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Frontier Inference Margins

productionAI Economics

An honesty-first interactive cost model of frontier-LLM inference serving margins — mechanism-first calculator, typed public-claims registry, and a long-form research report. Every number carries its epistemic status.

  • Mechanism-first calculator — every assumption adjustable, each with its epistemic status attached
  • 34-claim typed evidence registry with provenance tiers
  • Read-only MCP connector at margins-mcp.ashitaorbis.com
  • Three test suites and published release gates behind every deploy
Vanilla JSCloudflare PagesCloudflare WorkersMCP
Launch

Activity Timeline

MCP HTTP server hardened against streaming edge cases; 3 new test suites passing.

Body-cap logic rewritten to pause/respond/destroy pattern; try/catch added to request handler; Content-Length precheck implemented. GPT Pro daily sweep completed, 2 commits applied findings.

bugfixfeature
Two minor corrections committed.

Unpushed commit count corrected from 31 to 35. China dossier western hub electricity routing claim corrected.

bugfix
H800/H100 fit-transfer differential modeled as named adjustable assumption.

Daily sweep updated with Pro research outputs from 2026-08-18. Release stamp faf6bec deployed with served-asset manifest.

featureversion-update
Desktop layout overhaul: page height 14,079 → 9,974 px, 7,933 assertions passed.

Result tile moved into projections band; estimates repositioned to desktop top; dossier rendering deduplicated to a single route and justification stack collapsed. Dual-viewport empirical verification: 7,933 PASS / 0 FAIL. 12 commits across 3 sessions.

refactorfeature
Estimate-card faces moved to round-3 readings; analyst attribution and assumption disclosures restored.

Cards-vintage ruling enforced: estimate-card faces migrated from default to round-3. Two authorized MCP transport deltas declared for hoisted estimates block. Parity test re-minted for consistency verification.

version-updatearchitecture
Three stranded weekly Pro reports recovered; DeepSeek V4 tariff sweep queued.

Reports restored from 449-byte stubs via fixture recovery. Daily sweep tracking DeepSeek V4 peak/off-peak pricing (57–1,100% lifts) and X.ai/Z.ai positioning.

health-checkautomation
DeepSeek V4 tariff rewrite and Gemini 3.7 Flash launch documented.

DeepSeek V4 effective 2026-08-16: 2× peak/off-peak split, cache-hit markup increases up to +1,114%. Gemini 3.7 Flash launched 2026-08-13 at 50% introductory price cut. GPT Pro daily sweep dispatched; burn-guard reconciled harness packages and established 08-12 as canonical after sha256 check.

health-checkexperiment
v3.0.0 released: 33 commits, GPT Pro review cleared, public mirror live.

Headline-invariance tests 255/255 clean, reverse-compatibility validated, migration-differential CI honesty and metrics discontinuity suppression fixed. GPT Pro returned NOT-READY (16 findings); all folded into bq-290–294 and verified clean on second pass.

milestoneversion-updatesecurity
Mean-based centroid for three-point sliders implemented and committed.

Slider semantics clarified: central value is MEAN not median for three-point mode. Centroid commit gates M8 chain. M4 restart sequenced after status report delivery.

featurebugfix
Dual-consult enactment completed; NVIDIA-additive correction recorded.

Survivor-set exactness verified across both arms with declared ranges and reference vocabulary checked. GPT Pro arm landed with NVIDIA-additive correction; owner ruling applied. Max/min/median derived over provider mixes summing to 100.

milestone
Stack multiplier corrected to +2.4 months; v2.2.0 public sync.

1.25× frontier-lab assumption yields +2.4 months (was +2.9), post-Polaris adjudication. Public mirror synced to v2.2.0-2026-08-06. Contribution margin sweep: 77.31% engine median, 65–82% endpoint range.

bugfixversion-update
v2.2.0 published to public mirror.

Public mirror updated to track private source hash 5a07e2f (2026-08-06 release).

deployversion-update
Engine v2.1.12 deployed live; metric moved 77%→69% with documented decomposition.

13 commits shipped, public mirror synced. RAISE Summit podcast claims drove metric decomposition across size revision, evidence adjudication, and serving-model re-engineering. Post-deploy audit found 4 critical gaps: stale 200 OK responses, unverified hardening commits, missing post-deploy probes, and pending workers.dev disable.

deploymilestone
DeepSeek V4 Flash: 35× cheaper than Kimi K3 on Vibe Code Bench.

