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tegwick a13e5dde64 Calibration v0.7: AR market concentration measured (GFDD top-10 57-80 %), AR adoption growth narrowed (1.36-1.65) by OWID/Microsoft relative signal 
AR k 2.00 -> 2.18; 51/51 targets in range, 43 measured. Readings R1-R4,
cross-border, world and export verdicts unchanged. dematerialization.md
regenerated (was stale). ASSEMBLY-WP-0015-T06 stays wait for a firm-level
second AR point and a current S&P/BYMA constituent file.

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

Assistant: claude-code
Assistant-Model: opus
Assistant-Process: 193986@bnt-lap001
Assistant-Session: 585bfbea-320e-47b3-8c0e-bc1513a53307
2026-10-19 15:12:26 +02:00
..
results Calibration v0.7: AR market concentration measured (GFDD top-10 57-80 %), AR adoption growth narrowed (1.36-1.65) by OWID/Microsoft relative signal 2026-10-19 15:12:26 +02:00
agency.py ASSEMBLY-WP-0006-T05: agency per cohort; finish WP-0006; add WP-0008 2026-10-12 09:37:43 +02:00
band_probe.py ASSEMBLY-WP-0009-T01/T02: adoption band B1-B4 and probe across it 2026-10-12 10:58:47 +02:00
calibrate_data.py Close loose ends: WP-0018 finished (T04 capture link tested, T05 reference-model decision), WP-0016 finished (J4 from China data), WP-0014 blocked (owner declaration + grant v2 confirmed; waits on rein-aharness publisher and 2027), WP-0015 blocked (EU Pm measured, noise calibrated; AR data and Q4 2026 data pending); Calibration v0.6 2026-10-14 02:31:02 +02:00
calibrated_readings.py ASSEMBLY-WP-0013-T01–T05: calibration to measured data; calibrated readings (R2 revised, R4 new); BR-006/007; gsa.py --anchor 2026-10-13 16:16:05 +02:00
calibration_targets.json Calibration v0.7: AR market concentration measured (GFDD top-10 57-80 %), AR adoption growth narrowed (1.36-1.65) by OWID/Microsoft relative signal 2026-10-19 15:12:26 +02:00
cross_border.py Close loose ends: WP-0018 finished (T04 capture link tested, T05 reference-model decision), WP-0016 finished (J4 from China data), WP-0014 blocked (owner declaration + grant v2 confirmed; waits on rein-aharness publisher and 2027), WP-0015 blocked (EU Pm measured, noise calibrated; AR data and Q4 2026 data pending); Calibration v0.6 2026-10-14 02:31:02 +02:00
demand.py ASSEMBLY-WP-0007 finished: T04 two-good demand split (genuine decoupling in the generative regime, sinks breach postponed; BR-010 resolved); residuals to WP-0018 2026-10-13 23:17:36 +02:00
dematerialization.py ASSEMBLY-WP-0018-T01: dematerialization vs. Eurostat resource productivity; operator corrected; decoupling depends on phi_r (EU fit 0.66: none; DE 0.15: holds), BR-011; E5 wired 2026-10-13 23:26:24 +02:00
eco_classes.py ASSEMBLY-WP-0007-T02: ecological resource classes (renewables, materials, sinks); sinks bind the generative regime; grounding test passed; low-carbon lever 2026-10-13 23:11:25 +02:00
exports.py ASSEMBLY-WP-0016-T04: export channel (xport), H2 split (output yes from 4.5 % of GDP exports without the loop; VFAC no); CrossBorder § 7; CB6 indicator 2026-10-13 22:53:40 +02:00
gadm02.py Close loose ends: WP-0018 finished (T04 capture link tested, T05 reference-model decision), WP-0016 finished (J4 from China data), WP-0014 blocked (owner declaration + grant v2 confirmed; waits on rein-aharness publisher and 2027), WP-0015 blocked (EU Pm measured, noise calibrated; AR data and Q4 2026 data pending); Calibration v0.6 2026-10-14 02:31:02 +02:00
gadm03.py Close loose ends: WP-0018 finished (T04 capture link tested, T05 reference-model decision), WP-0016 finished (J4 from China data), WP-0014 blocked (owner declaration + grant v2 confirmed; waits on rein-aharness publisher and 2027), WP-0015 blocked (EU Pm measured, noise calibrated; AR data and Q4 2026 data pending); Calibration v0.6 2026-10-14 02:31:02 +02:00
gadm03c.py ASSEMBLY-WP-0005-T06: life-cycle cohorts; finish WP-0005; add WP-0006 2026-10-12 07:38:22 +02:00
gadm04.py ASSEMBLY-WP-0007 active, T01 done: GADM-0.5-dev rival/non-rival output (phi_r, xn); commons feed carries the non-rival effect, no genuine decoupling (BR-010) 2026-10-13 23:07:39 +02:00
gadm05.py 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 2026-10-14 01:55:19 +02:00
grounded_readings.py ASSEMBLY-WP-0008: empirical grounding of key GADM parameters 2026-10-12 09:45:19 +02:00
