spb/wp17_uqo

NB-1  scripts/r3k_20_tables_v2.py: the VW concentration diagnostic is emitted for two universes read from
      results/r3k_v2/vw_weights_diag.csv and asserted equal to results.json vw_diag -- all nine full-sample VW
      sorts (max 36 %, cybersecurity placebo sort, AAPL, 2023 cohort, quintile 2; 18 entries = 9 distinct cells
      above 25 %) and the composite sort alone (max 19 %, AAPL, 2011 cohort, quintile 4; no cell above 25 %).
      New macros \mvwMaxWeightAll/AllSort/AllCell, \mvwCellsAboveAll/AllDistinct, \mvwSortsAboveAll,
      \mvwMaxWeightCompos/ComposCell, \mvwCellsAboveCompos (+ v2.0 composite values). Stated in the Table 4
      note (paper/tables/tab_sorts_both.tex), the appendix sorts note (tab_sorts.tex), two rows of the hygiene
      Panel B (tab_hygiene.tex), the data-hygiene sentence (paper/sections/data.tex) and README.md.
NB-4  scripts/stageE_writing_macros.py: ordinal() helper, *Ord macros emitted with the ranks/percentiles
      (\mIdaRankOrd ... \mHeRankCoreOrd, \mUtilSectorRankOrd, \mProbe*PctOrd); r3k_20 adds \mplaceboRankOrd/
      \mplaceboRankWOrd. Hard-coded suffixes removed from robustness.tex, data.tex, literature.tex, results.tex.
NB-5  paper/sections/literature.tex: eisfeldt2023generative cited as the first circulated version of the JF 2026
      paper (entry kept, now printed in the bibliography).
NB-6  paper/main.tex: redundant threeparttable -> adjustbox{max width} hook removed; build unchanged
      (92 pages, 0 errors, 0 undefined, 2 overfull boxes of 4.42 pt, none > 5 pt).
NB-11 scripts/r3k_20_tables_v2.py: Table 3 note names the firm-year of the maximum market-adjusted forward
      return (GME, formation year 2019, window 2020-06-30 to 2021-06-30, verdict confirmed on FinData OS bars),
      read from the panel and hygiene_log.csv; macros \mmaxMadjRetTicker/Year/Pct.
NB-2 (reproducibility/FIRC-0002/validation_report.md), NB-9 (jof250 parser note), NB-3/7/8/10 (author or venue
      decisions) are recorded outside the worktree (improvements/FIRC-0002/unresolved_issues.md "Stage F",
      manuscripts/FIRC-0002/change_log_{writing,exhibits}.md).
Build: latexmk clean, rc 0; tests/test_regenerate.py --quick OK; paper/main.pdf rebuilt (92 pages).

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

- scripts/r3k_20_tables_v2.py: 34 self-contained table floats (\ExhibitTable wrapper: booktabs + threeparttable, caption, label, notes naming the inference, N/clusters/R2 rows, economic-magnitude line, generated-by comment); robust statistics in every headline table (winsorized sorts with NW/plain t and CIs, two-way t, wild p, MDE, CDA by benchmark); BEFORE values only in tab_hygiene Panel B; new tab_mht summary + member-level parts A/B; appendix_exhibits.tex with \ExhibitOnce guards; EXHIBIT_MAP.json/.md; macros.tex keeps the 442 legacy names and carries the wrapper macros + 43 new macros.
- scripts/r3k_19_figures_v2.py: 17 figures redrawn (Okabe-Ito, Times 8-9 pt, width = textwidth, markers + dashes + hatches for grayscale, 95% intervals from stated procedures, CDA band on the event-study path, event-time reference year at zero, spec curve with NW SE bars) + float wrappers paper/figures_r3k/<name>.tex with scientific captions; old PNG copies in paper/figures_r3k removed (PDFs only).
- Render-and-inspect audit done on every exhibit page (see quality_control/_FIRC-0002_*_audit.csv).

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

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>

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

Market cap = FinData raw close x point-in-time SEC shares (split-carried, unit-error screens: whole-series 30x, +/-4 filings 5x,
IWV-weight consistency, USD 5M floor, 6e12 ceiling, 3-month staleness); Yahoo-implied raw as fallback (98.9% within 2%).

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

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>

hygiene_log.csv: 48 monthly |ret|>300% -> 37 confirmed by FinData, 11 series breaks; 104 firm-year fwd>500% -> 101 confirmed, 3 breaks.
r3k_12: 2,540 tickers with SEC share facts (2,294 dei; 149/95 fallback concepts; 26 none); sum-of-classes at latest end.
r3k_inference.py: CGM two-way, wild-cluster bootstrap, simulated fixed-b cv, Holm/BH/Romano-Wolf, DSR, permutation, sup-Wald.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

N1 on M4M64a from a read-only rsync of the M3U96b parquet corpus (33.5 GB):
- corpus counts reproduced exactly (10,720,890 chunks / 1,342,283 sections / 527,548 filings) + macros
- tokenizer audit: max_seq_length 256, 94.8 % of chunks truncated, 62 % of token mass dropped, 51 % of keyword chunks have all AI terms beyond the window (scored at half)
- regex AI-lexicon baseline over all sections and chunks: firm-year Spearman 0.24 with AI Adopt, 4.8 % of the semantic top decile carries a CORE AI term, 84 % zero firm-years
- human-validation frames (seed 20261105): 400 stratified + 600 top-firm + 600 median-firm + 100 top-by-year chunks, blind coding sheet + codebook
- X2 (AR-FIRC0002-2): stripped / narrow anchors embedded locally, scored against the stored chunk embeddings; pipeline reproduced to 1e-8; firm-year rho 0.976 (0.935 narrow); FM slope unchanged, EW sort t 1.92
- X3: negation probe (negated sentences still above the 99.8th percentile); laptop T5/T7/T9 rows for stripped anchors and keyword rates

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

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>

Pinned venv .venv-review (py3.12.13, pandas 2.2.3, statsmodels 0.14.6, linearmodels 6.1).
Baseline re-run of the unchanged r3k_03..07: results.json identical; results2.json differs in
spid (degenerate committed block) and double_sort_* (stale); results_event.json reproduces
exactly under the author's pandas 3.0.2 (qcut tie-breaking under 2.2.3).

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

UQO/ est désormais structuré en Enseignement, Recherche, Administration, Supervision ; Recherche-UQO vit dans UQO/Recherche/.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

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>

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

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>