Fulfillment ledger

What readers ask, and how far the evidence gets.

Each question carries its current state, the sections that answer it, and what is still open. A question that is answered in research custody but not carried onto this site says so.

What does a token actually cost?

Answered

The posted range across comparable models is 111x, and the quality-adjusted spread is wider still — but effective cost is set by output volume, retries, and cache economics, not by the rate card.

Still open
An effective-cost calculator. Board-gated tooling, not blocked on research.

Is fine-tuning worth it?

Answered

The compute is cheap and everything around it is not; the substitute-or-complement question with retrieval decides it before the cost model does.

Still open
A payback calculator.

How much of my AI spend is subsidized?

Answered structurally, anchored on the cost side

Frontier list pricing runs below sustainable infrastructure return, so posted prices are effectively investor-subsidized — but the user-side subsidized fraction is unmeasured and is carried as an open boundary.

Still open
An aggregate fraction, if one is ever published. Zero-price channel caps rechecked quarterly.

Where are costs headed in 24 months?

Answered as six dated bets

Not as a curve. Six binary bets, each with a probability, an evidence grade, and a condition that annuls it.

Still open
Resolution scoring as the dates arrive.

Can I run inference on the edge?

Answered in research custody; carried onto this site only as a forecast bet

Quantization studies and current-generation NPU throughput baselines are held in the research notebooks. The public report carries the edge question as a dated bet rather than a decision surface.

Still open
An edge feasibility route on this site, and the tool behind it.

How do all these dimensions interact?

Partially answered

Interactions are named where evidence exists — spot risk against on-prem, subsidy against list price, efficiency against the hardware split — and left open where it does not.

Still open
A cross-dimensional interaction study. Open research, not a publication gap.