The leaked numbers completely ignore how much of their compute is subsidized. It also ignores how much of "R&D" is actually needed for the thing they offer to

The leaked numbers completely ignore how much of their compute is subsidized. It also ignores how much of "R&D" is actually needed for the thing they offer to keep working. Looking at the thread everyone seems to be presuming "R&D" is all "training new models", but that is uncertain.