# Narrated Bellman Shadow Pricing — transcript

This is the accessible dialogue transcript for the separate offline-Piper narrated edition.
The locked silent proof-film remains available independently. Captions use canonical research
names; pronunciation-only synthesis text is recorded separately in `script.json`.

## 00:00.200–00:02.801 · Matt

Compitum routes under hard resource limits.

## 00:03.150–00:06.203 · Matt

It had shadow prices, but did not let them choose.

## 00:07.100–00:11.280 · Ellie

FabricPC asked: can hidden scarcity become a routing price?

## 00:11.650–00:14.738 · Ellie

The proposed chain ended with price choosing action.

## 00:15.150–00:16.613 · Matt

But the final link broke.

## 00:17.000–00:22.190 · Matt

Even exact belief failed when one local price was multiplied by a lumpy action.

## 00:22.550–00:27.697 · Matt

The predictor was not the whole problem. The steering rule itself was wrong.

## 00:28.200–00:30.557 · Ellie

The correction prices the whole action.

## 00:30.750–00:34.790 · Ellie

It compares future value before spending with future value after spending.

## 00:35.000–00:40.689 · Ellie

The discrete unit charges telescope to the same two lookups: exact charge, not a tangent.

## 00:42.150–00:47.618 · Matt

Immediate utility minus action charge now ranks choices exactly like Bellman.

## 00:48.150–00:52.542 · Matt

Certified choices and utility matched. Mismatches: zero.

## 00:54.050–00:55.571 · Ellie

Belief still matters.

## 00:56.000–01:02.513 · Ellie

At one reachable state, belief point zero five selects spend; point two zero selects opportunity.

## 01:02.850–01:05.961 · Ellie

This proves an action change, not the threshold.

## 01:06.300–01:09.748 · Matt

The fixed FabricPC predictor did not clear its gate.

## 01:10.000–01:16.269 · Matt

Predictive coding tied backprop at point three one four: fifteen point four percent of the recoverable gap.

## 01:17.050–01:20.220 · Ellie

The intervention restored exact action pricing.

## 01:20.650–01:23.649 · Ellie

The model lost. The experiment succeeded.

## Pronunciation review

- Public captions retain `FabricPC`; Piper receives “Fabric P C”.
- Public captions retain `backprop`; Piper receives “back prop”.
- Decimal results are spoken digit-by-digit as “point three one four” and “fifteen point four percent”.
- Sentence timing was reviewed for non-overlap and scene alignment; the final contact-card hold is silent.

## Accessibility note

Matt and Ellie alternate by conceptual section. The dialogue describes the missing mechanism,
the FabricPC intervention, the scalar price-to-action defect, exact Bellman reconstruction,
certified equivalence, the belief-sensitive action change, and the split model/program verdict.