TAI//SWITCH
SESSION 2026.04.10 · 14:22:07Z
OPERATOR // M.ARENDT
WORKSPACE // ANTONYM-CORE
TAI-SWITCH v4.8.2 · BUILD 11c4a7f
◉ NOMINAL · ALL SYSTEMS
01

Ingest / CAD Intelligence

PIPELINEPARSE → INFER → EXTRACT
TARGET SWITCH DELTA · PART-LEVEL
Drop CAD file to parse physical reality
.STEP · .STP · .IGES · .X_T · .STL · .SLDPRT
OR PASTE PLM LINK · OR PULL FROM TEAMCENTER

◆ INFERRED FROM CAD

PART ID
AX7-4412-B● AUTO
TYPE
LG Mount Bracket
MATERIAL
Ti-6Al-4V GR5● AUTO
MASS
2.41 kg● DEFAULT
ENVELOPE
186×94×71 mm● DEFAULT
TOL CLASS
AS9100 · CT7● DEFAULT
BUY-TO-FLY
8.2 : 1● INFER
ANNUAL DEMAND
48 units · MRO● DEFAULT
LIFECYCLE · CRADLE-TO-GRAVE
DOWNTIME EXPOSURE MODEL
INVENTORY + WORKING CAPITAL
RESILIENCE · NODE GRAPH
CARBON + SCOPE 1+2+3
REGIONAL / STRATEGIC IMPACT

◆ RECENT SWITCH ANALYSES

HYD-MANIFOLD-911204·09 · $3.1M/YR
PUMP-COVER-440804·09 · $1.4M/YR
GEAR-HSG-B9A04·08 · $2.8M/YR
CAD INTELLIGENCE PIPELINE // AX7-4412-B
ELAPSED 00:06.124 · 6 OF 6 LAYERS · 47 FEATURES · 218K MESH FACES
L1
PARSE · BREP + PMI
✓ 612ms
L2
FEATURE GRAPH
✓ 894ms
L3
MATERIAL + TOL INFER
✓ 1.21s
L4
MANUFACTURABILITY
✓ 1.48s
L5
COST DRIVER EXTRACT
✓ 1.42s
L6
SWITCH DELTA RESOLVE
● 532ms
◆ PARSED GEOMETRY · ISO VIEW
CAD INTELLIGENCE
X Y Z F-12 THIN WALL t = 1.8mm · driver F-03 BORE Ø24H7 +0.021 / 0 · driver F-21 BOLT PATTERN 4× M10 · pos ±0.1 F-34 OVERHANG 52° · support burden 0 50 100mm
AX7-4412-B · LG MOUNT BRACKET · REV C MESH 218,441 F · 109,804 V · MANIFOLD ✓
◆ COST DRIVERS · INFERRED6 / 47
F-03 · Pin bore Ø24 H7DRIVER
F-12 · Web thin wall 1.8mmDRIVER
F-21 · 4× M10 bolt patternDRIVER
F-34 · 52° overhang faceSUPPORT
F-08 · Fillet R0.8 internalTOOLING
F-17 · Ra 0.8 bearing surfaceOK
◆ MANUFACTURABILITYANTONYM NODE · A−
PRINTABILITY
0.92
FINISH REACH
0.88
SUPPORT BURDEN
0.74
HEAT TREAT FIT
0.91
INSPECTION
0.84
QUAL FIT · AC7110
0.93
◆ EXTRACTED COST DRIVERSOLD → ANT.
MATERIAL USE 19.8 kg → 3.4 kg
MACHINE HOURS 14.2h → 6.1h
SETUP COUNT 6 → 1
POST-PROCESS 4 steps → 2
QUAL ARTIFACTS per-unit → amortised
02

