这篇论文提出了一个评估兼容性声明的框架，对于企业买家来说，了解何时兼容性声明真正降低了风险，而不是仅仅降低了首次集成成本，非常有用。特别是对于AI基础设施的评估，这个框架提供了重要的指导。
企业基础设施买家通常将兼容性声明（如“S3兼容”、“PostgreSQL兼容”、“OpenAI兼容”）作为未来替代选择的代理。然而，大多数兼容性声明并未托管它们所暗示的替代路径。本文引入了替代托管阈值，这是一个五条件框架，用于确定兼容性声明是否真正降低了机构风险，而不仅仅是降低了首次集成成本。五个条件——边界封闭、可执行符合性、保管独立性、状态和操作可逆性以及扩展隔离——应用于五个基础设施案例（OCI、Kubernetes、OpenTelemetry、S3、PostgreSQL），这些案例填充了五个不同的结果单元格。该框架为评估兼容性依赖型基础设施决策的企业架构师、平台工程师、采购团队和投资者提供了可操作的诊断，并确定了AI基础设施是该框架最紧迫的下一个应用。
The Substitution Escrow Threshold: When "Compatible With" Becomes Safe Enough to Buy
Enterprise infrastructure buyers routinely evaluate compatibility claims--"S3-compatible," "PostgreSQL-compatible," "OpenAI compatible"--as proxies for future substitution options. Yet most compatibility claims do not escrow the substitution path they imply. This paper introduces the Substitution Escrow Threshold, a five-condition framework that determines when a compatibility claim genuinely reduces institutional risk versus merely reducing first-integration cost. The five conditions--boundary closure, executable conformance, custody independence, state and operations reversibility, and extension quarantine--are applied to five infrastructure cases (OCI, Kubernetes, OpenTelemetry, S3, PostgreSQL) that populate five distinct outcome cells. The framework produces actionable diagnostics for enterprise architects, platform engineers, procurement teams, and investors evaluating compatibility-dependent infrastructure decisions, and identifies AI infrastructure as the framework's most urgent next application.