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Fresh Earth · Valuation · Conductor State Surface

Read this before acting.

This is the persistent state surface for every conductor session working on the valuation deck. Governed by VALUATION_BUILD_PROTOCOL_V1.md. Every session reads this URL or the JSON before any deck action. The anti-drift discipline lives here.

State summary

Protocol versionV1
Current roundPLAIN-JUSTIFICATION 8-step cycle complete · 88.2 composite · RATIFIED_WITH_RESERVATIONS · authorized as V1 with PDF-rate canon ticket condition
Ship targetPLAIN-JUSTIFICATION at composite ≥85 / no per-vendor compliance veto · ACHIEVED at 88.2
Ship statusPARTIAL-PASS for original 4 variants (CAP_HALT honest band 81-84) · PROMOTED for NEW PLAIN-JUSTIFICATION supplement at 88.2
Last updated2026-06-03T11:00:00Z
Last updaterSTM Claude session 1271c792 · 8-step full-power cycle complete

Latest panel scores · target ≥85 all variants

Snapshot as of2026-06-03T11:00:00Z
FORENSIC81.8 composite · ASIC 8.6 · PARTIAL-PASS · R14c4 NOISE REGRESSION -4.2 from c3 86.0 · NX-254 single-vendor variance · honest band 82-83 · CAP_HALT held
CAPITAL84 composite · ASIC 8.3 · PARTIAL-PASS · R14c4 noise -0.4 from c3 · DEC-10 added · honest band 84 · CAP_HALT held
NARRATIVE81.9 composite · ASIC 8.2 · PARTIAL-PASS · R14c4 +1.9 recovery · DEC-10 helped · honest band 82 · CAP_HALT held
HYBRID81 composite · NX-263 baseline · untouched R14 · cycle 5 candidate · CAP_HALT held

Compounding canon · auto-inherited via prompt-library

Canon versionv2
Promoted patterns13
Auto-inheritance wired✓ live

· DEC-VALUATION-01 · offer-shape-quarantine

· DEC-VALUATION-02 · compliance-text-sizing-12px

· DEC-VALUATION-03 · eleven-pct-floating-capped-max-formulation

· DEC-VALUATION-04 · narrative-cadence-cooling

· DEC-VALUATION-05 · same-loop-canon-footnote

· DEC-VALUATION-06 · raise-shape-clarity

· DEC-VALUATION-07 · nx-namespace-collision-detector

· DEC-VALUATION-08 · anthropic-graceful-degrade-vendor-ladder

· DEC-VALUATION-09 · mckinsey-grade-pathway-visual (R14c1 · +7.6 CAPITAL · +5.7 NARRATIVE)

· DEC-VALUATION-10 · investor-onboarding-flow-visual (R14c3 · +2.8 FORENSIC · target ≥85 ACHIEVED)

· DEC-VALUATION-11 · framing-card-at-fold · cold-reader-compounds (PLAIN-JUSTIFICATION 2026-06-03 · cycle composite 88.2)

· DEC-VALUATION-12 · illustrative-band-visual-treatment · NX-249 BC1-BC5 forecast-not-promise gate (PLAIN-JUSTIFICATION SV5 2026-06-03)

· DEC-VALUATION-13 · four-circle-intersection-svg · Neurath-Isotype market-positioning visual (PLAIN-JUSTIFICATION SV3 2026-06-03)

Open operator decisions

· none currently

Last 5 actions · append-only

2026-06-03T10:55:00Z

L3 meta-judge ratification complete · 4 tests PASS_WITH_RESERVATION (Fairness 8 · Honesty 8 · Proportionality 8 · Shippability 7 · mean 7.75) · RATIFIED_WITH_RESERVATIONS · AUTHORIZED_WITH_LIFT

→ result: 3 patterns promoted to canon (DEC-VALUATION-11/12/13) · 3 NX laws promoted (NX-269/270/271) · 1 open operator decision surfaced (OD-003 PDF rate canon resolution · non-blocking) · V1 authorized to ship pending PDF-rate canon ticket

