R2 — Keep AI-assisted coding at the margin; it lowers assembly labor recently but is not a structural driver

Rule

Rule: Treat AI-assisted coding (2022–present) as a recent accelerant that lowers assembly labor at the margin. Never use it to anchor a falling-cost argument.

Why: The three durable drivers (R1 — Anchor the falling-cost case on the decade 2004–2014 (infrastructure + parts + data); AI-assisted coding is NOT the spine) got cheap on dated, pre-AI timelines (2004–2016). The case stands entirely on infrastructure + parts + data. Anchoring on AI invites the reader to dismiss the argument as hype-driven the next time AI hype turns.

How to apply: