Advertising as Narrative Infrastructure: From Persuasion to Delegated Market Architecture

This paper develops a conditional theory of advertising competition under decision delegation to AI agents. When a segment of demand is evaluated and selected by agents, competitive advantage shifts from attention-based persuasion toward machine-interpretable specifications, verifiable outcomes, and reputation. We define narrative infrastructure as the enforceable bundle of claims, constraints, evidence mappings, and reputation update rules that makes offers legible and incentive-compatible for delegated choice. The paper provides falsifiable comparative statics for hybrid markets where delegated and human-choice segments coexist. Series: Narrative Infrastructure Program. Companion paper (DOM-V): DOI to be added after upload.