Active firm

Each scenario has fully independent state.

Appendix D

Streaming case + fiscal blocs

From inversion premium to consumer price: how AI-substitution flows through to subscription pricing, and what the resulting fiscal impact looks like across Brazil, France, and the United States over 5 years.

Paper-canonical · independent of active firm

Three substitution scenarios

Stacked decomposition of the monthly price under conservative / moderate / aggressive substitution. Engineering and support compress; content licensing is the unmovable floor (Layer 6).

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