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Paper Citation Record · LEDGER

Anchoring AI Capabilities in Market Valuations: The Capability Realization Rate Model and Valuation Misalignment Risk

As of 21 August 2026, this Paper Citation Record lists 31 of 31 outbound references and 1 inbound Pith citation observation for arXiv:2505.10590.

A citation records a reference. It does not transfer a finding from one paper to another.

pith.paper-citation-record.v1
2505.10590 v2

Coverage vector

measured 31 of 31 reference resolution

Typed states for the displayed outbound observations.

Source: paper_references, paper_reference_links, observed 2026-08-15T21:27:11.141956Z

measured 32 of 32 standing notices

One-hop event checks from named stored sources.

Source: scholarly_work_events, retraction_status_cache, observed 2026-08-21T06:32:19.484+00:00

measured 1 of 1 inbound itemization

Pith citing papers itemized under the disclosed page cap.

Source: paper_references, paper_reference_links, observed 2026-08-06T21:56:22.835853Z

measured 0 of 1 external citation measurements

A source-named dated measurement, never combined with another source.

Source: pith, observed 2026-08-06T21:56:24.566888Z

Reference resolution

31 of 31 outbound references displayed

  • verified exact0
  • verified fuzzy24
  • unresolved7
  • parse uncertain0
  • malformed identifier0
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External citation measurements

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Outbound references

Observation 4ff55879-5547-4e94-85db-6efece881ec8 · outbound

This paper cites an unresolved cited work.

Anchoring AI Capabilities in Market Valuations: The Capability Realization Rate Model and Valuation Misalignment Risk Unresolved cited work

Reference 1

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Source-reported events for the cited work

No event found in the named queried sources as of 2026-08-21T06:32:19.484+00:00.

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Observation 21424d59-5772-4c9b-93cd-d528c82b0684 · outbound

This paper cites an unresolved cited work.

Anchoring AI Capabilities in Market Valuations: The Capability Realization Rate Model and Valuation Misalignment Risk Unresolved cited work

Reference 2

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No event found in the named queried sources as of 2026-08-21T06:32:19.484+00:00.

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Observation f4c6d6e8-8632-451c-87e1-1b0e1daf85fa · outbound

This paper cites an unresolved cited work.

Anchoring AI Capabilities in Market Valuations: The Capability Realization Rate Model and Valuation Misalignment Risk Unresolved cited work

Reference 3

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Source-reported events for the cited work

No event found in the named queried sources as of 2026-08-21T06:32:19.484+00:00.

source=pdf_text observed=2026-08-15T21:27:11.040336Z digest=sha256:89b048672a113b85f579e09404937f5403ead4ec7d3a58b3d1f2f95f1094ca13

Observation 6ba86d20-bf35-430f-a54b-34099a2b84a8 · outbound

This paper cites an unresolved cited work.

Anchoring AI Capabilities in Market Valuations: The Capability Realization Rate Model and Valuation Misalignment Risk Unresolved cited work

Reference 4

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No event found in the named queried sources as of 2026-08-21T06:32:19.484+00:00.

source=pdf_text observed=2026-08-15T21:27:11.044208Z digest=sha256:be30594f9098aaad2ca28f9d3cc585b7e1ee8b7223a24281b3456bd88498492b

Observation a7da96d3-4ab3-4444-b38c-5c4914710126 · outbound

This paper cites an unresolved cited work.

Anchoring AI Capabilities in Market Valuations: The Capability Realization Rate Model and Valuation Misalignment Risk Unresolved cited work

Reference 5

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No event found in the named queried sources as of 2026-08-21T06:32:19.484+00:00.

source=pdf_text observed=2026-08-15T21:27:11.048104Z digest=sha256:7e21dfd0ca8d7b410ad893b91644aba12d36ccc4833738854cd3c763f9a039fe

Observation 3ba2e006-f0cf-4991-ad10-fd28fef0a2e1 · outbound

This paper cites an unresolved cited work.

Anchoring AI Capabilities in Market Valuations: The Capability Realization Rate Model and Valuation Misalignment Risk Unresolved cited work

Reference 6

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Source-reported events for the cited work

No event found in the named queried sources as of 2026-08-21T06:32:19.484+00:00.

source=pdf_text observed=2026-08-15T21:27:11.051868Z digest=sha256:ee72732ee6e5d2f8c5f135c52a4e615d7feaf7a4a523554578d2ca60f72e991a

Observation 5f26cb80-3521-4263-90ae-a8fcc92da264 · outbound

This paper cites an unresolved cited work.

