, ε 2) | 0.613 | 0.70 | -0.6 % | 0.78 | — | 0.27 |
| Generative regime | B2 | split, strong (λ 0.1, ε 4) | 0.672 | 0.05 | -0.7 % | 0.99 | — | 0.50 |
| Generative regime | B3 | no demand split | 0.579 | 1.00 | -1.5 % | 0.00 | — | 0.22 |
| Generative regime | B3 | split (λ 0.05, ε 2) | 0.609 | 0.55 | -1.5 % | 0.69 | — | 0.32 |
| Generative regime | B3 | split, strong (λ 0.1, ε 4) | 0.656 | 0.05 | -1.6 % | 0.78 | — | 0.51 |
| Generative regime | B4 | no demand split | 0.529 | 1.00 | -1.9 % | 0.00 | — | 0.23 |
| Generative regime | B4 | split (λ 0.05, ε 2) | 0.566 | 0.34 | -2.0 % | 0.38 | — | 0.37 |
| Generative regime | B4 | split, strong (λ 0.1, ε 4) | 0.593 | 0.05 | -2.1 % | 0.40 | — | 0.50 |
## Readings and robustness class
| Reading | B1 | B2 | B3 | B4 | class |
|---|---|---|---|---|---|
| decoupled windows, split − none: Baseline (current trends) | +0.000 | +0.000 | +0.080 | +0.050 | QUALITATIVE BREAK |
| ΔVFAC split − none: Baseline (current trends) | +0.006 | +0.010 | +0.012 | +0.010 | quantitative shift |
| ΔEs t100 split − none: Baseline (current trends) | +0.016 | +0.032 | +0.032 | +0.022 | quantitative shift |
| decoupled windows, split − none: Generative regime | +0.000 | +0.690 | +0.710 | +0.250 | QUALITATIVE BREAK |
| ΔVFAC split − none: Generative regime | +0.006 | +0.017 | +0.025 | +0.028 | quantitative shift |
| ΔEs t100 split − none: Generative regime | +0.016 | +0.036 | +0.047 | +0.051 | quantitative shift |
| decoupled windows, split − none: Baseline (current trends) | +0.250 | +0.000 | +0.080 | +0.040 | QUALITATIVE BREAK |
| ΔVFAC split − none: Baseline (current trends) | +0.006 | +0.011 | +0.014 | +0.014 | quantitative shift |
| ΔEs t100 split − none: Baseline (current trends) | +0.018 | +0.045 | +0.066 | +0.079 | quantitative shift |
| decoupled windows, split − none: Generative regime | +0.000 | +0.780 | +0.690 | +0.380 | QUALITATIVE BREAK |
| ΔVFAC split − none: Generative regime | +0.007 | +0.020 | +0.030 | +0.037 | quantitative shift |
| ΔEs t100 split − none: Generative regime | +0.021 | +0.061 | +0.099 | +0.141 | quantitative shift |

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@ -10,30 +10,30 @@ start (Calibration v0.5) with ecological classes. Total throughput per output is
| Jurisdiction | observed | model, no split (φ 0.2) | model, split ε 2 (φ 0.2) | φ_r reproducing the observation (split ε 2) |
|---|---|---|---|---|
| EU | -1.85 %/y | -2.43 %/y | -2.91 %/y | 0.66 |
| DE | -2.73 %/y | -2.23 %/y | -2.66 %/y | 0.16 |
