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-rw-r--r--docs/blog-jlens-frequency.md53
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diff --git a/docs/blog-jlens-frequency.md b/docs/blog-jlens-frequency.md
index ef3395f..3d68759 100644
--- a/docs/blog-jlens-frequency.md
+++ b/docs/blog-jlens-frequency.md
@@ -8,6 +8,24 @@ stronger result.*
---
+**The short version.** We reimplemented Anthropic's Jacobian lens faithfully
+(verified against their released code) and found that the J-space ranking is
+strongly confounded by token frequency: rare tokens score high, common tokens
+score low (r ≈ -0.6 to -0.7 at every layer, p ~ 10^-9 or less). Anthropic never
+controls for frequency — not in the paper, not in the released code. Digging
+into *why* gave us the most interesting result: the frequency signal splits
+into two separable parts. Half lives in the static geometry of the model's
+word-scoring matrix — baked into the lens by definition, so any user inherits
+it. A smaller, layer-dependent part lives in what the layers themselves do, and
+vanishes at the final layer. A frequency-matched synthetic pair shows the lens
+also carries genuine structure signal (with a caveat we're resolving), and a
+causal test found the demotion effect is small under loss reweighting. We are
+**not** claiming the J-space doesn't exist. We're claiming that any
+"privileged subspace" interpretation needs a frequency control first. The full
+story — numbers, mistakes, and all — is below.
+
+---
+
## 1. The machine that guesses words
A language model is, at its heart, a machine that guesses the next word. Show it
@@ -165,18 +183,29 @@ statistics are not subtle: Pearson r ≈ -0.61 to -0.69 (p ~ 10^-9 to 10^-13),
and Spearman rank correlation is even stronger (-0.69 to -0.85), so the
result is not an artifact of a few extreme common tokens.
-Where does the correlation come from? This is the question we had to answer
-before trusting the result, and the answer is partly boring and partly
-interesting. The faithful lens vector for token k is W_U[k]·J_ℓ — the row of
-the unembedding matrix times the layer Jacobian. The row norms ||W_U[k]||
-themselves anti-correlate with frequency (r = -0.61, Spearman -0.81). So part
-of the effect lives in the static geometry of the final unembedding — which is
-exactly the quantity Anthropic's lens reads out by definition. But not all of
-it: if we regress out the W_U component, a layer-dependent anti-correlation
-survives in layers 0-4 (partial r ≈ -0.24 to -0.36) and vanishes at the last
-layer (+0.06). The lens carries a frequency signal both from the ruler it
-reads with and from what the layers themselves do. The mechanism of that
-layer-dependent part is something we are still investigating.
+### The most interesting thing we found: where the correlation comes from
+
+The faithful lens vector for token k is W_U[k]·J_ℓ — the row of the
+unembedding matrix times the layer Jacobian. The correlation can come from
+either factor, and the two behave very differently. This decomposition is, we
+think, the actual novel mechanistic contribution of this project: **the
+frequency confound is not one thing.**
+
+1. **Static geometry — the ruler.** The unembedding row norms ||W_U[k]||
+ themselves anti-correlate with frequency (r = -0.61, Spearman -0.81).
+ Rare tokens get bigger rows in the word-scoring matrix. Since the lens
+ reads through W_U by definition, any user of the lens — including
+ Anthropic's capacity analysis — inherits this bias automatically. A
+ frequency control would have to live in the geometry, not in the prompts.
+2. **Layer dynamics — the layers.** Regress out the W_U component and an
+ anti-correlation still survives in layers 0-4 (partial r ≈ -0.24 to
+ -0.36) — something about what the layers themselves do keeps boosting
+ rare tokens — and it vanishes at the last layer (+0.06). The mechanism
+ of that layer-dependent part is still under investigation.
+
+So the lens carries a frequency signal from both the ruler it reads with and
+from what the layers do — and the two are separable. That is the finding we
+would most want someone to test at scale.
A fact-check before we go further. We were about to claim "Anthropic does not
control for frequency anywhere," and that is the kind of claim that should be