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  1. Thu, Nov 5, 2026 11

    1. FIRC0002 Stage E (Agent 10): §7 discussion in descriptive register with verdicts table (H3b fails, H4 not supported, H5a/b) and itemised limitations naming every unexecuted item with reason and bias direction (X1–X5, AR-3, IWV 2010–18, THEO-06, ECON-08 B/M); §8 conclusion rewritten; appendices — variables (A1 on one page), anchors with stripped/core sets and probe, corpus counts as macros (DATA-10), new SPID extractor appendix (ADVE-16, AI_C-13), data sources/reproducibility/data-availability statement (cluster L)
      …
      Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
      Simon-Pierre Boucher · 3 files +347 −171
    2. FIRC0002 Stage E (Agent 10): §5 results — sorts with CIs/raw-wins-median and VW narrative withdrawn (ECON-01, EDIT-08), results.tex:43 corrected (ECON-16), two-way/wild/permutation/sup-Wald break evidence and vacuous sentences removed (ECON-03/11, THEO-10/15), size section with tested contrasts and 2024-cohort dependence (EDIT-03, ECON-12), new multiple-testing subsection (cluster N); §6 — three within-sector estimators (THEO-03, ADVE-06), placebo under two-way clustering (ECON-03), event study benchmark dependence and placebo launches (cluster F), DiD/event-time corrected and H4 not supported (cluster G), SPID binary contrasts/MDEs/reversal (cluster I, LITE-03), forms with Wald (ADVE-03), new construct-validity and survivorship subsections (clusters J, D), §6.10 reversed sentence corrected (THEO-10); exhibits placed behind \ExhibitOnce per tables/EXHIBIT_MAP.json
      …
      Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
      Simon-Pierre Boucher · 2 files +534 −412
    3. FIRC0002 Stage E (Agent 10): §3 data — encoder window (AI_C-17, THEO-14), SPID provenance (ADVE-16, AI_C-13), universe conditional on survival (ADVE-01, EDIT-04, DATA-03), market-cap rebuild and return hygiene BEFORE→AFTER (ECON-01, EDIT-01, DATA-02, DATA-04), winsorization as applied (AI_C-01, ECON-05); §4 methods — inference rules, break tests, event-time with main effect (THEO-02, ECON-09), contrasts and MDEs (EDIT-03, ECON-10), multiple testing (EDIT-07, ADVE-10), event study day 0 and five benchmarks (ECON-08, EDIT-06, ADVE-02); duplicated sentence and unreferenced equations fixed (EDIT-11)
      …
      Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
      Simon-Pierre Boucher · 2 files +366 −212
    4. FIRC0002 Stage E (Agent 10): §1 introduction and §2 literature rewritten — contribution narrowed and 'first' claim withdrawn (LITE-01/02/08), positioning table vs Eisfeldt/Basu/Borri, AI-washing and cybersecurity strands (LITE-03/05/06), Hassan/Davis/Kim/Cao/Hong–Lim–Stein/Bloom (EDIT-14, LITE-07), §2.1 negation claim withdrawn (AI_C-07), hypotheses H3a/b, H4, H5a/b (THEO-11, ADVE-07), U8 sentences removed (ADVE-14)
      …
      Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
      Simon-Pierre Boucher · 2 files +281 −179
    5. FIRC0002 Stage E (Agent 10): main.tex v2.1 metadata, abstract rewritten to the three weakened pillars (EDIT-03, ECON-06, ADVE-01, ADVE-05), cleveref, threeparttable scaling hook; macros_stageE.tex generator (N1 construct-validity, survivorship bounds, SPID provenance, committed-baseline BEFORE values); references.bib repairs (LITE-02 Eisfeldt JF 2026 names, LITE-08 Wu–Lam authors, Wang et al. journal entity)
      …
      Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
      Simon-Pierre Boucher · 3 files +364 −36
    6. FIRC0002-EDIT-11 (L10): pdftitle = v2.0 Russell 3000 title; r3k_11 two-way SE NaN-safe
      …
      Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
      Simon-Pierre Boucher · 1 file +1 −1
    7. FIRC0002 L2–L10 results (run 7): rebuilt panel, core + extended + event-study + survivorship results, construct-validity rows, 33 regenerated tables with notes, 442 macros, 17 figures
      …
      AR-FIRC0002-1: trigger (a) not fired (wins. EW spread +3.9 pp NW t 2.06 / plain 1.81, CI covers 0; wins. FM +1.88 pp/SD t 2.41);
trigger (b) not fired on the literal criterion (large-vs-small gradient persists in sorts, contrast t 1.83 firm / 1.55 two-way,
wild p 0.22) but the largest-1,000 1-y CDA t is 3.02 (IWV model) vs 1.12 beta-only / 1.21 market-adjusted / 0.51 FF6;
trigger (c') not fired (size-tercile attrition; AI-quintile attrition = X1).