| EU | -1.85 %/y | -4.55 %/y | -5.24 %/y | 0.79 |
| DE | -2.73 %/y | -3.98 %/y | -4.59 %/y | 0.57 |
## T04 readings at the prior and at the EU-fitted φ_r (generative regime, material replenishment at rest)
| φ_r | Anchor | decoupled decades no split → split | sinks breach no split → split | VFAC no split → split |
|---|---|---|---|---|
| 0.2 | B1 | 0.00 → 0.00 | t 83 → none | 0.608 → 0.614 |
| 0.2 | B2 | 0.00 → 0.55 | t 49 → none | 0.585 → 0.601 |
| 0.2 | B3 | 0.00 → 0.70 | t 37 → t 62 | 0.567 → 0.589 |
| 0.2 | B4 | 0.00 → 0.24 | t 29 → t 40 | 0.512 → 0.538 |
| 0.16 | B1 | 0.00 → 0.00 | t 83 → none | 0.608 → 0.614 |
| 0.16 | B2 | 0.00 → 0.65 | t 49 → none | 0.585 → 0.602 |
| 0.16 | B3 | 0.00 → 0.71 | t 37 → t 68 | 0.567 → 0.591 |
| 0.16 | B4 | 0.00 → 0.25 | t 29 → t 42 | 0.512 → 0.540 |
| 0.66 | B1 | 0.00 → 0.00 | t 83 → t 100 | 0.607 → 0.609 |
| 0.66 | B2 | 0.00 → 0.00 | t 49 → t 58 | 0.583 → 0.589 |
| 0.66 | B3 | 0.00 → 0.00 | t 37 → t 43 | 0.564 → 0.572 |
| 0.66 | B4 | 0.00 → 0.02 | t 29 → t 33 | 0.509 → 0.518 |
| 0.2 | B1 | 0.00 → 0.00 | none → none | 0.607 → 0.614 |
| 0.2 | B2 | 0.00 → 0.77 | none → none | 0.592 → 0.611 |
| 0.2 | B3 | 0.00 → 0.68 | none → none | 0.579 → 0.606 |
| 0.2 | B4 | 0.00 → 0.36 | none → none | 0.528 → 0.562 |
| 0.57 | B1 | 0.00 → 0.00 | none → none | 0.606 → 0.609 |
| 0.57 | B2 | 0.00 → 0.15 | none → none | 0.589 → 0.597 |
| 0.57 | B3 | 0.00 → 0.45 | none → none | 0.573 → 0.586 |
| 0.57 | B4 | 0.00 → 0.19 | none → none | 0.520 → 0.537 |
| 0.79 | B1 | 0.00 → 0.00 | none → none | 0.605 → 0.606 |
| 0.79 | B2 | 0.00 → 0.00 | none → none | 0.586 → 0.590 |
| 0.79 | B3 | 0.00 → 0.02 | none → none | 0.570 → 0.576 |
| 0.79 | B4 | 0.00 → 0.02 | none → none | 0.515 → 0.523 |
## Readings and robustness class
| Reading | B1 | B2 | B3 | B4 | class |
|---|---|---|---|---|---|
| decoupled decades with split, φ_r 0.16 | +0.00 | +0.65 | +0.71 | +0.25 | QUALITATIVE BREAK |
| decoupled decades with split, φ_r 0.2 | +0.00 | +0.55 | +0.70 | +0.24 | QUALITATIVE BREAK |
| decoupled decades with split, φ_r 0.66 | +0.00 | +0.00 | +0.00 | +0.02 | QUALITATIVE BREAK |
| decoupled decades with split, φ_r 0.2 | +0.00 | +0.77 | +0.68 | +0.36 | QUALITATIVE BREAK |
| decoupled decades with split, φ_r 0.57 | +0.00 | +0.15 | +0.45 | +0.19 | QUALITATIVE BREAK |
| decoupled decades with split, φ_r 0.79 | +0.00 | +0.00 | +0.02 | +0.02 | QUALITATIVE BREAK |

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@ -8,35 +8,35 @@ below the floor. t = 100 levels.