Value / Unlocked by Switching

PART AX7-4412-B · 48 u/yr
SWITCH OLD WAY → ANTONYM NETWORK
Value Unlocked by Switching to the Antonym Network
Old Way → Antonym
Distributed Network
18-WEEK OEM PIPELINE → 72-HOUR LOCAL NODE PRODUCTION · PART-LEVEL SWITCH
ANNUAL VALUE UNLOCKED
$8.4M/YR
NPV 10Y $52M · IRR 340% · 4 MO PAYBACK
LEAD TIME REDUCTION
−98%
126 DAYS → 3 DAYS · AT LOCAL NODE
LIFECYCLE CO₂ REDUCTION
−66%
CRADLE-GRAVE · 142 → 48 kg / PART
DOWNTIME EXPOSURE AVOIDED
$11.7M/YR
AOG PROB-WEIGHTED · 72% → 99% FILL
Switch Confidence
93%
CAD + FEATURES0.96
MATERIAL FIT0.94
DOWNTIME PRIORS0.89
LOGISTICS COSTS0.92
NODE CAPACITY0.87
DEMAND CURVE0.95

◆ WHY SWITCHING UNLOCKS VALUE

01
18-week OEM lead creates $12.6M/yr AOG exposure
Each grounded widebody burns $150K/day in lost revenue, crew, and rebooking. Current 72% spare fill rate leaves 8 probability-weighted AOG events per year across the fleet — unhedged, this destroys $11.7M of annual value.
02
$218K of working capital trapped in insurance stock
Six units held at 92% of unit value, turning 0.4× per year. On-demand local production through Antonym releases the capital and eliminates the carrying cost, obsolescence risk, and warehouse footprint simultaneously.
03
Part geometry sits inside Antonym's qualified envelope
All 47 features fall within Nadcap AC7110/14 DMLS window at 3 Antonym nodes within 280 km of the primary MRO base. Qualification artifacts (fixturing, inspection dataset, heat-treat recipe) already carried at node level — per-unit qual cost trends to zero.
04
8,400 km freight path adds 94 kg CO₂ and 14 days of variance
Ocean + air + customs + expediting variance compounds into both carbon and uncertainty cost. Distributed production at 280 km average collapses freight emissions by 96% and variance to sub-6-hour σ — directly improving operational planning value.
03

Architecture / Old Way vs Antonym Way

MODE SUPPLY CHAIN TOPOLOGY COMPARE
SCOPE SINGLE PART · END-TO-END
◆ SUPPLY CHAIN TOPOLOGY
ARCHITECTURE
◆ OLD WAY · CENTRALISED MEGAFACTORY LINEAR PIPELINE · SINGLE POINT OF FAILURE · 126 DAYS END-TO-END RAW Ti BILLET TIMET · US OEM MILL SUBTRACTIVE TAIWAN · 14w PORT KAOHSIUNG EXPORT OCEAN FREIGHT 8,400 km · 21 days 94 kg CO₂ / PART CUSTOMS DUTY 6.2% LAX · 4d WAREHOUSE SHADOW INV. 6 × 92% MRO SITE INSTALL AOG RISK → 126 DAY CUMULATIVE LEAD · ±22 DAY VARIANCE · 72% FILL RATE · $218K WORKING CAPITAL TRAPPED ◆ ANTONYM WAY · DISTRIBUTED NODE NETWORK ON-DEMAND · MULTI-NODE REROUTE · 3 DAYS END-TO-END Ti WIRE POWDER LOCAL · 1d NODE 1 · AUSTIN DMLS · Ti 180 km NODE 2 · ATLANTA DMLS · Ti 240 km NODE 3 · SEATTLE HOT STANDBY 310 km FINISH + QA LOCAL CELL CO-LOC LOCAL LOGISTICS OVERNIGHT 280 km AVG MRO SITE INSTALL 99% FILL → 3 DAY CUMULATIVE LEAD · ±6 HOUR VARIANCE · 99.2% FILL RATE · $0 INVENTORY CARRIED
◆ METRIC
OLD WAY · CENTRALISED
ANTONYM WAY · DISTRIBUTED
Unit landed cost
$36,400
$11,800 −68%
Lead time · end-to-end
126 days
3 days −98%
Lead time variance · σ
±22 days
±6 hours −99%
Downtime exposure · $/yr
$12.6M
$0.9M −93%
Spare fill rate
72%
99.2% +38%
Inventory required · units
6
0 on-demand −100%
Working capital tied up
$218K
$0 −100%
Transport distance · avg
8,400 km
280 km −97%
Lifecycle CO₂ · kg/part
142 kg
48 kg −66%
Resilience · reroute paths
1 · SPOF
3 nodes · dynamic +480%
04

