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The Absorption Index — Method

The full derivation: eleven anchored tracks, the arithmetic, the bounded editorial adjustment, what is excluded and why, and seven pre-registered triggers written before the events that would move the number down.

The question this page answers

How is the Absorption Index calculated, and what would make it fall?

The design

Core = mean(accelerant scores) − 0.4 × mean(brake scores), clipped to [0, 1.2].

Each track maps one observable onto 0–1 by linear interpolation between a declared floor (contributes nothing) and ceiling (fully at the crossing condition). Anchors are the judgment; once set, the score is arithmetic.

All judgment lives in the JSON spec. The script contains none. If the number moves, it moved because an observed value changed (with a citation) or an anchor changed (with a version bump), and git says which. That separation is the whole design.

Tracks the indicator catalog rules not %-able are excluded from the core, not estimated into it: robots (status only), deployment/automation (Anthropic dropped the metric), federal preemption (directional), public will (demoted to context). They remain as qualitative panel material. Fabricating numbers for them is the exact failure this method exists to prevent.

Editorial band: ±0.15. The published reading may differ from the core by at most that much, with a written justification. A delta outside the band means the anchors are wrong or the reading is — it is never resolved by widening the band.

The tracks and their anchors

Accelerants — what is arriving

TrackWhat we measureNowNothingExtremeScore
Capability — METR horizon doubling ratemonths to double autonomous task horizon (lower = faster)2.97.01.00.68
Benchmark saturationfraction of tracked frontier benchmarks above 90%0.50.01.00.50
Frontier training compute growthmultiple per year5.01.06.00.80
Chip revenue growthNvidia data-center revenue YoY growth (fraction)0.680.01.00.68
Hyperscaler AI capex growthYoY multiple1.91.02.20.75
Self-improvement on-rampmax share of a frontier lab's production code written by its own AI0.80.01.00.80
Capital concentrationAI share of US VC dollars0.860.20.950.88
average0.728

Brakes — what is meant to catch it

TrackWhat we measureNowNothingExtremeScore
Lab safety gradesbest existential-safety grade across labs, on a 0–1 scale (F=0, D=0.2, C=0.4, B=0.7, A=1.0)0.250.00.70.36
Enacted regulationUS state AI bill enactment rate (enacted ÷ introduced)0.120.00.30.40
EU AI Act enforcementfraction of enforcement milestones in force on original schedule0.50.01.00.50
Lab-initiated restraintcount of the five frontier labs with a publicly stated, incident-triggered slowdown or pause in force, / 50.20.01.00.20
average0.364

The arithmetic

`` accelerants 0.728 brakes 0.364 x 0.4 = 0.146 ---------------------- core 0.582 ``

Anchors are the only judgment in the system. Disagree with one, change it, and recompute — the arithmetic above does not move on its own.

Downward triggers (pre-registered 2026-08-09)

The Index had no defined way to fall. These are written before the observations, so they cannot be rationalised after:

IDIf this happensThenCheck after
T1EU Art. 101 GPAI fines actually levied against a named provider, not merely activatedeu_enforcement 0.5 → 0.72026-08-02
T2Any lab's FLI existential-safety grade rises above D+lab_safety_grades 0.25 → 0.402026-12-31
T3METR's doubling rate decelerates in two consecutive periodscapability score falls2026-12-31
T4US state AI enactment rate for a completed year exceeds 20%enacted_regulation 0.12 → 0.20+2027-01-31
T5Any of the five biggest spenders cuts AI capex guidancecapex falls below 1.9×2026-10-31
T6A second frontier lab states an incident-triggered slowdown, or OpenAI quantifies its own (named programme paused, dated resumption condition)lab_self_restraint 0.2 → 0.42026-12-31
T7OpenAI's promised full postmortem lands with a verifiable dated restriction on evaluation scope or agent permissionslab_self_restraint up; may justify a containment track2026-11-30

What the Black Hat incident says about the capability track

The most striking capability datapoint of the year is not in the core, and under the method's own rules it should not be: weeks of coherent multi-agent operation, novel zero-day chaining, and a single pod escalated to cluster admin across multiple clusters in under 13 hours. None of that carries a clean %.

capability_doubling rests on METR's task-horizon doubling rate, which is the right choice — METR itself says the level is not robustly measurable above 16 hours, and the June 2026 run produced 11.3 hr / 71 hr / >270 hr depending on how detected eval-gaming is scored. But the incident is evidence that the level is understated by more than the method can express, and that the thing being measured (one agent, one task, one horizon) may be the wrong unit now that capability can belong to a population.

Not fixed by inventing a number. Recorded here as the leading candidate for what v2 needs to represent, and as a live example of the method's central trade: excluding un-measurable tracks keeps it honest and makes it blind in exactly the places that matter most.

The structural finding worth publishing

Seven accelerant tracks carry clean numbers; only three brake tracks do. That asymmetry is not a defect of this method — it is a fact about the world, and it is arguably the most publishable thing here. Accelerants are measurable because companies report revenue and capex quarterly and benchmarks publish boards. Brakes are hard to measure because enacted, enforced regulation is rare, slow, and counted differently by every tracker (2025 US enactments span 73 / 145 / 159 depending on who is counting).

So an index of this kind will structurally tend to read high, because the accelerant side is instrumented and the brake side is not. That is worth stating on the public page — it is a caveat that makes the instrument more credible, not less.

Governance

About this page

Maintained by Karl Herbst as part of Wireframe News, which covers how power concentrates across politics, AI, war and the future of work. Free to cite and quote with attribution (CC BY 4.0). Corrections and additions: wireframenews.com.

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