| Scenario | Anchor | Er / Ed / Es t100 | renewables below floor | materials below floor | sinks below floor | lowest at t100 |
|---|---|---|---|---|---|---|
| Baseline (current trends) | B1 | 0.15 / 0.08 / 0.31 | below at start | t 46 | — | materials |
| Baseline (current trends) | B2 | 0.19 / 0.11 / 0.33 | below at start | t 45 | — | materials |
| Baseline (current trends) | B3 | 0.17 / 0.09 / 0.27 | below at start | t 43 | — | materials |
| Baseline (current trends) | B4 | 0.13 / 0.07 / 0.21 | below at start | t 37 | — | materials |
| Generative regime | B1 | 0.08 / 0.02 / 0.19 | below at start | t 30 | t 83 | materials |
| Generative regime | B2 | 0.08 / 0.01 / 0.17 | below at start | t 28 | t 49 | materials |
| Generative regime | B3 | 0.08 / 0.01 / 0.15 | below at start | t 26 | t 37 | materials |
| Generative regime | B4 | 0.08 / 0.01 / 0.14 | below at start | t 25 | t 29 | materials |
| Attention oligopoly | B1 | 0.24 / 0.16 / 0.42 | below at start | t 67 | — | materials |
| Attention oligopoly | B2 | 0.24 / 0.16 / 0.39 | below at start | t 64 | — | materials |
| Attention oligopoly | B3 | 0.20 / 0.13 / 0.31 | below at start | t 54 | — | materials |
| Attention oligopoly | B4 | 0.15 / 0.09 / 0.22 | below at start | t 42 | — | materials |
| Baseline (current trends) | B1 | 0.13 / 0.09 / 0.30 | below at start | t 50 | — | materials |
| Baseline (current trends) | B2 | 0.17 / 0.14 / 0.36 | below at start | t 59 | — | materials |
| Baseline (current trends) | B3 | 0.18 / 0.16 / 0.37 | below at start | t 70 | — | materials |
| Baseline (current trends) | B4 | 0.18 / 0.16 / 0.37 | below at start | t 75 | — | materials |
| Generative regime | B1 | 0.07 / 0.02 / 0.21 | below at start | t 33 | — | materials |
| Generative regime | B2 | 0.08 / 0.03 / 0.21 | below at start | t 33 | — | materials |
| Generative regime | B3 | 0.08 / 0.03 / 0.22 | below at start | t 34 | — | materials |
| Generative regime | B4 | 0.09 / 0.04 / 0.23 | below at start | t 35 | — | materials |
| Attention oligopoly | B1 | 0.20 / 0.18 / 0.40 | below at start | t 77 | — | materials |
| Attention oligopoly | B2 | 0.21 / 0.20 / 0.41 | below at start | t 97 | — | materials |
| Attention oligopoly | B3 | 0.21 / 0.20 / 0.41 | below at start | t 100 | — | materials |
| Attention oligopoly | B4 | 0.20 / 0.20 / 0.40 | below at start | t 97 | — | materials |
## Materials replenishment: at rest today
| Scenario | Anchor | Er / Ed / Es t100 | renewables below floor | materials below floor | sinks below floor | lowest at t100 |
|---|---|---|---|---|---|---|
| Baseline (current trends) | B1 | 0.15 / 0.46 / 0.31 | below at start | — | — | renewables |
| Baseline (current trends) | B2 | 0.19 / 0.53 / 0.33 | below at start | — | — | renewables |
| Baseline (current trends) | B3 | 0.17 / 0.49 / 0.27 | below at start | — | — | renewables |
| Baseline (current trends) | B4 | 0.13 / 0.44 / 0.21 | below at start | — | — | renewables |
| Generative regime | B1 | 0.08 / 0.30 / 0.19 | below at start | — | t 83 | renewables |
