Changelog
All notable changes to this research package are documented here. Versioning follows Semantic Versioning in spirit — a major version bump indicates a change to canonical figures or conclusions, not just prose.
[Unreleased] — targeted as v1.0.2
Fixed
- Fixed an arithmetic error in the delegated-agent band’s Hyperscale
$/AI-working-hour figure: whitepaper §25 and
13-slide-deck-outline.md(and the deck built from it, before this fix) cited a stale $0.0252/hr figure and a “~150x” spread, which contradicted Section 17’s own matrix, the canonical CSV, and the correct arithmetic (400,000 tokens/hr × $0.133/M = $0.0532/hr). Corrected to the right $0.0532/hr and “~68x” figure in both files;19-slide-deck.pptxalready had the correct figure on slide 13 and did not need changing. Caught during the Finnish translation’s cross-check against the canonical model — fixed in both languages simultaneously.
Added — content
- Split the human-work comparison (whitepaper §19.2;
04-workbook-ai-working-capacity-conversion.mdPart E.2) into two explicit columns: Human employer cost, fully loaded (internal hire — wage + benefits + overhead) and Human billable / externally purchased rate (agency/contractor/consultancy, which embeds its own margin and overhead on top). States the pairing explicitly: owned-AI production cost compares against human employer cost; retail API price compares against human billable rate — mixing the pairs mixes the same internal/external cost layers the paper already warns against mixing on the AI side alone (owned-production cost vs. retail API price). Added illustrative billable-rate bands (~2-3x the employer-cost bands) as a clearly-flagged scenario assumption. - Added a compact “1 working hour / 10-team hour / 1 working day /
10-team day” table (whitepaper §16, after the usage-intensity band
table;
04-workbook-ai-working-capacity-conversion.mdnew Part B.2) stating explicitly that orchestration does not create a different kind of hour — it creates multiple working hours in parallel, and that team working capacity is workers × hours on both the AI and human side, with no exception. Added the same table and framing to slide 12 of the deck (13-slide-deck-outline.md/19-slide-deck.pptx), and the employer/billable split to slide 14. - Changed whitepaper §24’s SME/owner-manager lens description from “must govern an AI workforce it did not previously need to manage” to “must lead and govern an AI workforce it did not previously have” — makes “lead” the default term for the human-AI-team relationship in the maturity narrative, reserving “supervise” for the specific review/risk-cost component already used correctly in the usage-band descriptions (§16-17, Part E.3’s supervision-burden caveat) and “govern” for boundaries/accountability.
- Added whitepaper §3.6, “A living reference model — the framework is durable, the numbers are not”: states explicitly that the core chain, the AI-maturity axes (Advise→Cowork→Delegate→Lead; Individual→Team→AI workforce), and the evidence-class discipline are intended to stay stable, while every numerical input (hardware price, electricity price, financing cost, utilization, human employer/billable cost, retail token price) is expected to keep changing — and that any cited figure should identify its scenario, assumptions, and model version rather than being read as a fixed fact.
Added — GitHub Pages site architecture
- Native HTML pages for every markdown document.
Built
tools/build-pages.py(pandoc + a shared page template,tools/page-template.html) to generate a matching*.htmlpage for all 21 tracked markdown documents (whitepaper, all workbooks, all appendices, README, CHANGELOG, etc.), with cross-references between documents rewritten from.mdto.htmlso reading the package end-to-end no longer requires jumping to GitHub’s markdown viewer.index.html’s reading-path and package-contents links now point at these local pages instead ofgithub.com/blob/main/*.mdURLs. Extracted the landing page’s inline CSS into a sharedassets/site.css, extended with article/table/TOC/breadcrumb styles for content pages. - Diagrams gallery (
diagrams.html) — all 11 diagrams inline with captions and descriptive alt text, replacing a link to GitHub’s directory listing (which 404s on Pages, since Pages does not browse directories). - Perspectives & Writeups section
(
perspectives.html,perspectives/*.yaml) — a filterable index of original, independent, and critical publications derived from or challenging this research. Each entry is a YAML file (schema inperspectives/README.md);tools/build-perspectives.pyrenders them into a client-side-filterable page (by type and topic). Seeded with three entries for the author’s own prior published pieces already verified in the source register (“Who Owns Your AI,” the digital-sovereignty cooperative-cost article, and “The Overlooked AI Scale-Up Layer”). Added a submission call-to-action for third-party writeups. - Backlink-discovery pipeline design
(
docs/backlink-discovery.md) — documents a discovery → classify → Perspectives-index architecture (Ahrefs/Semrush backlink APIs feeding astatus: pending-reviewcandidate queue, never auto-publishing) for later implementation; not yet wired up, since it requires a paid API subscription and credentials this repository does not hold. Theperspectives/_pending/directory and the classification step’s data flow are in place so this can be added without a redesign. - Model-version banner. The landing page now states the last tagged model version (v1.0.1) explicitly and restates the durable-framework/changing-numbers principle in the page itself, not just in the whitepaper.