Anchoring AI Capabilities in Market Valuations: The Capability Realization Rate Model and Valuation Misalignment Risk Unresolved cited work

Reference 7

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Source-reported events for the cited work

No event found in the named queried sources as of 2026-08-21T06:32:19.484+00:00.

source=pdf_text observed=2026-08-15T21:27:11.055890Z digest=sha256:6271939ecbc0748d9a3a1367e3820855ef69a12ad9a31c7eecdee19ca2ddbbec

Observation ca0b4215-864d-4380-81ca-802ef138f83c · outbound

This paper cites very positive.

Anchoring AI Capabilities in Market Valuations: The Capability Realization Rate Model and Valuation Misalignment Risk very positive

Reference 8

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Source-reported events for the cited work

No event found in the named queried sources as of 2026-08-21T06:32:19.484+00:00.

source=pdf_text observed=2026-08-15T21:27:11.059793Z digest=sha256:276f113215906fff986064f8d32063edca4d65032475bb302ef084d5b4fa8f74

Observation 50954384-0b49-45cd-a362-d2ba132e5da8 · outbound

This paper cites Adobe shares plunge amid ai monetization concerns.

Anchoring AI Capabilities in Market Valuations: The Capability Realization Rate Model and Valuation Misalignment Risk Adobe shares plunge amid ai monetization concerns

Reference 9

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Source-reported events for the cited work

No event found in the named queried sources as of 2026-08-21T06:32:19.484+00:00.

source=pdf_text observed=2026-08-15T21:27:11.063205Z digest=sha256:e17aa566cd17250803cf7ccdb540903970282c60407fe584bfb272bd7bf21150

Observation 39106dc2-c4ba-441d-a2af-f34e89ee82dd · outbound

This paper cites Nvidia stock surges off huge ai-focused earnings report, May 2023.

Anchoring AI Capabilities in Market Valuations: The Capability Realization Rate Model and Valuation Misalignment Risk Nvidia stock surges off huge ai-focused earnings report, May 2023

Reference 10

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Source-reported events for the cited work

No event found in the named queried sources as of 2026-08-21T06:32:19.484+00:00.

source=pdf_text observed=2026-08-15T21:27:11.066888Z digest=sha256:a8b53de02eabd598b3df8d360aaefd9ad72733e214fdc60a1c91429084c65afc

Observation fd5572a4-e364-4b2b-ad40-4cbf66fd1a41 · outbound

This paper cites Nvidia becomes first company to surpass $4 trillion in market valuation.

Anchoring AI Capabilities in Market Valuations: The Capability Realization Rate Model and Valuation Misalignment Risk Nvidia becomes first company to surpass $4 trillion in market valuation

Reference 11

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Source-reported events for the cited work

No event found in the named queried sources as of 2026-08-21T06:32:19.484+00:00.

source=pdf_text observed=2026-08-15T21:27:11.070605Z digest=sha256:6d4697e7cf3e9bc73ae4480b3b2212ccdb96154d51faf30f57eeadaa0ec78bb2

Observation 305d08c5-c9a6-4298-916f-b3529317bb61 · outbound

This paper cites Adobe’s ai strategy under scrutiny as revenue forecast disappoints, Mar 2025.

Anchoring AI Capabilities in Market Valuations: The Capability Realization Rate Model and Valuation Misalignment Risk Adobe’s ai strategy under scrutiny as revenue forecast disappoints, Mar 2025

Reference 12

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Source-reported events for the cited work

No event found in the named queried sources as of 2026-08-21T06:32:19.484+00:00.

source=pdf_text observed=2026-08-15T21:27:11.074591Z digest=sha256:6e870a7ddf42d41cb60dedf70113d05a969a199f0c63cbde169650465fda9ac6

Observation bce58ead-a093-4669-9d88-e7e9fdcf5c6a · outbound

This paper cites Openai is reportedly worth $29 billion, Jan 2023.