Vals AI DeepSeek V4 Flash at $0.20/task vs Kimi K3's $17.56/task — material cost differential captured in daily sweep. workers.dev endpoints closed.

milestone
GPT-Pro fetcher patched; 07-23 through 07-27 daily material recovered.

Fetcher patched to recover the 07-27 collection gap. Previously missing data from 07-23/24/26 backfilled into the dataset. Automated daily sweep pipeline continues via async ChatGPT Pro dispatch.

bugfixautomation
Recovered truncated GPT Pro answers past a poisoned request_id cache.

Built recovery harness for three answers (28.8k–23.9k chars each). Poll loop with escalation logic now handles the timeout pattern. Cleared a sharp HIGH advisory in the worker dev tree.

bugfixautomation
CI hardened; GPT-Pro daily backlog through 2026-07-25 committed.

Read-only token, checksum-verified shfmt, and .pyc cleanup applied to CI. Daily material backlog for prior week persisted.

securityautomation
TPU7 +495.4% miss traced to operating-point-closure error; research pipeline automated.

Root cause: design inverted b*=154/chip vs actual ~16 concurrent-sequence ceiling. Standing recommendation: anchor future designs to 64-sequence batch ceiling. FlexNPU CM384 extracted for cycle-2. ChatGPT Pro polling now fully automated — dispatch, poll, persist.

bugfixautomationarchitecture
Cycle 2 root cause found: 16 seq/chip actual vs ~154/chip assumed, explains +495.4% miss.

Operating-point-closure error traced and verified (TPU7 Ironwood: 64 concurrent sequences, 16/chip, 518.86 tok/s/chip). CM384 FlexNPU extracted via parallel research agents. Epoch AI and wafer_ai added to hardware sweep; GPT Pro replica-width consult refuted both prior candidate bounds.

architectureexperiment
IM3 exit verification in final rounds; IM4 diagnostic harness spec locked.

P0/P1 defect classes fixed and re-verified through Rounds 2–3. Script defect recovery advanced from r7 to r12 (r11 released defect-free). IM4 entry harness specified with survivorship regression fixtures.

milestonebugfixarchitecture
ChatGPT Pro MCP disk_recovery premature-completion bug fixed; daily sweep on schedule.

Root cause of premature completion in disk_recovery path identified, documented, and patched in one commit. Daily automation pipeline persisting 2026-07-19 research findings (Z.ai, DeepSeek/Kimi, Anthropic credit line) to gptpro-reports/.

bugfixautomation
v2.2 verification in progress; deploy awaiting owner approval.

Ground-truth reconciliation pass underway against effective-MFU scalar model. ChatGPT Pro MCP completion-detection bug filed (commit 53b3dac). Deployment staged pending sign-off.

bugfixdeploy
Pipeline hardened (4 P1 + 1 P2 findings applied); v2.2 on HOLD pending owner sign-off.

D2 receipt pack completed with full model/platform/operating-point verification. Cycle-2 re-engineering underway but threshold finalization blocked on owner gate.

bugfixblocked
v2.1.6→v2.1.11 (6 releases, 44 commits): billing bug fixed, GPT-Pro wired, cold review hygiene pass.

Chart billing canonicalized to shared computeMix engine with regression tests. Four dive reports scrubbed of provenance headers, analysis preserved. GPT-Pro daily/weekly reports live via bash-owned fetcher with in-turn polling and 70-min codex fallback.

bugfixfeatureversion-updatedeploy
v2.1.4: evidence-scent label pass, outside-review remediation, feedback intake live.

Page-set values relabeled so they no longer carry a false empirical scent; GPT-Pro outside-review findings remediated and the engine bumped to v2.1.4; quarantined feedback intake (Cloudflare Worker + D1 + Turnstile) embedded on the main page.

version-updatemilestone
Margin-range evidence board redesign shipped; MCP connector deployed (v2.1.3).

Preset dropdowns replaced by a mechanism-first margin-range evidence board with de-named routes and v4 permalinks. Read-only MCP server deployed as a Cloudflare Worker at margins-mcp.ashitaorbis.com behind a fixture-gated honesty envelope.

architectureshipped
Traffic-mix axis added to the engine (v2.1.2); reception audit round remediated.

New traffic-mix axis with a pure codec and atomic permalink replays, specified first by failing-by-design contract fixtures. Nine reception audits run against the live site; all 16 P0 findings remediated and the resolution ledger published.

version-updatemilestone
Initial build and first production deploy.

Honesty-first interactive cost model of frontier-LLM inference serving margins: mechanism-first calculator, typed public-claims registry, and a long-form research report, deployed to Cloudflare Pages.

shipped