{ "version": 4, "baseline_v3": { "low_musd": 284.61974, "central_musd": 844.33319, "high_musd": 3496.722795, "documented_input_central_musd": 462.082948 }, "additions": { "low_musd": 32.578072, "central_musd": 148.79738, "high_musd": 463.022664, "documented_input_central_musd": 39.522764 }, "adjustments": [ { "family": "Command R / R+", "delta_musd": [ 0.0, -1.8014399999999995, -35.028 ], "reason": "Remove possible overlap from blanket successor allowance." } ], "selected_total": { "low_musd": 317.197812, "central_musd": 991.32913, "high_musd": 3924.717459, "documented_input_central_musd": 501.605712 }, "families": 75, "new_components": 23, "additions_by_org": { "NVIDIA": 36.719136, "Cohere": 28.3284, "xAI": 9.763200000000001, "SK Telecom": 9.33768, "Alibaba": 6.8309999999999995, "Z.ai": 5.184, "ByteDance Seed": 4.6656, "Meta": 17.570576, "AI21 Labs": 8.121599999999999, "StepFun": 10.357199999999999, "Ai2": 2.3491079999999998, "Mistral AI": 9.56988 }, "total_hub_musd": null, "unknown_mass_musd": null, "probability_over_billion": null, "central_without_cosmos": 954.609994, "central_without_unconfirmed_new_bases": 926.42005, "rules": [ "Same FLOP price and generation token priors as V3; no target-based tuning.", "Reported tokens do not imply observed dollars.", "Low/high scenarios are not confidence intervals.", "Known lineage overlap excluded; uncertain independence is a central assumption with zero-addition low branch.", "Cosmos1 capacity allocation is hypothetical; Cosmos3 uses a rough architecture proxy, not ambiguous throughput.", "No unpriced tail forfait added." ] }