https://thezvi.substack.com/p/deepseek-panic-at-the-app-store

Conditional on Zvi reporting a definitive cost to create DeepSeek V3, how much will it be?

Resolves as N/A if the cost remains a matter of reasonable debate, as it is today, or Zvi never revisits it.

There are degrees of freedom in deciding how much a model costs, because there are different ways reasonable people could attribute the capex and opex involved to the model vs other outcomes, so we’ll defer to Zvi’s judgment. We will also defer to Zvi’s judgment even if some reasonable people disagree with him.