docs(planning): expand authority substrate outreach plan and checklists with full content

docs/planning/ANTHROPIC-AUTHORITY-SUBSTRATE-CHECKLIST.md

@@ -1,7 +1,127 @@
-# Anthropic Authority Substrate Checklist
+# Anthropic Authority Substrate Readiness Checklist
 
-Status: Planning / execution checklist  
-Date: 2026-06-11  
-Parent index: `docs/planning/AUTHORITY-SUBSTRATE-OUTREACH-PLAN.md`
+Status: Active
 
-This checklist organizes the Anthropic-facing execution path around the merged Claude-to-CORE Hybrid Verification Demo. The goal is to produce an evidence-backed packet that can be reviewed by Anthropic safety, agent infrastructure, MCP,
+---
+
+# Phase 1 — Proof Capture
+
+[ ] Final #687 post-merge verification report
+
+[ ] Capture:
+- merge SHA
+- CI checks
+- smoke status
+- lane SHA status
+
+[ ] Create proof-stack summary for:
+- #684
+- #685
+- #686
+- #687
+
+[ ] Freeze demo artifacts
+
+---
+
+# Phase 2 — Demo Evidence
+
+[ ] Capture verified scenario
+
+[ ] Capture refused disagreement scenario
+
+[ ] Capture ASK scenario
+
+[ ] Capture outside-envelope refusal scenario
+
+[ ] Capture invalid smuggling scenario
+
+[ ] Save terminal outputs
+
+[ ] Save screenshots
+
+[ ] Produce evidence packet
+
+---
+
+# Phase 3 — Documentation
+
+[ ] Update executive deck
+
+[ ] Update whitepaper
+
+[ ] Update security architecture
+
+[ ] Update partnership memo
+
+[ ] Create executive summary
+
+---
+
+# Phase 4 — Research Paper
+
+[ ] Claim audit
+
+[ ] Related work expansion
+
+[ ] SaaS/on-prem section
+
+[ ] #687 implementation artifact section
+
+[ ] Future demo roadmap
+
+[ ] arXiv packaging
+
+---
+
+# Phase 5 — Outreach
+
+[ ] Daniela email final
+
+[ ] Technical reviewer email
+
+[ ] Follow-up sequence
+
+[ ] Contact package assembled
+
+---
+
+# Phase 6 — Red Team
+
+[ ] Anthropic Safety review
+
+[ ] MCP review
+
+[ ] IPO/legal-risk review
+
+[ ] Skeptical academic review
+
+[ ] Overclaim audit
+
+---
+
+# Phase 7 — Next Demo
+
+[ ] Tool Authority Demo design
+
+[ ] Tool Authority Demo implementation
+
+[ ] Tool Authority Demo review
+
+[ ] Tool Authority Demo evidence packet
+
+---
+
+# Exit Criteria
+
+Ready when:
+
+[ ] Packet complete
+
+[ ] Demo evidence complete
+
+[ ] Paper complete
+
+[ ] Objections answered
+
+[ ] Outreach package assembled

docs/planning/AUTHORITY-SUBSTRATE-OUTREACH-PLAN.md

@@ -1,8 +1,238 @@
-# Authority Substrate Outreach Plan
+# CORE Authority Substrate Outreach Plan
 
-Status: Planning / execution checklist  
-Owner: AssetOverflow CORE  
-Date: 2026-06-11  
-Scope: Anthropic readiness, xAI/Tesla-adjacent readiness, robotics/embodied-authority readiness, and shared CORE authority-substrate evidence.
+Last Updated: 2026-06-11
 
