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P022
Policy

Mandatory Disclosure Compliance Theater

HIGH(80%)
·
February 2026
·
3 sources
P022Policy
80% confidence

What people believe

Mandatory disclosure requirements increase transparency and accountability.

What actually happens
-99%Disclosure readership rate
+300%Average privacy policy length
SignificantCompliance cost for companies
No improvementConsumer understanding of disclosed risks
3 sources · 3 falsifiability criteria
Context

Regulators mandate disclosure requirements — financial reports, privacy policies, terms of service, ingredient labels, risk warnings — believing transparency empowers informed decisions. The volume of mandatory disclosures has grown exponentially. But humans have finite attention. When everything must be disclosed, nothing is effectively communicated. Companies comply with the letter of disclosure laws while burying meaningful information in hundreds of pages of boilerplate. The disclosure regime creates an illusion of transparency that actually reduces accountability, because companies can claim they disclosed risks that no reasonable person would have found or understood.

Hypothesis

What people believe

Mandatory disclosure requirements increase transparency and accountability.

Actual Chain
Disclosure volume overwhelms human attention(Average person encounters 500+ pages/year of disclosures)
Nobody reads disclosures — click-through rates near 100%
Important information buried in boilerplate
Companies optimize for legal compliance, not communication(Disclosures written by lawyers for lawyers)
Readability decreases as legal precision increases
Disclosure becomes a liability shield, not a transparency tool
Compliance industry grows to manage disclosure burden
Accountability actually decreases(We disclosed it defense)
Courts accept disclosure as evidence of informed consent
Companies take more risks knowing they can point to disclosures
Impact
MetricBeforeAfterDelta
Disclosure readership rateExpected: highActual: <1%-99%
Average privacy policy length1,000 words (2000)4,000+ words (2024)+300%
Compliance cost for companiesMinimal$2-10M/year for large firmsSignificant
Consumer understanding of disclosed risksExpected: informedActual: near-zeroNo improvement
Navigation

Don't If

  • You believe adding more disclosure requirements will improve consumer understanding
  • Your disclosure is written by lawyers for legal protection rather than for reader comprehension

If You Must

  • 1.Mandate standardized, machine-readable disclosure formats
  • 2.Require plain-language summaries with readability score requirements
  • 3.Cap disclosure length and require the most material risks upfront

Alternatives

  • Standardized labelsNutrition-facts-style labels for financial products and privacy
  • Default protectionsProtect consumers by default rather than requiring them to read disclosures
  • Fiduciary dutiesRequire companies to act in customer interest, not just disclose risks
Falsifiability

This analysis is wrong if:

  • Consumers regularly read and understand mandatory disclosures before making decisions
  • Increased disclosure requirements correlate with improved consumer outcomes
  • Companies do not use disclosure compliance as a legal shield against accountability
Sources
  1. 1.
    Omri Ben-Shahar: More Than You Wanted to Know (book)

    Comprehensive analysis of mandatory disclosure failure

  2. 2.
    Carnegie Mellon: Privacy Policy Research

    Reading all privacy policies would take 76 work days per year

  3. 3.
    SEC: Disclosure Effectiveness Review

    SEC's own assessment of disclosure regime limitations

Related

This is a mirror — it shows what's already true.

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