Lifecycle / Cradle-to-Grave Decomposition

PHASES 4 · BIRTH · MOVE · LIFE · DEATH
HIDDEN 17 VALUE POOLS SURFACED
PHASE A
Birth / Manufacturing
+$1.21M / YR
Raw material−$480K
Buy-to-fly 8.2:1 → 1.4:1−$312K
Machine time · 14.2→6.1h−$188K
Labor · 6→1 setup−$94K
Scrap / rework−$62K
Post-process · 4→2 steps−$48K
Inspection · in-line−$28K
◆ HIDDEN POOLS
Qualification amortised per-unit at OEM · +$82K hidden. Tooling capital drag carried on fixed-cost base · +$34K hidden.
PHASE B
Movement / Supply Chain
+$1.19M / YR
Ocean freight · 8,400 km−$214K
Customs · duty 6.2%−$108K
Warehousing · 6 nodes−$142K
Inventory carrying · 12.4%−$188K
Variance buffer · ±22d−$94K
Expediting · AOG events−$168K
Transit insurance−$42K
◆ HIDDEN POOLS
Shadow inventory at every handoff node · +$124K. Demurrage + port-delay events (2.8/yr avg) · +$86K. Duty reclaim admin drag · +$18K.
PHASE C · DOMINANT
Life / MRO Operation
+$6.24M / YR
AOG events · 8 → 0.4/yr−$4.21M
Downtime · $150K/day−$1.18M
Fill rate · 72 → 99%−$412K
Reroute · dynamic−$188K
Service penalties · SLA−$142K
Crew + hotel · AOG ops−$68K
Asset utilisation loss−$52K
◆ HIDDEN POOLS · LARGEST
Over-maintenance from lead-time uncertainty · +$312K. Cascading schedule disruption across hub · +$268K. Customer compensation under fleet SLAs · +$94K.
PHASE D
Death / End-of-Life
+$142K / YR
Ti scrap recovery value+$62K
Disposal cost avoided−$18K
Powder reclaim · 94% loop−$34K
Reman potential · unlocked−$12K
Circularity credit−$8K
Obsolescence write-off−$8K
Reverse logisticsflat
◆ HIDDEN POOLS
Chip recovery from subtractive path never priced · +$28K. Ti sponge feedstock loop closes at node level · circular premium.
◆ CRADLE-TO-GRAVE TOTAL · ANNUAL VALUE UNLOCKED
A · BIRTH $1.21M
B · MOVE $1.19M
C · LIFE $6.24M
D · DEATH $0.14M
TOTAL $8.78M / YR
05

Value / Switching Decomposition

HORIZON ANNUAL · NPV 10Y @ 9.4%
SCOPE PART-LEVEL SWITCH DELTA

◆ WATERFALL · OLD WAY TCO → ANTONYM ANNUAL VALUE UNLOCKED ($M/YR)

$0
OLD WAY
TCO REF
+$1.21M
MFG
DELTA
+$1.19M
LOGISTICS
DELTA
+$0.41M
INVENTORY
RELEASE
+$6.24M
DOWNTIME
AVOIDANCE
+$0.31M
CARBON
DELTA
+$0.42M
RESILIENCE
PREMIUM
−$0.61M
ANTONYM
FaaS FEE
−$0.38M
QUAL
AMORTISE
$8.4M
ANNUAL VALUE
UNLOCKED
ANNUAL VALUE UNLOCKED
$8.4M/YR
▲ vs OLD WAY TCO
NPV · 10Y @ 9.4%
$52M
▲ IRR 340%
PAYBACK
4 months
▲ ON QUAL CAPEX
CO₂ AVOIDED · YR
4.5 tCO₂e
▲ SCOPE 1+2+3