-This document is the master index for the CORE authority-substrate outreach and demo strategy after the merged Claude-to-CORE Hybrid Verification Demo. It intentionally does **not** create
+---
+
+# Mission
+
+Prepare CORE for serious engagement with:
+
+1. Anthropic
+2. xAI
+3. Tesla
+4. SpaceX-adjacent AI organizations
+5. Frontier-model safety researchers
+6. Infrastructure and agent-platform teams
+
+The goal is not marketing.
+
+The goal is to demonstrate that:
+
+- stochastic intelligence does not require stochastic authority
+- frontier models can remain semantic engines
+- deterministic authority boundaries can govern verification, refusal, ASK, tool use, and future embodied actions
+- replayable traces provide auditable evidence of the decision path
+
+---
+
+# Core Thesis
+
+CORE is not competing with frontier models.
+
+CORE is a deterministic authority substrate.
+
+The model proposes.
+
+The substrate decides.
+
+The trace proves.
+
+---
+
+# Current Demonstrated State
+
+## PR #684
+
+Semantic-state ledger reland.
+
+Proves:
+
+- semantic-state representation separated from authority surfaces
+- behavior-preserving refactor
+- verifier/pool remain sole commit authority
+
+---
+
+## PR #685
+
+Candidate-source boundary.
+
+Proves:
+
+- ledger-to-candidate generation isolated behind a formal boundary
+- future semantic-state work can proceed without authority leakage
+
+---
+
+## PR #686
+
+Replay/provenance equivalence harness.
+
+Proves:
+
+- 937-problem canonical trace artifact
+- replay-faithfulness checks
+- authority-violation detection
+- durable equivalence evidence
+
+---
+
+## PR #687
+
+Claude-to-CORE Hybrid Verification Demo.
+
+Proves:
+
+- model proposal can be separated from authority
+- verified / refused / ask / invalid outcomes
+- deterministic artifact validation
+- tamper-sensitive behavior
+- no proposer execution authority
+
+---
+
+# Outreach Tracks
+
+## Track A — Anthropic
+
+Focus:
+
+- safety
+- trust
+- MCP
+- agent reliability
+- authority boundaries
+- auditable traces
+
+Deliverables:
+
+- executive summary
+- updated deck
+- hybrid verification demo packet
+- research paper
+- objections and responses
+
+---
+
+## Track B — xAI
+
+Focus:
+
+- truth-seeking AI
+- epistemic states
+- deterministic verification
+- local authority boundaries
+
+Deliverables:
+
+- xAI one-pager
+- truth-seeking framing memo
+- epistemic-state demo roadmap
+
+---
+
+## Track C — Tesla / Embodied Systems
+
+Focus:
+
+- embodied authority
+- local execution authority
+- deterministic action gating
+- replayable transitions
+
+Deliverables:
+
+- embodied-authority research memo
+- simulation-only authority demo
+- transition-admission model
+
+---
+
+# Demo Roadmap
+
+Completed:
+
+- Hybrid Verification Demo (#687)
+
+Planned:
+
+1. Tool Authority Demo
+2. Embodied Authority Simulation Demo
+3. SaaS-Control / On-Prem-Authority Demo
+4. Domain Admission Demo
+
+---
+
+# Research Roadmap
+
+1. Authority substrates
+2. Tool authority
+3. Epistemic-state systems
+4. Embodied authority
+5. Distributed authority boundaries
+6. Human-in-the-loop authority transitions
+
+---
+
+# Documentation Roadmap
+
+1. Executive summary
+2. Research paper v0.2
+3. Demo evidence packet
+4. Security architecture update
+5. Anthropic packet
+6. xAI packet
+7. Embodied authority memo
+
+---
+
+# Model Allocation Strategy
+
+Fable:
+
+- architecture
+- red-team review
+- multimodal planning
+- embodied authority design
+
+Sonnet:
+
+- implementation
+- documentation
+- reviews
+- verification
+
+Opus:
+
+- audits
+- deep reviews
+- merge recommendations
+
+ChatGPT:
+
+- strategy
+- packet shaping
+- outreach framing
+
+---
+
+# Success Criteria
+
+Anthropic:
+
+- technical review conversation
+- partnership exploration
+- research discussion
+
+xAI:
+
+- technical review
+- truth-seeking discussion
+- embodied-authority interest
+
+Research:
+
+- arXiv-quality paper
+- reproducible demos
+- auditable artifacts

docs/planning/XAI-TESLA-EMBODIED-AUTHORITY-CHECKLIST.md

@@ -1,11 +1,115 @@
 # xAI / Tesla Embodied Authority Checklist
 
-Status: Planning / execution checklist  
-Date: 2026-06-11  
-Parent index: `docs/planning/AUTHORITY-SUBSTRATE-OUTREACH-PLAN.md`
+Status: Active
 
-This checklist organizes the xAI, X, Tesla, and robotics-adjacent outreach lane. The center of this lane is truth-seeking AI, epistemic authority, local authority boundaries, and careful embodied-systems safety framing. It is not a deployment plan for a robot controller.
+---
 
-## 1. Core Thesis
+# Mission
 
-Primary
+Prepare a second outreach lane focused on:
+
+- truth-seeking AI
+- epistemic authority
+- tool authority
+- embodied authority
+- local execution authority
+
+---
+
+# Phase 1 — Positioning
+
+[ ] Create xAI one-pager
+
+[ ] Create truth-seeking memo
+
+[ ] Create local-authority memo
+
+[ ] Create embodied-authority memo
+
+---
+
+# Phase 2 — Research
+
+[ ] Formalize embodied authority definition
+
+[ ] Formalize transition admission model
+
+[ ] Define authorized / ask / refused / safe-stop states
+
+[ ] Define replayable transition traces
+
+[ ] Define local authority boundary
+
+---
+
+# Phase 3 — Demo Design
+
+Simulation only.
+
+No robotics controller claims.
+
+No deployment claims.
+
+[ ] Design embodied-authority demo
+
+[ ] Define scene-state schema
+
+[ ] Define proposed-action schema
+
+[ ] Define authority outcomes
+
+[ ] Define trace artifact format
+
+[ ] Define tamper-evidence checks
+
+---
+
+# Phase 4 — Demo Scenarios
+
+[ ] Authorized low-risk transition
+
+[ ] Confirmation-required transition
+
+[ ] Unsafe transition refusal
+
+[ ] State-conflict refusal
+
+[ ] Invalid authority smuggling
+
+---
+
+# Phase 5 — Documentation
+
+[ ] xAI packet
+
+[ ] Tesla packet
+
+[ ] Research memo
+
+[ ] Demo evidence packet
+
+---
+
+# Phase 6 — Outreach
+
+[ ] xAI outreach draft
+
+[ ] Technical reviewer draft
+
+[ ] Objection handling
+
+[ ] FAQ
+
+---
+
+# Exit Criteria
+
+Ready when:
+
+[ ] Research complete
+
+[ ] Demo complete
+
+[ ] Evidence packet complete
+
+[ ] Outreach package complete