calibrate: 5 confidence downgrades based on evidence strength
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- punctuated-equilibrium: experimental → speculative (Bak-Sneppen as THE mechanism is actively debated in biology) - recursive-improvement: likely → experimental (broad meta-claim) - riding-waves: likely → experimental (strategic framework, limited empirical testing) - value-flows-to-scarcity: likely → experimental (framework) - independent-judgment: likely → experimental (behavioral claim) Kept proven: hill-climbing, simulated-annealing, mechanism-design, Vickrey, path-dependence, product-space (all textbook/Nobel-level). Kept likely: EMH, cascades, Hayek, Rumelt strategy claims, Markov blankets, existential risk (all well-cited with broad acceptance). Pentagon-Agent: Leo <D35C9237-A739-432E-A3DB-20D52D1577A9>
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type: claim
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domain: grand-strategy
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description: "Strategic insight requires forming views from primary evidence rather than from the consensus of other strategists -- social calibration produces correlated errors that cascade"
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confidence: likely
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confidence: experimental
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source: "Rumelt (2011), Kahneman (anchoring, 1974), Soros (reflexivity, 1987), Keynes (beauty contest, 1936)"
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created: 2026-04-21
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secondary_domains: [collective-intelligence, internet-finance]
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type: claim
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domain: grand-strategy
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description: "The compounding of meta-capability -- improving the rate of improvement itself -- is the mechanism that separates civilizational progress from biological evolution"
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confidence: likely
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confidence: experimental
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source: "m3taversal (Architectural Investing manuscript), Deutsch 'The Beginning of Infinity' (2011), Mokyr 'The Lever of Riches' (1990)"
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created: 2026-04-21
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secondary_domains: [collective-intelligence, ai-alignment]
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type: claim
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domain: grand-strategy
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description: "Strategic advantage during transitions comes from reading where the system is headed (attractor state) and positioning while incumbents are still optimizing for the current equilibrium"
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confidence: likely
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confidence: experimental
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source: "Rumelt (2011), Grove 'Only the Paranoid Survive' (1996), Gaddis 'On Grand Strategy' (2018)"
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created: 2026-04-21
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secondary_domains: [mechanisms]
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type: claim
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domain: grand-strategy
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description: "Every disruption is a scarcity shift -- what was scarce becomes abundant and what was abundant becomes scarce, and value migrates accordingly"
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confidence: likely
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confidence: experimental
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source: "m3taversal (Architectural Investing manuscript), Christensen (commoditization/de-commoditization, 2003), Thompson (Aggregation Theory)"
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created: 2026-04-21
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secondary_domains: [internet-finance, entertainment]
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type: claim
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domain: mechanisms
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description: "Long stasis interrupted by rapid change is not a separate evolutionary mechanism -- it's the emergent behavior of coupled adaptive systems that push each other to the edge of instability"
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confidence: experimental
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confidence: speculative
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source: "Bak and Sneppen (1993), Gould and Eldredge (1972), Kauffman 'Origins of Order' (1993), Bak 'How Nature Works' (1996)"
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created: 2026-04-21
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secondary_domains: [grand-strategy, collective-intelligence]
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