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m3taversal a246972967 leo: convert 2 standalone claims to enrichments + tighten evaluator framework 
- What: Delete jagged intelligence and J-curve standalone claims, enrich their
  target claims instead. Add enrichment-vs-standalone gate, evidence bar by
  confidence level, and source quality assessment to evaluator framework.
- Why: Post-Phase 2 calibration. Both claims were reframings of existing claims,
  not genuinely new mechanisms. 0 rejections across 22 PRs suggests evaluator
  leniency. This corrects both the specific errors and the framework gap.
- Changes:
  - DELETE: jagged intelligence standalone → ENRICH: RSI claim with counterargument
  - DELETE: J-curve standalone → ENRICH: knowledge embodiment lag with AI-specific data
  - UPDATE: _map.md, three-conditions wiki links, source archive metadata
  - UPDATE: agents/leo/reasoning.md with three new evaluation gates
- Peer review requested: Theseus (ai-alignment changes), Rio (internet-finance changes)

Pentagon-Agent: Leo <76FB9BCA-CC16-4479-B3E5-25A3769B3D7E>

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-06 14:38:59 +00:00
..
_map.md Initial commit: Teleo Codex v1 2026-03-05 20:30:34 +00:00
attractor states provide gravitational reference points for capital allocation during structural industry change.md Initial commit: Teleo Codex v1 2026-03-05 20:30:34 +00:00
disruptors redefine quality rather than competing on the incumbents definition of good.md Initial commit: Teleo Codex v1 2026-03-05 20:30:34 +00:00
economic complexity emerges from the diversity and exclusivity of nontradable capabilities not from tradable inputs.md Initial commit: Teleo Codex v1 2026-03-05 20:30:34 +00:00
good management causes disruption because rational resource allocation systematically favors sustaining innovation over disruptive opportunities.md Initial commit: Teleo Codex v1 2026-03-05 20:30:34 +00:00
healthcares defensible layer is where atoms become bits because physical-to-digital conversion generates the data that powers AI care while building patient trust that software alone cannot create.md Initial commit: Teleo Codex v1 2026-03-05 20:30:34 +00:00
human needs are finite universal and stable across millennia making them the invariant constraints from which industry attractor states can be derived.md Initial commit: Teleo Codex v1 2026-03-05 20:30:34 +00:00
incumbents fail to respond to visible disruption because external structures lag even when executives see the threat clearly.md Initial commit: Teleo Codex v1 2026-03-05 20:30:34 +00:00
industries are need-satisfaction systems and the attractor state is the configuration that most efficiently satisfies underlying human needs given available technology.md Initial commit: Teleo Codex v1 2026-03-05 20:30:34 +00:00
industry transitions produce speculative overshoot because correct identification of the attractor state attracts capital faster than the knowledge embodiment lag can absorb it.md Initial commit: Teleo Codex v1 2026-03-05 20:30:34 +00:00
inflection points invert the value of information because past performance becomes a worse predictor while underlying human needs become the only stable reference frame.md Initial commit: Teleo Codex v1 2026-03-05 20:30:34 +00:00
knowledge embodiment lag means technology is available decades before organizations learn to use it optimally creating a productivity paradox.md leo: convert 2 standalone claims to enrichments + tighten evaluator framework 2026-03-06 14:38:59 +00:00
performance overshooting creates a vacuum for good-enough alternatives when products exceed what mainstream customers need.md Initial commit: Teleo Codex v1 2026-03-05 20:30:34 +00:00
pioneers prove concepts but fast followers with better capital allocation capture most long-term value in industry transitions.md Initial commit: Teleo Codex v1 2026-03-05 20:30:34 +00:00
products are crystallized imagination that augment human capacity beyond individual knowledge by embodying practical uses of knowhow in physical order.md Initial commit: Teleo Codex v1 2026-03-05 20:30:34 +00:00
proxy inertia is the most reliable predictor of incumbent failure because current profitability rationally discourages pursuit of viable futures.md Initial commit: Teleo Codex v1 2026-03-05 20:30:34 +00:00
teleological investing answers three questions in sequence -- where must the industry go and where in the stack will value concentrate and who will control that position.md Initial commit: Teleo Codex v1 2026-03-05 20:30:34 +00:00
teleological investing is Bayesian reasoning applied to technology streams because attractor state analysis provides the prior and market evidence updates the posterior.md Initial commit: Teleo Codex v1 2026-03-05 20:30:34 +00:00
teleological investing is structurally contrarian because most market participants are local optimizers whose short time horizons systematically undervalue long-horizon convergence plays.md Initial commit: Teleo Codex v1 2026-03-05 20:30:34 +00:00
the atoms-to-bits spectrum positions industries between defensible-but-linear and scalable-but-commoditizable with the sweet spot where physical data generation feeds software that scales independently.md Initial commit: Teleo Codex v1 2026-03-05 20:30:34 +00:00
the personbyte is a fundamental quantization limit on knowledge accumulation forcing all complex production into networked teams.md Initial commit: Teleo Codex v1 2026-03-05 20:30:34 +00:00
three attractor types -- technology-driven knowledge-reorganization and regulatory-catalyzed -- have different investability and timing profiles.md Initial commit: Teleo Codex v1 2026-03-05 20:30:34 +00:00
trust is the binding constraint on network size and therefore on the complexity of products an economy can produce.md Initial commit: Teleo Codex v1 2026-03-05 20:30:34 +00:00
value in industry transitions accrues to bottleneck positions in the emerging architecture not to pioneers or to the largest incumbents.md Initial commit: Teleo Codex v1 2026-03-05 20:30:34 +00:00
value networks act as perceptual filters that make disruptive opportunities invisible to incumbents.md Initial commit: Teleo Codex v1 2026-03-05 20:30:34 +00:00
when profits disappear at one layer of a value chain they emerge at an adjacent layer through the conservation of attractive profits.md Initial commit: Teleo Codex v1 2026-03-05 20:30:34 +00:00