Regenerates 01-whitepaper.pdf (89 pages, up from 88),
19-slide-deck.pptx, all markdown-sourced
*.html pages, and perspectives.html; syncs the
Desktop PDF copy; regenerates CHECKSUMS.sha256.
[1.0.1] — 2026-08-14
Added — content
- Replaced the front-matter “About the author and method” section with
an expanded “About the author, perspective and method” — covers the
author’s broader entrepreneurship/innovation-ecosystem and advisory
background (30+ ecosystems, government/EU/university advisory work)
alongside the AI-infrastructure-specific disclosure, and names ValtoAI
and the EIOS reference framework (organizations/governed
information/agent-ready context) alongside the previously-named Prifina,
Digiole, and PIOS. Propagated the same venture list to Method §3.4’s
disclosure,
12-executive-brief.md,15-shortform-ownership.md,13-slide-deck-outline.md/19-slide-deck.pptx(slide 15), andREADME.md, replacing all remaining “peecos/PIOS” references. - Added a new conceptual-bridge section, “From AI working capacity to
new value,” between Part IV (§25) and Part V of the whitepaper —
explicitly tagged INTERPRETATION throughout, introduces no new cost
figures. Distinguishes “can the capacity be created” (this paper’s
cost/capacity model, Parts I–IV) from “can that capacity create and
capture new value” (invention, innovation, adoption, and revenue-model
questions this paper’s cost tables cannot answer), and notes the same
boundary applies to any future Scenario Explorer built on this paper’s
workbooks. Added a corresponding paragraph to
12-executive-brief.mdand a new slide 18 to13-slide-deck-outline.md/19-slide-deck.pptx(deck is now 26 slides, up from 25; slides 18–25 renumbered to 19–26). - Added Diagram 11 (“Creating Growth Based on New Value”) — the
author’s own pre-existing framework diagram, supplied directly and used
as-is at
assets/diagrams/diagram-11-creating-growth-from-new-value.jpg. Unlike Diagrams 1–10, this was not built from a from-scratch designer brief;17-visual-asset-briefs.md’s Diagram 11 entry instead documents the actual image’s structure (two columns converging on a shared “New Value” band) for editors and consistency checking. A provenance-framed PNG derivative (diagram-11-creating-growth-from-new-value.png, evidence-class tag, attribution, source note, standard footer) was added for use in the PDF, deck, and Pages site; the original JPG is kept as the raw source. - Fixed a stale cross-reference in
README.md’s disclosure line (pointed to whitepaper “§4,” which no longer exists as a numbered section; corrected to “Method §3.4”).
Added — release mechanics (in response to external audit)
tools/requirements.txt— pinned dependency versions (openpyxl, python-pptx, pypdf) for a reproducible consistency-check environment.- Rewrote
tools/check-canonical-consistency.py: required figures are now derived at runtime fromdata/canonical-cost-model.csvrather than hard-coded; added a PDF-text check (previously only markdown/xlsx/pptx were checked, so a stale PDF that wasn’t regenerated after a markdown fix could pass silently); every check now fails closed — a missing dependency or a broken Python environment (e.g. apyexpatsymbol mismatch) is reported as a failure, never silently skipped, and an unexpected exception inside any check is caught and reported rather than crashing the script. index.html+.nojekyll— a GitHub Pages landing page: reading paths, full package-contents tables, version/citation/licence links, and setup instructions for the consistency checker. Markdown documents link to their GitHub-rendered view; binaries (PDF/xlsx/pptx/checksums/diagrams) are served directly from the Pages site.01-whitepaper.pdfnow embeds its four most load-bearing diagrams (end-to-end chain, ownership stack, scale spectrum, new-value bridge) directly at their point of use in the text, so a reader holding only the PDF sees them without the repository; fixed apdf-style.cssgap (noimgsizing rule existed) that was causing embedded images to overflow the page width before this was caught and corrected.CHECKSUMS.sha256no longer contains comment/header lines, so it validates without warnings under both macOSshasum -a 256 -cand GNUsha256sum -c; the explanatory header moved toREADME.md.
Fixed
mainhad drifted fromCITATION.cff/CHECKSUMS.sha256/README.md’s v1.0.0 version claims after the content additions above — resolved by this v1.0.1 release.index.html: the “Diagrams (11)” link pointed toassets/diagrams/, which 404s on GitHub Pages (it does not browse directories) — changed to the GitHub tree view.README.md: fixed a stale “82-page document” reference (the PDF is now 88 pages) and a stale “not deployed to a public site (no GitHub Pages)” line — the Pages site has been live since this release’s preceding commit.17-visual-asset-briefs.md: fixed “All 10 diagrams” to “All 11 diagrams” in the cross-diagram consistency notes.
