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          "detail": "2023 HBM retrospective proxy reconstruction acquired 2026-07-10; not point-in-time evidence"
        },
        "capital_commitment": {
          "knowledge_time": "2026-07-10T00:00:00",
          "source_url": "docs/adr/0081-ai-supercycle-binding-constraint.md",
          "evidence_class": "retrospective_proxy",
          "detail": "2023 HBM retrospective proxy reconstruction acquired 2026-07-10; not point-in-time evidence"
        },
        "committed_pipeline": {
          "knowledge_time": "2026-07-10T00:00:00",
          "source_url": "docs/adr/0081-ai-supercycle-binding-constraint.md",
          "evidence_class": "retrospective_proxy",
          "detail": "2023 HBM retrospective proxy reconstruction acquired 2026-07-10; not point-in-time evidence"
        },
        "supply_cycle_gate": {
          "knowledge_time": "2026-07-10T00:00:00",
          "source_url": "docs/adr/0081-ai-supercycle-binding-constraint.md",
          "evidence_class": "retrospective_proxy",
          "detail": "2023 HBM retrospective proxy reconstruction acquired 2026-07-10; not point-in-time evidence"
        },
        "chokepoint_tension": {
          "knowledge_time": "2026-07-10T00:00:00",
          "source_url": "docs/adr/0081-ai-supercycle-binding-constraint.md",
          "evidence_class": "retrospective_proxy",
          "detail": "2023 HBM retrospective proxy reconstruction acquired 2026-07-10; not point-in-time evidence"
        },
        "relief_window_tension": {
          "knowledge_time": "2026-07-10T00:00:00",
          "source_url": "docs/adr/0081-ai-supercycle-binding-constraint.md",
          "evidence_class": "retrospective_proxy",
          "detail": "2023 HBM retrospective proxy reconstruction acquired 2026-07-10; not point-in-time evidence"
        }
      }
    }
  ]
}