Knowledge Architecture:ConceptsObservationsEvidence

Computational Demand Leakage (CDL)

CDL

Portion of Estimated Relevant AI-Mediated Demand Not Captured Due to Representation Deficits

Proposed hypothesis — not yet testedpublished

CDL measures AI-mediated demand not captured due to representation deficits.

July 13, 2026
Version 1.0
8 min read
By HomeSelf Research
cdldemand_leakageai_demandbalance_sheet_metric

Definition

CDL measures the portion of estimated relevant AI-mediated demand that is not captured due to representation deficits. CDL = 1 − Captured Relevant AI-Mediated Demand / Estimated Relevant AI-Mediated Demand. The denominator is latent and must be independently estimated. CDL must not be defined simply as 1 − ARS.

CDL quantifies the gap between estimated AI-mediated demand and captured demand. Distinguishes transmission leakage from recommendation share.

Conceptual Formula

CDL = 1 − Captured Relevant AI-Mediated Demand / Estimated Relevant AI-Mediated Demand. Denominator is latent and requires estimation.

Methodology

Type

index construction

Data Sources

demand estimationobserved inquiry data

Confidence Level

low

Description

CDL = 1 − Captured Relevant AI-Mediated Demand / Estimated Relevant AI-Mediated Demand. Denominator is latent and requires estimation.

Limitations

  • Denominator is latent and must be estimated
  • Not simply 1 − ARS
  • Requires estimation methodology

Key Takeaways

Key Points

  • CDL is leakage, not share
  • Denominator requires estimation
  • Distinct from ARS

Target Audience

cmomarketersasset managers

Relevance Tags

cdldemand_leakageai_demandbalance_sheet_metric

Source Paper

The Zero-Click Economy

HomeSelf Research (2026)

View on Zenodo
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Citation

For the Computational Demand Leakage (CDL), see HomeSelf Research (2026), The Balance-Sheet Economics of AI-Mediated Demand.

DOI: 10.5281/zenodo.21341632

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