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Record W4413078036 · doi:10.1093/restud/rdaf058

Counterfactual Identification and Latent Space Enumeration in Discrete Outcome Models

2025· article· en· W4413078036 on OpenAlexaff
Jiaying Gu, Thomas M. Russell, Thomas Stringham

Bibliographic record

VenueThe Review of Economic Studies · 2025
Typearticle
Languageen
FieldEconomics, Econometrics and Finance
TopicEconomic and Environmental Valuation
Canadian institutionsCarleton UniversityUniversity of Toronto
Fundersnot available
KeywordsCounterfactual thinkingLatent class modelLatent variableOutcome (game theory)CovariateIdentification (biology)MathematicsLatent variable modelMathematical optimizationSequence (biology)Discrete choiceParametric statisticsVariable (mathematics)Computer scienceEconometricsMathematical economicsStatistics

Abstract

fetched live from OpenAlex

Abstract This article provides a unified framework for studying the identification of counterfactual parameters in a general class of discrete outcome models, allowing for endogenous regressors and multidimensional latent variables, all without parametric distributional assumptions. Our main theoretical result is that, when the covariates are discrete, the infinite-dimensional latent variable distribution can be replaced with a finite-dimensional version that is equivalent from an identification perspective. The finite-dimensional latent variable distribution is constructed in practice by enumerating regions of the latent variable space with a new and efficient cell enumeration algorithm for hyperplane arrangements. We then show that bounds on a certain class of counterfactual parameters can be computed by solving a sequence of linear programming problems, and show how the researcher can introduce additional assumptions as constraints in the linear programmes. Finally, we apply the method to a mobile phone choice example with heterogeneous choice sets, and to an airline entry game example.

Fetched live from OpenAlex and de-inverted. Abstracts are not stored in this database: the inverted indexes are 8.6 GB of the frame’s 9.3 GB of text, and the host has 13 GB free.

How this classification was reachedexpand

Full frame machine prediction

Teacher imitation

Not calibrated prevalence, not ground truth. Human validation pending. The Gemma side is a direct model label for every work in the frame, read from the title-only record. The Codex side is a classifier learned from the 10,348 direct Codex labels and calibrated to design-weighted sample rates; fields without enough sample support carry no Codex call. Candidate is the union of the two sides; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels.

metaresearch head score (Codex)0.031
metaresearch head score (Gemma)0.108
Version: metacan-v3-hybrid-931329e0061cValidation status: machine_predicted_unvalidated
Candidate categoriesnone
Consensus categoriesnone
DomainCandidate signal: none · Consensus signal: none
Study designCandidate signal: Theoretical or conceptual · Consensus signal: Theoretical or conceptual
GenreCandidate signal: Methods · Consensus signal: Methods
Teacher disagreement score0.031
Threshold uncertainty score0.166

Distilled classifier scores by category (both heads)

CategoryCodexGemma
Metaresearch0.0310.108
Meta-epidemiology (narrow)0.0010.001
Meta-epidemiology (broad)0.0030.002
Bibliometrics0.0030.004
Science and technology studies0.0010.006
Scholarly communication0.0050.009
Open science0.0040.005
Research integrity0.0030.006
Insufficient payload (model declined to judge)0.0060.001

Machine scores (provisional)

The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.

Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.

Opus teacher head0.166
GPT teacher head0.314
Teacher spread0.148 · how far apart the two teachers sit on this one work
Validation statusscore_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from it

Classification

machine, unvalidated

Machine predicted; a candidate call from one source (direct Gemma or distilled Codex), not a consensus.

The models applied no category: nothing in the taxonomy fit this work.
Study designTheoretical or conceptual
Domainnot available
GenreMethods

How this classification was reached, model by model and score by score, is at the end of the page under "How this classification was reached".

Quick stats

Citations0
Published2025
Admission routes1
Has abstractyes

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