| Generative regime | B2 | 0.08 / 0.29 / 0.17 | below at start | — | t 49 | renewables |
| Generative regime | B3 | 0.08 / 0.28 / 0.15 | below at start | — | t 37 | renewables |
| Generative regime | B4 | 0.08 / 0.29 / 0.14 | below at start | — | t 29 | renewables |
| Attention oligopoly | B1 | 0.24 / 0.61 / 0.42 | below at start | — | — | renewables |
| Attention oligopoly | B2 | 0.24 / 0.60 / 0.39 | below at start | — | — | renewables |
| Attention oligopoly | B3 | 0.20 / 0.55 / 0.31 | below at start | — | — | renewables |
| Attention oligopoly | B4 | 0.15 / 0.47 / 0.22 | below at start | — | — | renewables |
| Baseline (current trends) | B1 | 0.13 / 0.47 / 0.30 | below at start | — | — | renewables |
| Baseline (current trends) | B2 | 0.17 / 0.57 / 0.36 | below at start | — | — | renewables |
| Baseline (current trends) | B3 | 0.18 / 0.58 / 0.37 | below at start | — | — | renewables |
| Baseline (current trends) | B4 | 0.18 / 0.58 / 0.37 | below at start | — | — | renewables |
| Generative regime | B1 | 0.07 / 0.32 / 0.21 | below at start | — | — | renewables |
| Generative regime | B2 | 0.08 / 0.33 / 0.21 | below at start | — | — | renewables |
| Generative regime | B3 | 0.08 / 0.34 / 0.22 | below at start | — | — | renewables |
| Generative regime | B4 | 0.09 / 0.37 / 0.23 | below at start | — | — | renewables |
| Attention oligopoly | B1 | 0.20 / 0.61 / 0.40 | below at start | — | — | renewables |
| Attention oligopoly | B2 | 0.21 / 0.64 / 0.41 | below at start | — | — | renewables |
| Attention oligopoly | B3 | 0.21 / 0.63 / 0.41 | below at start | — | — | renewables |
| Attention oligopoly | B4 | 0.20 / 0.62 / 0.40 | below at start | — | — | renewables |
## Organism growth: class draw attributable to adoption speed (baseline, B4 − B1)
@ -44,5 +44,5 @@ Relative change of each class between t 0 and t 50, B4 minus B1 (negative = orga
| Materials replenishment | renewables | materials | sinks | order (most hit first) |
|---|---|---|---|---|
| none | -0.032 | -0.018 | -0.036 | sinks > renewables > materials |
| at rest | -0.032 | -0.018 | -0.036 | sinks > renewables > materials |
| none | -0.000 | +0.000 | -0.001 | sinks > renewables > materials |
| at rest | -0.000 | +0.000 | -0.001 | sinks > renewables > materials |

View file

@ -6,34 +6,34 @@ Shock = {'Pd': 0.25, 'Pm': 0.15} added to the starting state. t = 100.
| Scenario | Anchor | VFAC fixed → endogenous | σ fixed → endogenous | capture t0 → t100 (fixed weights at t100) | max endogenous capture change/yr | shock VFAC loss fixed / endogenous |
|---|---|---|---|---|---|---|
| Baseline (current trends) | B1 | 0.433 → 0.434 | 0.428 → 0.433 | 0.42 → 0.44 (0.43) | 0.0019 | -0.005 / -0.005 |
| Baseline (current trends) | B2 | 0.378 → 0.378 | 0.372 → 0.389 | 0.42 → 0.54 (0.45) | 0.0019 | -0.001 / -0.001 |
| Baseline (current trends) | B3 | 0.368 → 0.367 | 0.333 → 0.342 | 0.42 → 0.58 (0.48) | 0.0021 | -0.000 / -0.000 |
| Baseline (current trends) | B4 | 0.340 → 0.340 | 0.292 → 0.294 | 0.42 → 0.63 (0.53) | 0.0024 | +0.000 / +0.000 |