◆ LIFECYCLE CO₂ · CRADLE-TO-GRAVE · kg/PART

OLD WAY 142 kg → ANTONYM 48 kg (−66%)
EXTRACTION · Ti SPONGE
18 kg
▼ 38 → 18 · −53%
FEEDSTOCK PROC
7 kg
▼ 24 → 7 · −71%
MANUFACTURING
11 kg
▼ 30 → 11 · −63%
FREIGHT · 8,400 → 280 km
2 kg
▼ 32 → 2 · −94%
OPERATIONAL LIFE
7 kg
▼ 9 → 7 · −22%
END-OF-LIFE · RECOVERY
3 kg
▼ 9 → 3 · −67%
06

Sensitivity / Commercial Drivers

MODE LIVE RESOLVE · ANNUAL VALUE UNLOCKED
ANCHOR AX7-4412-B · 48 u/yr

◆ DRAG TO REMODEL · VALUE UNLOCKED UPDATES LIVE

ANNUAL DEMAND · UNITS48
1050100
DOWNTIME COST · $/HOUR$10K
$0$5K$10K
MATERIAL COST · $/KG$50
$20$60$100
FREIGHT COST · $/KG · OLD WAY$14
$4$15$30
WACC · CAPITAL COST9.4%
5%10%15%
CARBON PRICE · $/T CO₂E$88
$0$100$200
DISRUPTION PROBABILITY · 10Y22%
0%25%50%
LEAD TIME VARIANCE · DAYS σ14
01530
◆ RESOLVED · ANNUAL VALUE UNLOCKED
$8.4M
▲ +$0.3M vs prior · NPV 10Y $52M · switch case holds positive across ±38% of all commercial drivers · break-even at demand = 11 u/yr
◆ TORNADO · VALUE UNLOCKED SENSITIVITY
DOWNTIME $/HOUR
±$2.8M
ANNUAL DEMAND
±$1.9M
DISRUPTION PROB
±$1.2M
LEAD TIME σ
±$0.8M
MATERIAL $/KG
±$0.4M
FREIGHT $/KG
±$0.3M
07

Methodology / Model Stack + Sources

LAYERS 6 · ALL METRICS BACK-REFERENCED
SOURCES 14 · 12 VERIFIED · SYNC 13:14Z

◆ ASSUMPTION LEDGER + PROVENANCE14 INPUTS

Ti-6Al-4V wire · $/kg48.20NORSK T-31
AOG cost · $/day · widebody150,000IATA 2026
Widebody fleet hours · annual4,820OPERATOR
Replacement cadence · MTBR3.8 yrsBOEING SB
OEM lead time · baseline126 daysOEM CAT
Ocean freight · $/kg14.20FREIGHTOS
Duty · HS 8803.206.2%USITC
Spare fill rate · historical72%MRO LOG
Disruption probability · 10Y22%FAA SDR
Carbon intensity · grid0.41 kg/kWhEIA 2026
Carbon price · ETS fwd$88/tUK ETS
WACC · discount rate9.4%CFO
Antonym node qual · Nadcap3 × AC7110/14NADCAP
Qualification capex · phase 1$380KESTIMATE

