{"schema_version":"1.0","source":"The Grid — thegridco.ai","id":"2026-08-14-gap-composition-narration-sweep","filed":"2026-08-16","doc_ref":"docs/corrections/2026-08-14-gap-composition-narration-sweep.md","reason_codes":{"narration_absence_as_stillness":"Absence of a like-for-like measurement narrated as the print's stillness while the print moved on intra-panel repricing; values stand.","narration_matched_pair_as_session_delta":"The 7-day matched-pair (like-for-like) figure narrated as the session's own move; values stand.","narration_composition_as_price":"Panel-composition change narrated as price behaviour; values stand, narration corrected by annotation."},"correction_url":"https://thegridco.ai/api/print/corrections/2026-08-14-gap-composition-narration-sweep","records":[{"print_date":"2026-07-30","print_url":"https://thegridco.ai/api/print/2026-07-30","series_id":"gap_h100_spot","reason_code":"narration_absence_as_stillness","filed":"2026-08-16","value_restated":false,"original":"\"GAP-H100 assessed spot holds at $2.45/hr — a zero-delta session for the executable-ask leg\" · \"GAP-H100 $2.45/hr unchanged\" · \"today's static GAP-H100 assessed ask is a pause in the catch-up cycle\".","corrected":"Composition unchanged; Vast.ai's availability-verified ask fell $2.4292 → $2.2027 (−9.3%) day-over-day, reverting the prior session's spike. The 7-day matched window crossed the declared 2026-07-24 GAP v3 re-base — a re-base echo, not a market measure — so no honest like-for-like existed; that absence was rendered as stillness. Values stand as printed.","print_move":"$2.5596 → $2.4463 (−$0.1132, −4.42%)"},{"print_date":"2026-08-01","print_url":"https://thegridco.ai/api/print/2026-08-01","series_id":"gap_h100_spot","reason_code":"narration_matched_pair_as_session_delta","filed":"2026-08-16","value_restated":false,"original":"Register: \"Compute Supply — firm · rose +1.5%\".","corrected":"The +1.5% is the like-for-like 7-day matched-pair measure (+1.51%, window 2026-07-25→2026-08-01) — coincidentally also Vast.ai's own day move (+1.50%) — attributed to the session's print without its label; the print's own move was +0.67%. The prose narration (\"moved to $2.46/hr … a +$0.01 increment\") was correct; the register line alone misattributed. Values stand as printed.","print_move":"$2.4460 → $2.4625 (+$0.0165, +0.67%)"},{"print_date":"2026-08-02","print_url":"https://thegridco.ai/api/print/2026-08-02","series_id":"gap_h100_spot","reason_code":"narration_composition_as_price","filed":"2026-08-14","value_restated":false,"original":"\"GAP-H100 assessed spot holds at $2.69/hr\" · \"GAP-H100 returns to zero-delta after the prior session's fractional +$0.01 increment\" · register \"balanced · unchanged\".","corrected":"Vast.ai published no availability-verified offers; the panel narrowed to RunPod alone — a provider static at $2.69 across its entire stored history. The print rose to the sole remaining provider's posted price by panel re-composition. No like-for-like measurement was available; \"zero-delta\" was not a finding, it was the absence of one. Values stand as printed.","print_move":"$2.4625 → $2.6900 (+$0.2275, +9.24%)"},{"print_date":"2026-08-04","print_url":"https://thegridco.ai/api/print/2026-08-04","series_id":"gap_h100_spot","reason_code":"narration_composition_as_price","filed":"2026-08-14","value_restated":false,"original":"\"GAP-H100 assessed spot held at $2.54/hr — zero delta on the session, with the assessed executable-ask composite unchanged\" · register \"balanced · flat\".","corrected":"Vast.ai returned to the bookable panel after two sessions absent; the composite moved down from the single-provider $2.69 as the panel re-widened. Like-for-like, Vast's H100 SXM 80GB ask returned at $2.3892, +5.3% above its last observation (2026-08-01) — the only price movement in the panel, upward, inside a downward composition move. Values stand as printed.","print_move":"$2.6900 → $2.5396 (−$0.1504, −5.59%)"},{"print_date":"2026-08-05","print_url":"https://thegridco.ai/api/print/2026-08-05","series_id":"gap_h100_spot","reason_code":"narration_composition_as_price","filed":"2026-08-14","value_restated":false,"original":"\"GAP-H100 assessed spot holds at $2.69/hr — zero