Instruments
The live tools — the market read as working instruments. Boards read the engine on
cadence; tools let you work the same numbers yourself. Every figure traces to
_system/data/*.json — nothing here is a frozen snapshot.
source: ai_fragility engine · asof 2026-07-12
Ground Truth Tape
M(t) vs G(t) → D(t)
Company Screener
Filter the universe by indicator
Exposure
Score a portfolio in-browser
Capex Watch
The six-indicator scorecard
Earnings Desk
The pre-committed board
AI Fragility Index
Composite read over 68 firms
The Circuit
Does the build-out close its own loop
Recycling Ratio
Committed compute ÷ outside funded cash
The Instrument
How the desk measures D(t)
The Scaling Timeline
Four vectors of AI scaling · log scale
Cycle Memory
AI vs dot-com · boom-start aligned
The Lag
Adoption vs productivity payoff
The Fragility Brief
Printable · the Index's summary brief
Methods
Method receipts · every figure sourced or labeled
Falsifiers
Exits published in advance · revision ledger