My hunch: Consciousness starts as a system modeling the world. Selfhood arrives later, when the model turns inward and begins modeling the modeler. That's when the boundary sharpens: inside vs outside.
The "I" is not the source of awareness - it's the recursive moment when awareness places itself inside the picture.
Consciousness models the world.
Selfhood models the modeler.
Geist begins when modelers model each other.