Wireframe News · the instrument

The Absorption Index

pace of arrival ÷ capacity to absorb. 1.0 is the line.

0.7

AS OF 2026-08-09 · TREND RISING · METHOD v1.2 · THE LINE IS 1.0

How the number is made

The published reading is editorial, within a declared band. The computed core is 0.582; the published number adds +0.118, inside the ±0.15 band (in band). That adjustment is a judgment, it is disclosed here every time it is made, and it is the reason this page exists rather than a number in a footer.

Core 0.582 + 0.118 editorial (within the ±0.15 band). The adjustment is upward for one stated reason: THREE OF THE FOUR TRACKS EXCLUDED FROM THE CORE ARE WEAK BRAKES (federal preemption - directional and weakening; public will - plateaued since 2023; deployment/automation - no current figure). Excluding weak brakes raises the computed brake mean and therefore suppresses the core; a fuller accounting would read higher. Secondary: the Black Hat agent-collective evidence is a capability datapoint the core cannot express (no clean %). Rounded 0.68 -> 0.7.

Accelerants — push the Index up

Capability
horizon doubling · 2.2× faster
~3 moMETR Frontier Risk Report — ~16–20 hr task horizon
2026-05-19
Benchmarks
frontier tests · above 90%
3 of 6
Compute
training FLOP · since 2020
~5×/yrEpoch: frontier training compute ~4–5×/yr
2026
Chips
Nvidia DC · FY26 · +68%
$193.7BNvidia Q1 FY27: $75.2B DC rev/qtr (~$300B run-rate)
2026-05
Capex
2026 guided · ~1.9×
$700B+~$700B+ hyperscaler AI capex guided for 2026 (each company's own latest guidance through 2026-07-22); ~1.9x YoY
2026
Self-improvement
Anthropic code merged · Google 75%
>80%Anthropic CFO: 90%+ of code written by Claude
2026-05
Concentration
US VC share · from 65%
86%PitchBook: ~86% of US VC → AI (H1 2026)
2026-07

Brakes — hold the Index down

Safety grades
FLI 4th ed. · falling
C+ → FFLI AI Safety Index: top grade C+, leaders sliding. FLI AI Safety Index 4th edition (pub. ~2026-07-07); best existential-safety grade is D+, not 'none above D'.
2026-07-07
Regulation
2025 state bills enacted
~12%~145 of ~1,200 state AI bills enacted (~12%)
2026
EU rules
GPAI fines Aug '26 · high-risk → Dec '27
splitReg. (EU) 2026/1744 (Digital Omnibus on AI) published in the OJ; in force 2026-07-27. Defers AI Act high-risk obligations: Annex III Aug 2026 → 2 Dec 2027; Annex I Aug 2027 → 2 Aug 2028.
2026-07-24
Lab restraint
labs · stated slowdown
1 of 5OpenAI @ Black Hat: 'consciously slowing down research to enhance security'
2026-08-06

What is deliberately off the Index

Four tracks are off the Index on purpose: humanoid robots (no unit count disclosed; target withdrawn), automation share (metric discontinued in June), federal preemption (no defensible measured effect), and public opinion (flat since 2023). Three are weak brakes — excluding them pushes the number DOWN, against our own argument.

Restatements

The full track cards → every driver and brake, sourced

The method → anchors, weights, exclusions, downward triggers

The daily → where the events that move it get caught

The Index moves only on a named, cited event. It is reviewed weekly and restated no more than monthly; a review that changes nothing is published as changing nothing, because the honest cadence is part of the instrument. This page is generated from the same state file the computation reads — if it disagrees with the method page, the method page wins and this is a bug.

Generated by ops/brief-pipeline/tools/build_index_page.py. Do not hand-edit.