Sorry, I think my attempts to simplify/explain ended up confusing things. I'll try to be a little more precise.
In Rust, a reference is forever shared/immutable or forever unique/mutable.
In Valen, a reference is... "it depends". Specifically, it depends on the context.
It's similar to a &GhostCell<T>, where its mutability isn't determined yet because the GhostToken isn't present yet.
So, what determines the mutability at any given point in time? The function's `mut` effects (or lack of them) for the group/path that the reference is pointing to.
So we can imagine a `execute_on_4_threads` function like this:
func execute_on_4_threads<C', F: Func<void, (), C>>(
workgroup: &W,
closure: F
) { ... }
(`Func<void, (), C>` is a trait for a function that returns void, takes no extra parameters, and names its captures as group C).
The most relevant fact here is that this function doesn't declare any `mut` effects at all (not on C, not on W's group, nothing), so nothing is being mutated. (And because of that, this function's callees also can't have any `mut` effects; they also can't mutate the data)
Now let's say we changed `workgroup`'s type to `&W in w`, and added a `mut(w)` to the function, to describe that we might modify the workgroup.
At that point, we would still know that we can invoke the closure from 4 threads, because we declared no relationship between `w` and `C`, so the compiler assumes (and enforces) that they're disjoint, have no overlap, nothing in one aliases anything in the other.
Hopefully that helps. Maybe I should write a blog post on this, my posts are usually clearer than my HN comments.
(Also, I'm not sure I understand your edit, if you could clarify that would be much appreciated)