Anchoring AI Capabilities in Market Valuations: The Capability Realization Rate Model and Valuation Misalignment Risk Openai is reportedly worth $29 billion, Jan 2023

Reference 13

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Source-reported events for the cited work

No event found in the named queried sources as of 2026-08-21T06:32:19.484+00:00.

source=pdf_text observed=2026-08-15T21:27:11.078567Z digest=sha256:a702d53ad904848144bb619c8a208742e27b5e87ee79a9335a785f9dc62b993d

Observation 30c2b842-3853-457f-b59c-b5e788d4ce56 · outbound

This paper cites Microsoft and openai extend partnership, Feb 2023.

Anchoring AI Capabilities in Market Valuations: The Capability Realization Rate Model and Valuation Misalignment Risk Microsoft and openai extend partnership, Feb 2023

Reference 14

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raw_fallback, observed 2026-08-15T21:27:11.378194Z

Source-reported events for the cited work

No event found in the named queried sources as of 2026-08-21T06:32:19.484+00:00.

source=pdf_text observed=2026-08-15T21:27:11.082165Z digest=sha256:9cbaf28bbff24a07da6ba6b62b4cc172ffe8eceb707ee0eb7357cc1c748010f5

Observation 70df7a7f-013f-4df6-9165-e1b84e9e7e49 · outbound

This paper cites Two-thirds of jobs are at risk: Goldman sachs a.i.

Anchoring AI Capabilities in Market Valuations: The Capability Realization Rate Model and Valuation Misalignment Risk Two-thirds of jobs are at risk: Goldman sachs a.i

Reference 15

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Source-reported events for the cited work

No event found in the named queried sources as of 2026-08-21T06:32:19.484+00:00.

source=pdf_text observed=2026-08-15T21:27:11.085733Z digest=sha256:36b96a2d5700d01662107a425acc2db531af09c0b357ab5b61335979a5e9344d

Observation f3c338c5-5115-4d0a-80e4-8c93cab5e676 · outbound

This paper cites How every s&p 500 sector performed in 2023.

Anchoring AI Capabilities in Market Valuations: The Capability Realization Rate Model and Valuation Misalignment Risk How every s&p 500 sector performed in 2023

Reference 16

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Source-reported events for the cited work

No event found in the named queried sources as of 2026-08-21T06:32:19.484+00:00.

source=pdf_text observed=2026-08-15T21:27:11.089368Z digest=sha256:36d43fb371137a181c33ec5cf26818b2634d4d2dd963887025107d7c0e4a280f

Observation 6e568e6d-4174-4915-ab57-2bc255397aac · outbound

This paper cites The role of anchoring bias in the equity market.

Anchoring AI Capabilities in Market Valuations: The Capability Realization Rate Model and Valuation Misalignment Risk The role of anchoring bias in the equity market

Reference 17

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No event found in the named queried sources as of 2026-08-21T06:32:19.484+00:00.

source=pdf_text observed=2026-08-15T21:27:11.092901Z digest=sha256:55d91627272cb426c5a5b8d5661ea08157cf524f86bb672c2d66eec7eeca9c25

Observation a6750c10-37ea-4c9c-8e07-49de9e64515f · outbound

This paper cites Narrow stock market leadership and ai hype, Jun 2023.

Anchoring AI Capabilities in Market Valuations: The Capability Realization Rate Model and Valuation Misalignment Risk Narrow stock market leadership and ai hype, Jun 2023

Reference 18

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No event found in the named queried sources as of 2026-08-21T06:32:19.484+00:00.

source=pdf_text observed=2026-08-15T21:27:11.096583Z digest=sha256:11f0f3d60afffc010629d4f9a5868bc7a822b32b819b6efb3a0fecec0ca47c46

Observation 349fae94-9e91-4b8e-932c-ab44e34b266e · outbound

This paper cites Deepseek-r1: Chinese ai model built for $6 million on nvidia h800 chips challenges u.s.

Anchoring AI Capabilities in Market Valuations: The Capability Realization Rate Model and Valuation Misalignment Risk Deepseek-r1: Chinese ai model built for $6 million on nvidia h800 chips challenges u.s

Reference 19

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Source-reported events for the cited work

No event found in the named queried sources as of 2026-08-21T06:32:19.484+00:00.

source=pdf_text observed=2026-08-15T21:27:11.099878Z digest=sha256:b3052216883f33cd543822671fb8fd91c8dccfc0d0385cfe5165d720d7356810

Observation b2ea56dd-f8a9-4b18-8162-c318a8a09ad5 · outbound

This paper cites Chatgpt-type ai stocks grow with volatility amid investment hype, Sep 2023.