[1.0.0] — 2026-08-13
Initial public release.
Package
- Full whitepaper (
01-whitepaper.md/.pdf, 45 sections, 82 pages) tracing energy → hardware → compute → tokens → AI working capacity → work → outcomes → value → agency, from public statements by Jensen Huang, Sam Altman, and Mark Zuckerberg plus independently verified hardware specs and pricing. - Six companion workbooks with fully shown formulas (Global Baseline, AI Working-Capacity Conversion, Token-Factory Scenarios, Investment-Thesis Notes, Humanoid Working-Capacity, Localized EUR-Finland template).
- A live-formula Excel workbook
(
18-companion-data-model.xlsx, 10 sheets), a 25-slide deck (19-slide-deck.pptx), and 10 diagrams (assets/diagrams/). - A full source register (67 checks across 10 research clusters) and a consolidated assumption register.
- Five evidence classes (Observed Fact, Attributed Statement, Derived Calculation, Scenario Assumption, Interpretation) applied consistently across every asset.
Fixed during pre-release verification (three external review rounds)
- Corrected a Hyperscale-tier cost/scope error: the paper’s canonical full-layer figure ($0.091–$0.312/M tokens, mid $0.133/M) was, in earlier drafts, inconsistently compared against a partial-layer figure that excludes opex — now clearly separated everywhere with explicit scope labels.
- Corrected an invalid extrapolation from OpenAI’s own self-reported “60+ agent-hours/day” telemetry that had been used to imply a general-population usage statistic.
- Resolved an apparent ~2x discrepancy between two previously published cooperative-cost figures (€42 vs. €19.50–23/member/month) — they describe two different hardware tiers, not competing estimates of one cooperative.
- Confirmed the previously UNVERIFIABLE “$0.123/M tokens” GB300 inference figure directly against NVIDIA’s own site, with an explicit scope note restricting it to the specific rack/interactivity configuration it describes.
- Unified a cluster of stale Home-tier ($0.6–$2/M, superseded) and Cooperative-tier ($0.77–$1.20/M, superseded) figures across the whitepaper, workbook, slide deck, and diagrams to the single canonical Home ($1.37–$11.89/M) and Cooperative ($1.99–$7.62/M) ranges, and recomputed every dependent $/AI-working-hour figure from the canonical ranges.
- Fixed a 1,000x unit error in the Bitcoin-mining energy-monetization comparison; the corrected arithmetic inverts that passage’s original illustrative conclusion (production-cost-valued AI tokens exceed, rather than fall below, efficient Bitcoin-mining revenue per MWh).
- Fixed two prose-label cells in the companion Excel workbook that
were stored as broken formulas (would render
#NAME?in Excel). - Fixed one Hyperscale-tier utilization assumption in the Excel workbook that was set to the high-case (90%) instead of the mid-case (60%) the canonical figure is built on.
- Fixed five diagram layout defects found during visual verification (label/caption collisions, an empty grid missing its cell labels, subplot overlap, off-canvas clipped content) across diagrams 1, 2, 3, 5, 9, and 10.
Added for this release
00-how-to-use-this-research.md— one-page orientation note.20-appendix-known-limitations.md— consolidated list of live uncertainties (model performance, utilization, financing, power pricing, adoption timing, Professional-tier evidence gap).data/canonical-cost-model.csv— the single canonical source for every tier’s cost figures.tools/check-canonical-consistency.py— automated drift check across the whitepaper, workbooks, deck, and xlsx.CITATION.cff— machine-readable citation metadata.LICENSE— full CC BY 4.0 legal text plus a scope note distinguishing this author’s original content from quoted third-party statements, trademarks, and external data.CHECKSUMS.sha256— SHA-256 manifest for every release asset.- Reframed the paper’s opening question from an implicit bubble/transition binary to “what would need to be true for this spending to make economic sense” (whitepaper §6/§7, executive brief, slide deck).
- Added reading-path guidance to the README distinguishing the whitepaper (authoritative map), executive brief (entry point), workbooks (audit/exploration layer), and slide deck (conversation starter).
Known limitations
See 20-appendix-known-limitations.md for the full list.
Highlights: DGX Spark throughput figures rest on a single unaudited
community benchmark; all utilization, financing, and electricity-price
inputs are Scenario Assumptions, not measured or quoted real-world
figures; the Professional tier (HGX B300 node) has no public price or
power spec and is flagged throughout as the least-evidenced tier;
adoption-timing claims from named executives are Attributed Statements,
not independently verified forecasts.