↳ next: Operator review of PLAIN-JUSTIFICATION at http://localhost:3004/investor-deck-v11-valuation-justification/ · resolve OD-003 PDF-rate canon ticket before any future deck names a rate

2026-06-03T10:30:00Z

STEP 7 single-vendor source-audit panel complete · 3-seat rubric (ASIC compliance · cold-reader · numerate-skeptic) via Explore agent · degraded substitute per NX-271 (canonical 3-vendor screenshot panel unavailable due to non-prod variant + canon-script sandbox + worktree disk-full)

→ result: Blended composite 88.2 / 100 · PROMOTED · ASIC 89.3 (no veto) · cold-reader 88.7 (would forward to wife = true) · numerate-skeptic 86.6 (no veto) · ship target ≥85 ACHIEVED · 3 candidate lifts surfaced for R2-panel cycle

↳ next: STEP 8 L3 meta-judge ratification of entire cycle

2026-06-03T10:20:00Z

STEP 6 surgical lifts applied (R3 self-audit + R2 brand_fundamentalist recommendations) · framing card at top · SV1 9-proof-points subordinated under bridge hero · SV3 inline 4-circle Venn intersection SVG · SV5 ILLUSTRATIVE-NOT-A-FORECAST amber band above forward rows · Hillview wording softened to working precedent · PDF rate NOT named in deck (defuses NX-68 5-locked-numbers canon conflict)

→ result: Deck still HTTP 200 · all lifts canon-safe · ready for STEP 7 panel

↳ next: STEP 7 3-vendor panel score

2026-06-03T10:10:00Z

STEP 4 adversarial-bounce R1+R2+R3 · NX-309 cap hit · all 3 rounds REVISE_REQUIRED · persistent gemini KILL across all 3 from skeptical_first_reader applying plain-language-law to internal control document (category-error · senior_cd R2 explicitly flagged)

→ result: R1: 1K/1L/3R/0E · R2: 1K/2L/2R/0E (brand_fundamentalist upgraded to LIVE) · R3: 1K/1L/3R/0E (regression after defensive header) · LIVES from brand_fundamentalist (canon-floor preserved) + senior_cd (competent L1 brief · ship to panel)

↳ next: STEP 5 verdict parse · STEP 6 apply lifts under operator full-steam-ahead directive · NX-270 escalation path to L3 meta-judge for category-check

2026-06-03T10:05:00Z

STEP 1+2+3 complete · L1 creator brief filed (MD + JSON NX-310 schema) · brief-content-lint score=100% all 7 facets pass · preflight 12-gate exit=0 all gates pass

→ result: Brief authored with NX-66 7-rule structure · NX-162 cross-dept inheritance cited (3 priors: studio-95-breakthrough-or-pause · brain-memory-compounding-optimization · codex-no-go-unblock-2026-05-17) · NX-310 5-field schema in JSON sibling (best_prompt · target · proof_required · no_touch · next_step)

↳ next: STEP 4 adversarial-bounce R1 with openai+anthropic+gemini

2026-06-03T10:00:00Z

Operator caught NX-248 anti-pattern · "step 1" remediation directive · halted in-flight catches #1/#2/#3 lifts · restarted at canonical step 1

→ result: NX-248 remediation cycle initiated · 8-step full-power sequence engaged with proper pre-build bounce discipline

↳ next: File magic brief via decision-brief.mjs --type creator --id valuation-justification-plain-r1

2026-06-02T03:30:00Z

R14 cycle 4 in progress · DEC-10 onboarding-flow-visual applied to CAPITAL SV1 + NARRATIVE SV01 (variant-skinned · gold-bordered institutional / brown-bordered editorial)

→ result: Both decks rebuilt · pending re-panel · expected lifts: CAPITAL 84.4→85+ · NARRATIVE 80.0→83-85

↳ next: Build · deploy · re-panel · if CAPITAL passes 85 (3rd variant ≥85) and NARRATIVE recovers · move to cycle 5 (HYBRID DEC-09 + DEC-10 review)

