The current facet is: **Enrollment demand shift (credential value vs. AI skills)**.

From the notes visible:
- Note 2: "Research function bifurcates from teaching (2025 claim, horizon ~2045)" — research facet, filed.
- Note 3: "The research function bifurcates: compute hubs vs teaching institutions" — research facet, filed.
- Note 6: "AI disruption of US universities will show up as regional churn, not even decline (2025–2045 horizon)" — enrollment demand facet, filed.
- Note 8: A consolidated note (regional churn / statutory gatekeeping etc.).
- Note 1 and others contain deliberations with many claims inventoried.

Already-filed enrollment-demand claims include:
- Regional churn: shrinks brand-signal credentials in Northeast/Midwest privates; concentrates in Sun Belt/land-grants. Markers: discount rates >60%, employer degree-screen removal, tightening waitlists.
- Statutory gatekeeping claim: residual degree value set by statutory gatekeeping, not brand signal.
- Supply-side claim: binding constraint flips to physical attestation capacity.
- Screening vs insurance decomposition.
- Licensed fields hold, unlicensed premiums compress 30–50%.
- "AI doesn't kill the degree; it kills the undifferentiated degree."
- Micro-credentials middle-market illusion.
- Two brakes: AI application floods → crude degree filters; elite alumni networks.
- Elite degrees gain value because verification makes mid-tier signals redundant.
- Degree survives as insurance, not instruction.
- Demand migrates to "protected degree + AI skill stack."
- Credential decay hits by major before by institution.

Now, the session substance this turn (the final bullet list). Let me identify what's NEW versus what's already filed:

1. "Compute is the new gatekeeping resource for research universities..." — research facet, already filed twice (Notes 2 and 3). Not enrollment demand. Skip.

2. "The research function splits in two by the 2040s..." — research facet, already filed. Skip.

3. "Enrollment demand bifurcates by credential function, not by sector-wide growth. By the mid-2030s the bachelor's degree splits into two products with opposite demand curves: (1) gateway credentials for licensed, body-present professions... (2) generic desk-work credentials lose their signaling monopoly as employers adopt AI-augmented work-sample testing..." — this is enrollment demand. Is it already filed? The statutory-gatekeeping claim is close ("residual value of the US degree is set by statutory gatekeeping, not brand signal"). This one is phrased as "bachelor's degree splits into two products with opposite demand curves." It also adds: "no aggregate demand growth to cushion the mix shift — the 18-22 cohort peaked ~2025 and declines from ~2026 onward (demographic cliff lands 2033-2041) — so the adjustment lands as closures and consolidations, concentrated where generic-program-heavy schools sit in demographic-decline regions."

Hmm. The two-products split is essentially the licensed-vs-generic split already filed (mid-tier unlicensed BA premiums compress 30–50%, "AI doesn't kill the degree; it kills the undifferentiated degree"). The demographic note (cohort peaked ~2025, cliff lands 2033–2041) is consistent with already-filed demography (births 4.32M 2007 → 3.59M 2023; HS grads peak ~2025; birth dearth hits college age 2029–2037).

4. "The bachelor's premium bifurcates into two components with opposite AI exposure: a licensure premium and a signaling premium..." — this is a refinement: decomposing the degree premium into licensure premium vs signaling premium. The screening-vs-insurance decomposition is related but different (screening = employer filtering function; insurance = blame-shifting). The licensure/signaling split is a distinct analytical cut: signaling premium dies, licensure premium survives because enforced by state boards, not employer beliefs. Testable marker: degree wage premium decouples by field — flat-to-falling for non-licensed majors, held or rising for licensed ones — before enrollment aggregates move.

Is this already filed? The notes mention "Licensed/statute-gated fields hold (nursing, law, accounting, teaching...); super-select