Glasshouse rehearses decisions against a simulated public. Upload the documents behind the decision, ask how the world will react, and walk into the room with footnoted evidence, not a vibe.
| Option | 72-h cap delta | Confidence | Dominant risk |
|---|---|---|---|
| Status quo | −$10B to +$10B | LOW | Read as no AI strategy; slow bleed |
| Aggressive | −$100B to −$150B | MED | Triggers “CapEx arms race”; tail goes deeper |
| ★ Backlog-anchored | −$20B to $0B | HIGH | Anchors spend to revenue visibility |
| Staged | −$15B to $0B | MED | Read as lack of conviction |
Pick Backlog-anchored. Avoid Aggressive.
Aggressive framing forecast at −$100B to −$150B in 72 h, MED confidence, with “CapEx arms race” as the dominant destructive narrative.
~$215B erased in 90 minutes.
Alphabet shipped the Aggressive equivalent. Stock fell ~9 % after-hours; ~$165B gone by the next session close; conservative $150–$200B in the 72-h window.
What Glasshouse rehearses
The decision, not the deck, every framing pressure-tested against a simulated stakeholder field built from your own source documents.
Ask any stakeholder why: analysts, regulators, holders, activists, press, employees. Every persona traces back to a claim and a document.
Three exports, one rehearsal: markdown for the analyst, PDF for the archive, board-ready deck for Tuesday's committee.
Walk in with footnoted evidence, not a vibe.