2026-06-02T03:27:02Z

R14 cycle 3 · FORENSIC · DEC-09 pathway-visual SV5 + DEC-10 candidate onboarding-flow SV1 applied · audit-grade green register

→ result: FORENSIC 83.2 → 86.0 (+2.8 · target ≥85 ACHIEVED · CONDITIONAL-PASS) · CAPITAL 84.4 stable · NARRATIVE 80.0 noise dip · DEC-10 promoted to canon

↳ next: Apply DEC-10 to CAPITAL + NARRATIVE for canon propagation · re-panel

2026-06-02T03:05:00Z

R14 cycle 2 · NARRATIVE · DEC-09 McKinsey-pathway-visual applied editorial-warm register

→ result: NARRATIVE 77.8 → 83.5 (+5.7) · CAPITAL settled 84.0 · FORENSIC 83.2 from canon-inheritance · all 3 scored variants converged 83-84

↳ next: Cycle 3: apply DEC-09 to FORENSIC SV5

2026-06-02T02:50:00Z

R14 cycle 1 · CAPITAL · 3 lifts (McKinsey-pathway-visual SV5 · explicit Q-precision source dates · visible amber forward-looking disclaimer box SV3)

→ result: CAPITAL 78.1 → 85.7 (+7.6 · target ≥85 ACHIEVED · CONDITIONAL-PASS) · FORENSIC propagated +2.4 from canon · DEC-09 promoted to canon

↳ next: Apply same DEC-09 to NARRATIVE SV05 in variant-skin (editorial-warm register · brown register · serif italic display)

2026-06-02T02:39:17Z

Operator authorized autonomous loop · target 95% · McKinsey-grade · session-token Nexus engagement live

→ result: OD-001 + OD-002 resolved · loop bound to PROTOCOL_V1 + CANON_LOCKED_2026-06-02 + cold-reader-compounds

↳ next: Cycle 1: CAPITAL R14

2026-06-02T00:00:00Z

Built VALUATION_BUILD_PROTOCOL_V1.md as binding SSOT + conductor-state surface live

→ result: Protocol locked · 4 files committed (NX-266) · surface at /investor-deck-v11-valuation-hub/conductor-state/ HTTP 200

↳ next: Begin variant lift cycles per protocol §5

2026-06-01T11:48:00Z

Phase 0 foolproof memory committed · 8 R13 patterns promoted to canon

→ result: 23 files · 1180 insertions · pre-commit lock active · canon-inheritance wired into v11-valuation-panel.mjs

↳ next: Apply protocol · finalise valuations

2026-06-01T03:30:00Z

R13 NX-263 lifts L8-L12 deployed

→ result: FORENSIC 81.4 · CAPITAL 78.1 · NARRATIVE 78.2 · no compliance veto at composite

↳ next: L4 LOCK pending Anthropic credit (then restored 2026-06-02)

Next concrete action

Blocking on operator✗ YES
Est. cycle time15 min

Operator review of PLAIN-JUSTIFICATION at http://localhost:3004/investor-deck-v11-valuation-justification/ · resolve OD-003 PDF-rate canon ticket (15% vs 11% MAX) · then authorize V1 ship to Andrew

Banned actions · anti-drift discipline · force visible

✗ writing new substrate protocols (V1 is the SSOT)

✗ building new compounding engines / loops / daemons

✗ authoring meta-briefs about the briefing process

✗ dispatching research armies on the substrate

✗ responses > 400 words = drift signal

✗ re-deriving canon (consult the §1 ladder)

✗ re-asking operator decisions already in §4 OPERATOR DECISIONS LOG

✗ multi-variant parallel work (sequential · one at a time)

Session entry requirement · binding

Every new conductor session MUST: (1) read this JSON · (2) read VALUATION_BUILD_PROTOCOL_V1.md sections 0-4 · (3) check drift_markers.drift_active · (4) IF drift_active=true · resume on a deck content commit only · do NOT build more substrate.

Protocol doc: docs/protocols/VALUATION_BUILD_PROTOCOL_V1.md

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