| Attention oligopoly | B1 | 0.348 → 0.348 | 0.360 → 0.379 | 0.42 → 0.53 (0.42) | 0.0017 | +0.001 / +0.000 |
| Attention oligopoly | B2 | 0.320 → 0.320 | 0.314 → 0.324 | 0.42 → 0.56 (0.44) | 0.0019 | -0.000 / -0.000 |
| Attention oligopoly | B3 | 0.314 → 0.314 | 0.268 → 0.262 | 0.42 → 0.60 (0.48) | 0.0025 | -0.000 / -0.000 |
| Attention oligopoly | B4 | 0.290 → 0.290 | 0.216 → 0.201 | 0.42 → 0.65 (0.53) | 0.0033 | +0.000 / -0.000 |
| Generative regime, concentrated lineages | B1 | 0.529 → 0.530 | 0.530 → 0.465 | 0.42 → 0.17 (0.44) | 0.0041 | -0.001 / -0.000 |
| Generative regime, concentrated lineages | B2 | 0.477 → 0.478 | 0.479 → 0.474 | 0.42 → 0.38 (0.47) | 0.0036 | -0.004 / -0.003 |
| Generative regime, concentrated lineages | B3 | 0.431 → 0.431 | 0.441 → 0.454 | 0.42 → 0.47 (0.51) | 0.0031 | -0.000 / -0.000 |
| Generative regime, concentrated lineages | B4 | 0.396 → 0.396 | 0.416 → 0.424 | 0.42 → 0.51 (0.55) | 0.0027 | -0.000 / +0.000 |
| Generative regime | B1 | 0.687 → 0.686 | 0.661 → 0.691 | 0.42 → 0.23 (0.47) | 0.0044 | -0.000 / -0.000 |
| Generative regime | B2 | 0.663 → 0.662 | 0.613 → 0.653 | 0.42 → 0.29 (0.50) | 0.0043 | -0.000 / -0.001 |
| Generative regime | B3 | 0.644 → 0.642 | 0.581 → 0.619 | 0.42 → 0.34 (0.53) | 0.0040 | -0.000 / -0.001 |
| Generative regime | B4 | 0.582 → 0.581 | 0.507 → 0.522 | 0.42 → 0.39 (0.55) | 0.0038 | -0.000 / -0.000 |
| Baseline (current trends) | B1 | 0.435 → 0.435 | 0.428 → 0.433 | 0.42 → 0.44 (0.43) | 0.0019 | -0.005 / -0.005 |
| Baseline (current trends) | B2 | 0.382 → 0.382 | 0.372 → 0.389 | 0.42 → 0.54 (0.45) | 0.0019 | -0.001 / -0.001 |
| Baseline (current trends) | B3 | 0.375 → 0.375 | 0.333 → 0.342 | 0.42 → 0.58 (0.48) | 0.0021 | -0.000 / -0.000 |
| Baseline (current trends) | B4 | 0.351 → 0.351 | 0.292 → 0.294 | 0.42 → 0.63 (0.53) | 0.0024 | +0.000 / +0.000 |
| Attention oligopoly | B1 | 0.349 → 0.349 | 0.360 → 0.379 | 0.42 → 0.53 (0.42) | 0.0017 | +0.001 / +0.000 |
| Attention oligopoly | B2 | 0.323 → 0.323 | 0.314 → 0.324 | 0.42 → 0.56 (0.44) | 0.0019 | -0.000 / -0.000 |
| Attention oligopoly | B3 | 0.320 → 0.320 | 0.268 → 0.262 | 0.42 → 0.60 (0.48) | 0.0025 | -0.000 / -0.000 |
| Attention oligopoly | B4 | 0.300 → 0.300 | 0.216 → 0.201 | 0.42 → 0.65 (0.53) | 0.0033 | +0.000 / -0.000 |
| Generative regime, concentrated lineages | B1 | 0.532 → 0.532 | 0.530 → 0.465 | 0.42 → 0.18 (0.44) | 0.0041 | -0.001 / -0.000 |
| Generative regime, concentrated lineages | B2 | 0.483 → 0.483 | 0.479 → 0.474 | 0.42 → 0.38 (0.47) | 0.0036 | -0.003 / -0.003 |
| Generative regime, concentrated lineages | B3 | 0.441 → 0.441 | 0.441 → 0.454 | 0.42 → 0.47 (0.51) | 0.0031 | -0.000 / -0.000 |
| Generative regime, concentrated lineages | B4 | 0.410 → 0.410 | 0.416 → 0.424 | 0.42 → 0.51 (0.55) | 0.0027 | +0.000 / +0.000 |
| Generative regime | B1 | 0.694 → 0.693 | 0.661 → 0.691 | 0.42 → 0.23 (0.47) | 0.0044 | -0.000 / -0.000 |
| Generative regime | B2 | 0.675 → 0.674 | 0.613 → 0.653 | 0.42 → 0.29 (0.50) | 0.0043 | -0.000 / -0.001 |
