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arXiv · 2608.21294

Event-Time Confounding Under Bursty Human Dynamics

Michael Iannelli·Alan Ai
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Abstract

Studies of digital behavior often align users at moments they choose, such as opening an AI assistant, clicking a recommendation, or visiting a product page, and interpret higher activity afterward as an event effect. We show how this creates an endogenous time zero: the event occurs during an ongoing task episode, so the aligned curve can trace episode continuation rather than a response to the event. In same-user, cross-surface web logs, AI, shopping, news, coding, and reference events are all preceded by broad activity increases that peak before time zero. Our strongest test uses known-null timestamps that cause nothing. Among the 5.8% of AI responses meeting strict pre-event activity and washout criteria, these timestamps show 3.42 times the post-event search activity of a within-user placebo, compared with 4.32 times for real events. The fraction of excess reproduced by the known null falls from 0.56 at detectably active moments to -0.04 at quiet moments, where the design detects none. We formalize this episode-selection bias, prove that a single-surface event window cannot separate it from a genuine effect without additional assumptions, and show in zero-effect simulations why user fixed effects and coarse activity matching can fail: the confound is within-user and time-varying. We provide a diagnostic protocol, public-data benchmarks, and burstcheck, a lightweight audit tool. User-timed events may have real effects, but post-event volume does not identify them by default; studies should compare similar episodes with and without the event.

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Michael Iannelli, Alan Ai. 2026-08-21. Event-Time Confounding Under Bursty Human Dynamics. https://arxiv.org/abs/2608.21294

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