delta for a second consecutive session\" · register \"balanced · unchanged\".","corrected":"Vast.ai absent again; the panel narrowed to the static sole provider and the print rose to its posted price by re-composition. \"Second consecutive zero-delta session\" was false on both counts — the prior session's print moved −5.59%, and this session's moved +5.92%. Values stand as printed.","print_move":"$2.5396 → $2.6900 (+$0.1504, +5.92%)"},{"print_date":"2026-08-08","print_url":"https://thegridco.ai/api/print/2026-08-08","series_id":"gap_h100_spot","reason_code":"narration_absence_as_stillness","filed":"2026-08-16","value_restated":false,"original":"\"GAP-H100 assessed spot is unchanged at $2.45/hr — a zero-delta session following yesterday's +1.5% discrete step up\" · register \"BALANCED · edged up +0.0%\".","corrected":"Composition unchanged; Vast.ai's ask fell $2.2693 → $2.2008 (−3.0%). The \"zero delta\" is the like-for-like 7-day measure (0.00%, window 2026-08-01→2026-08-08) narrated as the session's stillness without its label; \"yesterday's +1.5% discrete step up\" restates the corrected 2026-08-07 misstatement. Values stand as printed.","print_move":"$2.4797 → $2.4454 (−$0.0343, −1.38%)"},{"print_date":"2026-08-09","print_url":"https://thegridco.ai/api/print/2026-08-09","series_id":"gap_h100_spot","reason_code":"narration_absence_as_stillness","filed":"2026-08-16","value_restated":false,"original":"\"GAP-H100 assessed spot … holds at $2.48/hr — a +0.0% delta for the session\" · \"With GAP-H100 static, any basis movement in this session is fully attributed to OCPI velocity\".","corrected":"Composition unchanged; Vast.ai's ask rose $2.2008 → $2.2687 (+3.1%). The narration quoted the print's new level while claiming a zero delta. No like-for-like measure existed (Vast absent at the baseline end of the 2026-08-02→2026-08-09 window); that absence was rendered as stillness. Values stand as printed.","print_move":"$2.4454 → $2.4793 (+$0.0339, +1.39%)"},{"print_date":"2026-08-10","print_url":"https://thegridco.ai/api/print/2026-08-10","series_id":"gap_h100_spot","reason_code":"narration_absence_as_stillness","filed":"2026-08-16","value_restated":false,"original":"\"GAP-H100 assessed spot holds at $2.24/hr — zero delta, a second consecutive pause following the prior discrete step-up sequence\" · \"GAP-H100 holds, second consecutive flat session\".","corrected":"Composition unchanged; Vast.ai's ask fell $2.2687 → $1.7872 (−21.2%) day-over-day. The narration quoted the collapsed level while claiming stillness, and \"second consecutive pause\" was false on both counts — the prior session's print rose +1.39% and this session's fell −9.71% (the largest misstatement in the swept window). No like-for-like measure existed; that absence was rendered as stillness. Values stand as printed.","print_move":"$2.4793 → $2.2386 (−$0.2407, −9.71%)"},{"print_date":"2026-08-12","print_url":"https://thegridco.ai/api/print/2026-08-12","series_id":"gap_h100_spot","reason_code":"narration_composition_as_price","filed":"2026-08-14","value_restated":false,"original":"SIGNALS \"GAP-H100 … printed: $2.69/hr [daily print, arrived today]\" · register \"balanced · unchanged\".","corrected":"Vast.ai published no availability-verified offers; the panel narrowed to RunPod alone and the print rose to the static provider's posted price by re-composition. No like-for-like measurement available. Values stand as printed.","print_move":"$2.5802 → $2.6900 (+$0.1098, +4.25%)"},{"print_date":"2026-08-13","print_url":"https://thegridco.ai/api/print/2026-08-13","series_id":"gap_h100_spot","reason_code":"narration_composition_as_price","filed":"2026-08-14","value_restated":false,"original":"\"GAP-H100 assessed spot holds at $2.45/hr — zero delta from yesterday.\"","corrected":"Vast.ai returned to the bookable panel; the composite moved down from the single-provider $2.69 as the panel re-widened. Like-for-like, Vast's H100 SXM 80GB ask returned at $2.2027, −10.8% below its 2026-08-11 observation ($2.4705) — real downward price movement arriving inside the composition transition, which the \"zero delta\" narration erased entirely. Values stand as printed.","print_move":"$2.6900 → $2.4463 (−$0.2437, −9.06%)"}]}