grounding.py ASSEMBLY-WP-0009-T01/T02: adoption band B1-B4 and probe across it 2026-10-12 10:58:47 +02:00
gsa.py WP-0015: L4/L7 collected, mapping update, 35/39 targets measured (Calibration v0.4), GSA around calibrated starts, first prediction observations; T06 waits for AR growth and EU/AR Pm 2026-10-13 19:15:58 +02:00
gsa_band.py ASSEMBLY-WP-0009-T05: GSA per band anchor (gsa_band.py, AdoptionBand § 5); close WP-0009 2026-10-13 17:14:23 +02:00
jurisdictions.py ASSEMBLY-WP-0009-T04: jurisdiction archetypes J1–J4 (perm lever, jurisdictions.py, AdoptionBand § 4, provisional EU/US/AR mapping) 2026-10-13 15:04:13 +02:00
legitimacy.py ASSEMBLY-WP-0009-T03: sentiment and legitimacy loop in GADM-0.4 (opt-in); legitimacy.py; AdoptionBand § 3; BR-005 2026-10-13 14:17:21 +02:00
life_cycle.py ASSEMBLY-WP-0006-T01: durable human capability (GADM-0.4) 2026-10-12 08:24:34 +02:00
matching.py Close loose ends: WP-0018 finished (T04 capture link tested, T05 reference-model decision), WP-0016 finished (J4 from China data), WP-0014 blocked (owner declaration + grant v2 confirmed; waits on rein-aharness publisher and 2027), WP-0015 blocked (EU Pm measured, noise calibrated; AR data and Q4 2026 data pending); Calibration v0.6 2026-10-14 02:31:02 +02:00
nonrival.py ASSEMBLY-WP-0007 active, T01 done: GADM-0.5-dev rival/non-rival output (phi_r, xn); commons feed carries the non-rival effect, no genuine decoupling (BR-010) 2026-10-13 23:07:39 +02:00
observed_series.json ASSEMBLY-WP-0017-T06: Census private office construction (data centers) as investment indicator L5b; T05 unblocked 2026-10-13 22:09:14 +02:00
organism_grid.py ASSEMBLY-WP-0005-T05: attention recalibration and 2x2x2 organism grid 2026-10-12 07:34:59 +02:00
power_channels.py ASSEMBLY-WP-0005-T04: separate wealth from power (GADM-0.3) 2026-10-12 07:32:57 +02:00
predictions_v1.py ASSEMBLY-WP-0009-T06: predictions v1 (P-2026-001…004), growth-aligned band ranges; runner cites registered predictions 2026-10-13 16:01:15 +02:00
robustness.py ASSEMBLY-WP-0006-T04: equilibrium initialisation of wealth and cohort attention 2026-10-12 09:35:20 +02:00
run_scenarios.py Implement ASSEMBLY-WP-0004: GADM-0.2 model, simulation, scenarios, sensitivity 2026-10-12 00:43:53 +02:00
scenarios.py Implement ASSEMBLY-WP-0004: GADM-0.2 model, simulation, scenarios, sensitivity 2026-10-12 00:43:53 +02:00
selection.py ASSEMBLY-WP-0007-T03: endogenous selection weights (capture slow; robust capture/de-capture; no material VFAC effect); T04 opened as two-good demand split 2026-10-13 23:15:04 +02:00
sensitivity.py Implement ASSEMBLY-WP-0004: GADM-0.2 model, simulation, scenarios, sensitivity 2026-10-12 00:43:53 +02:00
test_gadm02.py Implement ASSEMBLY-WP-0004: GADM-0.2 model, simulation, scenarios, sensitivity 2026-10-12 00:43:53 +02:00
test_gadm03.py ASSEMBLY-WP-0005-T04: separate wealth from power (GADM-0.3) 2026-10-12 07:32:57 +02:00
test_gadm03c.py ASSEMBLY-WP-0005-T06: life-cycle cohorts; finish WP-0005; add WP-0006 2026-10-12 07:38:22 +02:00
test_gadm04.py ASSEMBLY-WP-0017-T01: sentiment reference sig_ref (BR-009 resolved); calibrated pipeline re-run; matching loop weights ≈ 0.5 2026-10-13 21:14:14 +02:00
test_matching.py ASSEMBLY-WP-0017-T04 passed: flips judged on anchor weights (6/6 switches in 0.5 y, 0 false flips); reliance on investment documented; T06 AI-specific investment series 2026-10-13 22:07:26 +02:00
test_world.py ASSEMBLY-WP-0016-T02: endogenous foreign shares and split calibration hook (domestic segment with own counters); share-shifting levers effective but modest; CrossBorder § 8 2026-10-13 22:59:32 +02:00
wealth.py ASSEMBLY-WP-0005-T05: attention recalibration and 2x2x2 organism grid 2026-10-12 07:34:59 +02:00
world.py ASSEMBLY-WP-0016-T02: endogenous foreign shares and split calibration hook (domestic segment with own counters); share-shifting levers effective but modest; CrossBorder § 8 2026-10-13 22:59:32 +02:00
world_scenarios.py Close loose ends: WP-0018 finished (T04 capture link tested, T05 reference-model decision), WP-0016 finished (J4 from China data), WP-0014 blocked (owner declaration + grant v2 confirmed; waits on rein-aharness publisher and 2027), WP-0015 blocked (EU Pm measured, noise calibrated; AR data and Q4 2026 data pending); Calibration v0.6 2026-10-14 02:31:02 +02:00