Anchoring AI Capabilities in Market Valuations: The Capability Realization Rate Model and Valuation Misalignment Risk Chatgpt-type ai stocks grow with volatility amid investment hype, Sep 2023

Reference 20

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No event found in the named queried sources as of 2026-08-21T06:32:19.484+00:00.

source=pdf_text observed=2026-08-15T21:27:11.103331Z digest=sha256:cc76281290ce2a2937fcb943863b7dca4c302f40c4f6a88b19e588213e775168

Observation a720c9db-8084-4228-be0e-75e0874bf1c6 · outbound

This paper cites year of efficiency.

Anchoring AI Capabilities in Market Valuations: The Capability Realization Rate Model and Valuation Misalignment Risk year of efficiency

Reference 21

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source=pdf_text observed=2026-08-15T21:27:11.106813Z digest=sha256:55595e7e0ff72d4eb27e33d1bf021bb2f02ad33f23fb05d064fc8c2ff24190af

Observation 7804d143-9a9d-4e2e-bbe5-64a45f7c6f67 · outbound

This paper cites A closer look at magnificent seven stocks.

Anchoring AI Capabilities in Market Valuations: The Capability Realization Rate Model and Valuation Misalignment Risk A closer look at magnificent seven stocks

Reference 22

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No event found in the named queried sources as of 2026-08-21T06:32:19.484+00:00.

source=pdf_text observed=2026-08-15T21:27:11.110835Z digest=sha256:53550a63a3703bbd02331a5b689ba76d3530ee37fbb4ae5e47d4d3359de7dbcd

Observation 3898b48f-1528-42d1-a4de-65dc938a1aee · outbound

This paper cites From nonprofit to $29 billion valuation - the promise and danger of openai, Jan 2023.

Anchoring AI Capabilities in Market Valuations: The Capability Realization Rate Model and Valuation Misalignment Risk From nonprofit to $29 billion valuation - the promise and danger of openai, Jan 2023

Reference 23

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Source-reported events for the cited work

No event found in the named queried sources as of 2026-08-21T06:32:19.484+00:00.

source=pdf_text observed=2026-08-15T21:27:11.114307Z digest=sha256:e49627800f02395e44330e27e9d431ae6e4c44c259d6445664ac692430380678

Observation aa230224-cf55-489e-9e0f-8d6a422c1478 · outbound

This paper cites Openai seals tender offer with a valuation of $80 billion, Feb 2024.

Anchoring AI Capabilities in Market Valuations: The Capability Realization Rate Model and Valuation Misalignment Risk Openai seals tender offer with a valuation of $80 billion, Feb 2024

Reference 24

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No event found in the named queried sources as of 2026-08-21T06:32:19.484+00:00.

source=pdf_text observed=2026-08-15T21:27:11.117741Z digest=sha256:2a367d6d0e457002f41c0b5ee335076f2c1a9d018139f321940ad2b9ee327250

Observation 09adb3e8-9936-4547-8f8d-0207bc517dc3 · outbound

This paper cites OpenAI valued at $80 billion after deal, NYT reports.

Anchoring AI Capabilities in Market Valuations: The Capability Realization Rate Model and Valuation Misalignment Risk OpenAI valued at $80 billion after deal, NYT reports

Reference 25

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No event found in the named queried sources as of 2026-08-21T06:32:19.484+00:00.

source=pdf_text observed=2026-08-15T21:27:11.121004Z digest=sha256:dcd468de2893c9b559a8a25ae4a3d9fcd0df09863aea2cfa380f097782e6202e

Observation e69dd31a-d5e2-4227-986b-137031e6fa61 · outbound

This paper cites Openai cashes in on a.i.

