Lex Fridman Podcast
#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
Conversations that explore technology, history, philosophy, physics, mathematics, biology, chemistry, engineering, AI, robotics, programming, music, film, art, sports, psychology, neuroscience, geopolitics, business, economics, religion, astronomy, and the human condition with people from all walks of life.
Show Notes
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Dylan Patel is the founder of SemiAnalysis, a research & analysis company specializing in semiconductors, GPUs, CPUs, and AI hardware. Nathan Lambert is a research scientist at the Allen Institute for AI (Ai2) and the author of a blog on AI called Interconnects.
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Transcript:
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EPISODE LINKS:
Dylan’s X: https://x.com/dylan522p
SemiAnalysis: https://semianalysis.com/
Nathan’s X: https://x.com/natolambert
Nathan’s Blog: https://www.interconnects.ai/
Nathan’s Podcast: https://www.interconnects.ai/podcast
Nathan’s Website: https://www.natolambert.com/
Nathan’s YouTube: https://youtube.com/@natolambert
Nathan’s Book: https://rlhfbook.com/
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OUTLINE:
() – Introduction
() – DeepSeek-R1 and DeepSeek-V3
() – Low cost of training
() – DeepSeek compute cluster
() – Export controls on GPUs to China
() – AGI timeline
() – China’s manufacturing capacity
() – Cold war with China
() – TSMC and Taiwan
() – Best GPUs for AI
() – Why DeepSeek is so cheap
() – Espionage
() – Censorship
() – Andrej Karpathy and magic of RL
() – OpenAI o3-mini vs DeepSeek r1
() – NVIDIA
() – GPU smuggling
() – DeepSeek training on OpenAI data
() – AI megaclusters
() – Who wins the race to AGI?
() – AI agents
() – Programming and AI
() – Open source
() – Stargate
() – Future of AI
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