Campaign 02 / Convergence

More choice does not necessarily create more diversity of machine decisions.

Campaign 2 asks a different question from Beat The Machine: when an agent can choose from a broad universe, how much of that apparent choice space does it actually use? InvestGame is the first measured world. PaymentGame is designed to become the second.

The hypothesis

A candidate universe can become larger without producing a proportionally broader decision surface. A model may repeatedly return to a small recurrent core because those choices are genuinely superior, because they are more salient, because the prompt or evidence architecture privileges them, or because the model carries stable priors that compress the search space.

Campaign 2 measures the narrowing first and asks about mechanism second. Similarity is evidence to explain, not proof of coordination, irrationality or harm.

Evidence state

Status
Active hypothesis
World 01
InvestGame
Observed cohorts
9
Next world
PaymentGame

The current InvestGame signal is descriptive. Prospective controls are being frozen before stronger confirmation claims are allowed.

World 01 · InvestGame

A broad universe. A narrow recurring core.

The authoritative schedule contains nine frozen ChatGPT Fund portfolios of eleven stocks each. Across 99 occupied portfolio slots, only 20 distinct tickers appear. The current eligible universe contains 174 names, although historical cohort-specific universe snapshots still need to be reconstructed and hash-bound before we promote inferential null comparisons.

Distinct names

20

Across 99 selection slots.

Mean next-cohort overlap

8 / 11

Observed overlaps: 8, 7, 7, 8, 8, 9, 8, 9.

Mean weighted overlap

67.1%

Shared allocation mass between consecutive cohorts.

Persistent core

71.2%

Mean portfolio weight held by the eight most recurrent names.

The recurrent core

MSFT

9/9 cohorts

NVDA

9/9 cohorts

AMZN

8/9 cohorts

GOOGL

8/9 cohorts

META

8/9 cohorts

JPM

8/9 cohorts

AVGO

8/9 cohorts

LLY

7/9 cohorts

MSFT and NVDA appear in every frozen cohort. AMZN, GOOGL, META, JPM and AVGO appear in eight of nine; LLY appears in seven. The pattern is strong enough to motivate a research fork, but not strong enough to identify its cause without controls.

What would explain it?

The most important competitor to the convergence hypothesis is not uniform randomness. A large-cap advisory process may rationally favour familiar, liquid and information-rich companies. Campaign 2 therefore requires multiple nulls: uniform selection, sector-matched selection, a market-cap and salience-conditioned baseline, and a transparent systematic benchmark.

The question is whether a residual attractor remains after those explanations are made explicit.

Prospective protocol

The official ChatGPT Fund remains unchanged. Future cohorts must freeze the exact eligible universe, candidate order, evidence snapshot, model identity, prompt hashes, memory/RAG/tool state and raw output before outcomes are observed.

Separately, the Convergence Lab will run independent memory-free replicas on the same frozen snapshot. The default target is 20 canonical runs per future selection point, followed only afterwards by controlled perturbations such as candidate-order randomization, prompt paraphrase and, where defensible, brand masking or a second model family.

World 02 · PaymentGame

PaymentGame gives the hypothesis a harder test. A product agent can appear to search thousands of items while repeatedly exposing the same brands, sellers or machine-readable products. Campaign 2 will reuse the measurement grammar — coverage, concentration, recurrence and effective choice count — without pretending that stock selection and purchasing are the same problem.

The cross-domain question is simple: does expanding what the machine may choose also expand what people are actually shown?

Scientific context

The programme sits beside established work on algorithmic monoculture and newer evidence on LLM investment convergence, large-cap preference, recommendation variability and popularity bias. Those studies motivate controls; they do not substitute for our own frozen evidence.

Inspect the evidence

The first public artifact is intentionally small: enough to reproduce the descriptive counts, not enough to imply a causal mechanism that has not yet been tested.

Research boundary. The current result establishes temporal concentration in one documented advisory workflow. It does not prove algorithmic monoculture, causal herding, inferior recommendations or systemic harm. Those are separate hypotheses that require prospective controls and, eventually, evidence from another decision world.