Port upstream 0.64.0: Antigravity cost follow-ups - lower bounds, withheld reads, --refresh (stacked on #610) - #706

Port upstream 0.64.0: Antigravity cost follow-ups - lower bounds, withheld reads, --refresh (stacked on #610)#706

Finesssee wants to merge 2 commits into

codex/integrate-reviewed-ports-20260923nesszer/Win-CodexBar:codex/integrate-reviewed-ports-20260923from

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