| Generative regime | B3 | 0.659 → 0.657 | 0.580 → 0.618 | 0.42 → 0.34 (0.53) | 0.0040 | -0.000 / -0.001 |
| Generative regime | B4 | 0.599 → 0.599 | 0.506 → 0.521 | 0.42 → 0.39 (0.55) | 0.0038 | -0.000 / -0.000 |
## Readings and robustness class
| Reading | B1 | B2 | B3 | B4 | class |
|---|---|---|---|---|---|
| endogenous capture at t100 (endogenous − fixed weights): Baseline (current trends) | +0.010 | +0.097 | +0.100 | +0.099 | quantitative shift |
| endogenous capture at t100 (endogenous − fixed weights): Baseline (current trends) | +0.011 | +0.097 | +0.100 | +0.099 | quantitative shift |
| ΔVFAC endogenous − fixed: Baseline (current trends) | +0.000 | -0.000 | -0.000 | -0.000 | QUALITATIVE BREAK |
| endogenous capture at t100 (endogenous − fixed weights): Attention oligopoly | +0.108 | +0.122 | +0.126 | +0.128 | robust |
| ΔVFAC endogenous − fixed: Attention oligopoly | +0.000 | +0.000 | +0.000 | +0.001 | quantitative shift |
| endogenous capture at t100 (endogenous − fixed weights): Generative regime, concentrated lineages | -0.265 | -0.095 | -0.033 | -0.039 | quantitative shift |
| ΔVFAC endogenous − fixed: Generative regime, concentrated lineages | +0.001 | +0.001 | -0.000 | -0.000 | QUALITATIVE BREAK |
| endogenous capture at t100 (endogenous − fixed weights): Generative regime | -0.240 | -0.212 | -0.191 | -0.164 | robust |
| endogenous capture at t100 (endogenous − fixed weights): Generative regime, concentrated lineages | -0.263 | -0.091 | -0.032 | -0.039 | quantitative shift |
| ΔVFAC endogenous − fixed: Generative regime, concentrated lineages | +0.001 | +0.000 | -0.000 | -0.000 | QUALITATIVE BREAK |
| endogenous capture at t100 (endogenous − fixed weights): Generative regime | -0.239 | -0.210 | -0.188 | -0.161 | robust |
| ΔVFAC endogenous − fixed: Generative regime | -0.001 | -0.002 | -0.002 | -0.001 | quantitative shift |
| shock loss difference (endogenous − fixed), generative regime | -0.000 | -0.000 | -0.000 | -0.000 | quantitative shift |

View file

@ -49,12 +49,17 @@ decoupling and sinks-breach readings survive?
```task
id: ASSEMBLY-WP-0018-T02
status: progress
status: done
priority: high
state_hub_task_id: "3691dd92-6ba0-51f2-8a95-6c569cbe1aab"
```
**Started 2026-10-13, interrupted (search limit):** one control variable so
**Done 2026-10-14:** starting levels from control variables (renewables
0.12, sinks 0.30), compute load grounded (IEA: e2 0.03 → 0.0015), physical load
on rival capacity (structural fix), material replenishment supported (copper
reserves). The generative regime's sinks breach disappears; the BR-011
conflict sharpens (fits EU 0.79 / DE 0.57 against task data ≤ 0.25).
`models/GADM-0.5.md` § 7. Earlier note: **Started 2026-10-13, interrupted (search limit):** one control variable so
far: atmospheric CO₂ 423 ppm, boundary 350, high-risk line 450 (PHC 2025, via
a secondary source). That puts the sink class 73 % into the zone of increasing
risk. Next: the full PHC 2025 table (PIK executive summary PDF) for all 13