◆ MODEL STACKTAI-SWITCH v4.8.2

L1
CAD ingest · BREP + PMI parsing
STEP/IGES parsed into dual-graph (faces, edges, topology). FeatureNet v3 labels 47 features with PMI tolerance lift. Material, mass, envelope, and buy-to-fly inferred from geometry + feature corpus. Output: parsed feature graph.
L2
Cost driver extraction · physics priors
Machine time, material utilisation, setup count, post-process steps, and inspection burden estimated for both OLD WAY (subtractive) and ANTONYM WAY (DMLS + finish). Physics-based thermal, tolerance-stackup, and fixturing models trained on 312K qualified parts.
L3
Dual architecture simulation
OLD WAY pipeline (7-node linear chain, 126-day mean, ±22-day σ) and ANTONYM WAY network (3-node parallel reroute, 3-day mean, ±6-hour σ) simulated in parallel. Includes freight, customs, warehousing, inventory carrying, node capacity, and reroute dynamics.
L4
Operational exposure engine
Monte Carlo over failure cadence, demand volatility, disruption probability, and lead-time variance (10,000 samples). Produces AOG event distribution, fill-rate distribution, and probability-weighted downtime exposure for both architectures.
L5
Lifecycle LCA engine · ISO 14040
Cradle-to-grave CO₂ accounting across extraction, feedstock processing, manufacturing, freight, operational life, and end-of-life recovery. Scope 1+2+3 applied to both architectures. Grid intensity localised per node geography.
L6
Switch delta resolver · Bayesian
Posterior over 14 commercial drivers with freshness-weighted priors. Outputs annual value unlocked, NPV, IRR, payback, confidence bands, and tornado sensitivity. Every metric is back-referenced to formula, input values, source, and source date via the provenance ledger.
08

Report / Board-Ready Part Dossier

FORMAT 18-PAGE DILIGENCE MEMO
GRADE BOARD-READY · SIGNED
SWITCHING DOSSIER · AX7-4412-BLG MOUNT BRACKET · CENTRALISED → ANTONYM NETWORK · 18-PAGE MEMO
TAI-SWITCH
v4.8.2
2026·04·10
Executive Summary · excerpt from page 1

Producing AX7-4412-B through the incumbent centralised OEM pipeline leaks $8.4M of annual value per year across manufacturing, logistics, inventory, and — most critically — downtime exposure. Switching this single part to Antonym's distributed node network converts an 18-week pipeline into a 72-hour local production loop, eliminates six units of insurance inventory, and collapses AOG exposure by 93%. NPV 10Y $52M, IRR 340%, payback four months, confidence 93%. The switch case is robust across ±38% of all commercial drivers and remains positive down to 11 units/yr of demand.

Headline Metrics
ANNUAL VALUE
$8.4M
LEAD TIME
−98%
DOWNTIME AVOIDED
$11.7M
LIFECYCLE CO₂
−66%
Report Contents · 18 pages · 13 chapters
01 · Executive Summaryp.01
08 · Environmental Analysisp.11
02 · Part Overviewp.02
09 · Resilience Analysisp.12
03 · Switching Thesisp.03
10 · Regional Impact (opt)p.13
04 · Old Way vs Antonym Wayp.04
11 · Sensitivity + Scenariosp.14
05 · Lifecycle Economicsp.06
12 · Methodologyp.15
06 · Downtime Exposurep.08
13 · Source Appendixp.17
07 · Inventory + WCp.10
· signatures + hashp.18
TAI-SWITCH // SESSION 2026.04.10.1422Z · AX7-4412-B HASH 7f3c…9e11 · SIGNED
◆ EXPORT BOARD DOSSIER
GENERATE 18-PAGE DOSSIER (PDF)↓
EXPORT · EXEC SUMMARY (PDF · 2 PAGES)↓
EXPORT · BOARD DECK (PPTX)↓
EXPORT · LIFECYCLE MODEL (XLSX)↓
EXPORT · SOURCE APPENDIX ONLY↓
TRANSMIT TO PROCUREMENT + CFO→
◆ REPORT PROPERTIES
PAGES18
CHARTS / EXHIBITS22
CITATIONS14
FORMULA BACK-REFS47
CONFIDENCE93%
SYNC FRESHNESS13m
◆ AUDIT LOG
14:22:11L1 · CAD parse · 47 feat
14:22:13L2 · cost drivers extracted
14:22:14L3 · dual architecture sim
14:22:16L4 · exposure MC · 10K
14:22:18L5 · LCA · ISO 14040
14:22:19L6 · switch delta $8.4M
14:22:19dossier sealed · 7f3c…9e11