Post-AGI Physical World Foundation Models: Event-Conditional Dynamics, Topology Transfer, and Risk-Limiting Guarantees

Physical decision-making is a limit case for post-AGI foundations: compound- ing errors, distribution shift, rare events, and institutional demand for auditabil- ity (Amodei et al., 2016). Time-series foundation models establish “pretrain then transfer” feasibility for forecasting (Das et al., 2023; Ansari et al., 2024), but high- stakes dynamical control adds two requirements that do not appear in benchmark- only regimes: (i) event-conditional, topology-aware world models that represent cross-stage propagation and delayed effects and (ii) evaluation contracts that con- nect uncertainty to deploy or abstain decisions. We propose Industrial Dynam- ics Foundation Models as a testable blueprint with three concrete components: unified tokenization of multi-rate telemetry and sparse operational events; graph- conditioned topology adapters that transfer a frozen backbone across plants; and shadow-mode guarantees built from regime-aware conformal calibration (Shafer & Vovk, 2008; Angelopoulos & Bates, 2021; Stankeviciute et al., 2021). Guaran- tees become operational via a decision gate: recommend interventions only when safety constraints hold for all trajectories in a calibrated uncertainty set, and oth- erwise abstain. The full proposal is falsifiable with modest infrastructure: logged telemetry, event streams, and a process graph compatible with common industrial abstractions (OPC Foundation, n.d.; International Society of Automation, n.d.).