Anchoring AI Capabilities in Market Valuations: The Capability Realization Rate Model and Valuation Misalignment Risk Openai cashes in on a.i

Reference 26

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Source-reported events for the cited work

No event found in the named queried sources as of 2026-08-21T06:32:19.484+00:00.

source=pdf_text observed=2026-08-15T21:27:11.124442Z digest=sha256:07e23e089b9b55d6bdca5c1540cedaa5c5615f0c925a9773a67df57a7fb22996

Observation 8a2a6f46-aa6a-42a3-9f15-a1a1c077aaf4 · outbound

This paper cites The bear case for ai, Jul 2024.

Anchoring AI Capabilities in Market Valuations: The Capability Realization Rate Model and Valuation Misalignment Risk The bear case for ai, Jul 2024

Reference 27

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Source-reported events for the cited work

No event found in the named queried sources as of 2026-08-21T06:32:19.484+00:00.

source=pdf_text observed=2026-08-15T21:27:11.127862Z digest=sha256:6309ccad942c57472658d8cd4eb5782ed2db8f8463cd80dc994a2bfc137d2660

Observation 8a75132c-3de0-44da-94fa-ff04442957cd · outbound

This paper cites Ai stocks rally in latest wall street craze sparked by chatgpt.

Anchoring AI Capabilities in Market Valuations: The Capability Realization Rate Model and Valuation Misalignment Risk Ai stocks rally in latest wall street craze sparked by chatgpt

Reference 28

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Source-reported events for the cited work

No event found in the named queried sources as of 2026-08-21T06:32:19.484+00:00.

source=pdf_text observed=2026-08-15T21:27:11.130973Z digest=sha256:adf601a170a0a89a14d7652212d8f6dc5675f259629bb1f035cdd2f88a54cf4f

Observation bd16ac71-8a54-4546-87de-76cd3615c125 · outbound

This paper cites Siddarth.

Anchoring AI Capabilities in Market Valuations: The Capability Realization Rate Model and Valuation Misalignment Risk Siddarth

Reference 29

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Source-reported events for the cited work

No event found in the named queried sources as of 2026-08-21T06:32:19.484+00:00.

source=pdf_text observed=2026-08-15T21:27:11.134600Z digest=sha256:e408851abf0c5973109a07bad318cad430734500ef09db47f8be3d51c19bcedb

Observation 18113569-d8f7-467d-9e4b-4bc2f54dac80 · outbound

This paper cites Ai could replace equivalent of 300 million jobs - report, Mar 2023.

Anchoring AI Capabilities in Market Valuations: The Capability Realization Rate Model and Valuation Misalignment Risk Ai could replace equivalent of 300 million jobs - report, Mar 2023

Reference 30

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Source-reported events for the cited work

No event found in the named queried sources as of 2026-08-21T06:32:19.484+00:00.

source=pdf_text observed=2026-08-15T21:27:11.138493Z digest=sha256:f80bd03f4b2c7c2cb440b346c1b50a53cbb6b7283f6e9132ffeaf9041a47fdfd

Observation cd27a7ab-92d7-48af-92bf-8968cac35311 · outbound

This paper cites Adobe reports record q1 fy25 revenue and ai growth as digital media and enterprise segments expand, Mar 2025.

Anchoring AI Capabilities in Market Valuations: The Capability Realization Rate Model and Valuation Misalignment Risk Adobe reports record q1 fy25 revenue and ai growth as digital media and enterprise segments expand, Mar 2025

Reference 31

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Source-reported events for the cited work

No event found in the named queried sources as of 2026-08-21T06:32:19.484+00:00.

source=pdf_text observed=2026-08-15T21:27:11.141956Z digest=sha256:573d1d8dc4a7ad8fc0895fc3e030022a63483849110b97b46dd52a65ab423cef

Pith citing papers

Observation f899138f-fe04-4347-95b7-156a804f5d7e · inbound

AI's Euclid's Elements Moment: From Language Models to Computable Thought cites this paper.

AI's Euclid's Elements Moment: From Language Models to Computable Thought Anchoring AI Capabilities in Market Valuations: The Capability Realization Rate Model and Valuation Misalignment Risk

Reference 7

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local_arxiv, observed 2026-08-06T21:56:24.676413Z

Source-reported events for the cited work

No event found in the named queried sources as of 2026-08-21T06:32:19.484+00:00.

source=pdf_text observed=2026-08-06T21:56:22.835853Z digest=sha256:cc8462eda8d5ce645f4c27a764112ca85ea0a3a771f020f097c746138bcac46f