The lowest level assumption of transitivity is that
A story can continue from where it left off.
To illustrate the meaning of this, consider the statement:
If you can get from A to B and from B to C, then you can get from A to C.
This is functionally false if you forget everything that just happened when you get to B. Who remembers A at that point? Or, by contrast, if you do remember getting to B from A, then you can remember that as you get to C and remember the whole sequence. It must play as a story that is being continued.

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