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Partition-to-partition variation is comparable to the seed effect, so the decision rule fires

The eight jobs planned above ran at a41af73 (rebased as 8b96668; the two differ only by the analysis script, committed before the jobs landed); every outcome-neutral check passed and the apparatus held in each. partition-variance-openstack-v3.json, H1 point estimate per run:

partition seed 1 seed 2 mean
registered +0.0165 +0.0132 +0.0149
p2 -0.0102 -0.0340 -0.0221
p8 +0.0148 +0.0008 +0.0078
p13 +0.0179 +0.0079 +0.0129
p29 -0.0022 +0.0163 +0.0071

The moment estimate is sigma_partition = 0.0128 (variance of the partition means 0.000225, less half the within-partition variance, 0.000122). What it holds and how sure it is, from an independent check of this entry:

  • It is not net of change sampling. Seeds 1 and 2 of one partition share an evaluation set, so subtracting the within-partition variance does not remove the change-level noise they share. A change-clustered bootstrap per half puts that noise near 0.000081, about half of the component; if partitions' noise were independent the boundary alone would be about 0.0092, and since the same changes are reassigned across partitions the truth lies between 0.0092 and 0.0128. The registered interval already carries change sampling.
  • It is uncertain. On 4 degrees of freedom its 90% interval is about [0.0058, 0.035].
  • The seed effect on the same scale. seed_effect.py's 0.0077 is per half and net of change noise; on H1's two-half average it is between 0.0054 and 0.0077. At seeds 1 and 2 the within-partition variance is almost exactly the seed-by-change noise, a seed main effect near zero.

So the two are comparable, and neither ordering is resolved. The rule fixed before the runs read "comparable to the seed effect or larger" against point estimates, with no threshold stated; it fires.

What it says about the dev pilot. The spread across partitions is heterogeneity in what H1 measures, not a null distribution, so it does not discount the registered partition's reading as such. At matched seeds the registered partition reads +0.0149 (seeds 1 and 2 are its two lowest of five), and the five partitions average +0.0041, a naive t interval on 4 degrees of freedom of about [-0.015, +0.023]. The registered partition's order among the five carries no information (it leads the next by 0.002 against a standard error near 0.012 a mean). What does follow is that the five-seed +0.0284 on the registered partition is a reading of that partition, and a different admissible partition could read near zero or below.

Consequence. H1 as registered is conditional on one partition among many that meet the same criteria, with partition-to-partition variation of the order of the seed effect. The Stage 1 design moves to reading H1 over several partitions (repeated splitting), which changes the registered estimand and is decided with AJ before the manuscript registers it.