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
      Simon-Pierre Boucher · 33 files +1,235 −501
    8. FIRC0002-EDIT-11 ADVE-12 LITE-12 AI_C-15 (L10): PDF metadata title = v2.0 Russell 3000 title; three stale v1.1 table files moved out of paper/tables to docs/tables_v1.1_stale
      …
      Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
      Simon-Pierre Boucher · 3 files −71
    9. FIRC0002-LITE-01/02/03/05/06/07/08/09/10/13 EDIT-14 (L11), ADVE-05 AI_C-04 EDIT-09 ECON-13 THEO-13 AI_C-13 ADVE-16 (L8), EDIT-04 DATA-03 (L6 inputs): DOI-verified bib additions, SPID sampling frame, IWV holdings manifest, FinData price check
      …
      references.bib: 19 entries appended (17 DOIs resolved via doi.org/Crossref incl. Eisfeldt et al. JF 2026, Hassan et al. QJE 2019,
Cao et al. RFS 2023, Hong-Lim-Stein JF 2000, Bloom et al. NBER w28999 'The Diffusion of New Technologies'; 2 self WP entries);
Xia et al. / Ofir not added (no identifier). SPID: 200 stratified mentions with source-text excerpts, no labels (AR-3 not granted).
IWV: 17 dated Wayback captures (2006-09, 2019-05..2025-08). FinData raw closes: 2,487/2,499 tickers, 98.9% within 2% of Yahoo-implied.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
      Simon-Pierre Boucher · 1 file +193
    10. FIRC0002-DATA-01 ECON-04 EDIT-02 ADVE-04 AI_C-02 LITE-04 THEO-01 (L1): Table 17 refit, explicit terms, rank/cond, firm/two-way/HC1 t, N, R2
      …
      Committed panel vintage 2026-10-28: rank 8/8, cond 2.82; SPID x post -1.57 pp (t -1.72 firm, -0.88 two-way);
composite +2.21 (6.34 / 2.40); any-AI x post +3.81 (0.62). tab_did_spid.tex regenerated (BEFORE = 3cf7560, all t = 0.00).

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
      Simon-Pierre Boucher · 1 file +18 −12
    11. FIRC-0002 v2.0 (2026-10-28): Russell 3000 extension of 'Does the Language of AI Move Markets?' — commit of the working tree before peer review (large data/ inputs gitignored)
      Simon-Pierre Boucher · 65 files +1,458 −1,039

  2. Sat, Oct 17, 2026 2

    1. révision scientifique complète (editorial board, 2026-10-17)
      …
      WP 17 v1.0 → v1.1 (October 2026). Corpus misdescribed in v1.0 (8-K + partial 10-Q, filing year; no 10-K) documented and
tested (8-K-only signal); post-2022 evidence shown to rest on the 2024 cohort; event-time DiD clustering bug fixed;
dependence-robust event-study tests; IT-sector factor spanning; entrants/survivorship checks; 15 equations; 21 verified
references with DOIs; 4 new tables; docs/REVIEW-REPORT.md + docs/CHANGELOG-REVISION.md. À valider par les co-auteurs.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
      Simon-Pierre Boucher · 33 files +1,536 −847
    2. harmonisation standard UQO WP (2026-10-17)
      …
      WP 17 : main.tex reconstruit sur le gabarit (3 auteurs, cover WP 17, aer), WP/ → paper/, analysis/ → scripts/, data/processed, results/, figures/ (13 figures régénérées), README et .gitignore standard.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
      Simon-Pierre Boucher · 43 files +1,838
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