#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters

2025-02-03 · 316 min · 31 entities

episode page audio

Asserted relationships

→ authored a blog on AI called Interconnects book

0.62

evidence
author of a blog on AI called Interconnects
→ hosted by Lex Fridman person

0.55

evidence
Feed author/publisher: Lex Fridman
→ founded SemiAnalysis company

0.54

evidence
founder of SemiAnalysis
→ works at SemiAnalysis company

0.50

evidence
founder of SemiAnalysis
→ discusses Technology concept

0.40

evidence
Feed category: Technology
→ discusses Science concept

0.40

evidence
Feed category: Science
→ discusses Society & Culture concept

0.40

evidence
Feed category: Society & Culture
→ discusses Philosophy concept

0.40

evidence
Feed category: Philosophy
→ references Lexpod website

0.38

evidence
Link in episode "#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters": https://invideo.io/i/lexpod
→ references Copilot website

0.38

evidence
Link in episode "#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters": https://gh.io/copilot
→ references semianalysis.com website

0.38

evidence
Link in episode "#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters": https://semianalysis.com/
→ references interconnects.ai website

0.38

evidence
Link in episode "#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters": https://interconnects.ai/
→ references natolambert.com website

0.38

evidence
Link in episode "#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters": https://natolambert.com/
→ references @Natolambert website

0.38

evidence
Link in episode "#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters": https://youtube.com/@natolambert
→ references rlhfbook.com website

0.38

evidence
Link in episode "#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters": https://rlhfbook.com/

Entities found in this episode

websites 14

mentioned Lexpod website

0.45

evidence
Link in episode "#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters": https://invideo.io/i/lexpod
mentioned Copilot website

0.45

evidence
Link in episode "#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters": https://gh.io/copilot
mentioned semianalysis.com website

0.45

evidence
Link in episode "#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters": https://semianalysis.com/
mentioned interconnects.ai website

0.45

evidence
Link in episode "#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters": https://interconnects.ai/
mentioned natolambert.com website

0.45

evidence
Link in episode "#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters": https://natolambert.com/
mentioned @Natolambert website

0.45

evidence
Link in episode "#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters": https://youtube.com/@natolambert
mentioned rlhfbook.com website

0.45

evidence
Link in episode "#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters": https://rlhfbook.com/
references Lexpod website

0.38

evidence
Link in episode "#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters": https://invideo.io/i/lexpod
references Copilot website

0.38

evidence
Link in episode "#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters": https://gh.io/copilot
references semianalysis.com website

0.38

evidence
Link in episode "#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters": https://semianalysis.com/
references interconnects.ai website

0.38

evidence
Link in episode "#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters": https://interconnects.ai/
references natolambert.com website

0.38

evidence
Link in episode "#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters": https://natolambert.com/
references @Natolambert website

0.38

evidence
Link in episode "#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters": https://youtube.com/@natolambert
references rlhfbook.com website

0.38

evidence
Link in episode "#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters": https://rlhfbook.com/

concepts 9

mentioned Technology concept

0.50

evidence
Feed category: Technology
mentioned Science concept

0.50

evidence
Feed category: Science
mentioned Society & Culture concept

0.50

evidence
Feed category: Society & Culture
mentioned Philosophy concept

0.50

evidence
Feed category: Philosophy
discusses Technology concept

0.40

evidence
Feed category: Technology
discusses Science concept

0.40

evidence
Feed category: Science
discusses Society & Culture concept

0.40

evidence
Feed category: Society & Culture
discusses Philosophy concept

0.40

evidence
Feed category: Philosophy
mentioned TSMC concept

0.35

evidence
TSMC

companys 4

mentioned SemiAnalysis company

0.68

evidence
founder of SemiAnalysis
founded SemiAnalysis company

0.54

evidence
founder of SemiAnalysis
works at SemiAnalysis company

0.50

evidence
founder of SemiAnalysis
mentioned NVIDIA company

0.35

evidence
NVIDIA

books 2

mentioned a blog on AI called Interconnects book

0.72

evidence
author of a blog on AI called Interconnects
authored a blog on AI called Interconnects book

0.62

evidence
author of a blog on AI called Interconnects

persons 2

mentioned Lex Fridman person

0.70

evidence
Feed author/publisher: Lex Fridman
hosted by Lex Fridman person

0.55

evidence
Feed author/publisher: Lex Fridman

Episode description as stored

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. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep459-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/deepseek-dylan-patel-nathan-lambert-transcript CONTACT LEX: Feedback – give feedback to Lex: https://lexfridman.com/survey AMA – submit questions, videos or call-in: https://lexfridman.com/ama Hiring – join our team: https://lexfridman.com/hiring Other – other ways to get in touch: https://lexfridman.com/contact 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/ SPONSORS: To support this podcast, check out our sponsors & get discounts: Invideo AI: AI video generator. Go to https://invideo.io/i/lexpod GitHub: Developer platform and AI code editor. Go to https://gh.io/copilot Shopify: Sell stuff online. Go to https://shopify.com/lex NetSuite: Business management software. Go to http://netsuite.com/lex AG1: All-in-one daily nutrition drinks. Go to https://drinkag1.com/lex OUTLINE: (00:00) – Introduction (13:28) – DeepSeek-R1 and DeepSeek-V3 (35:02) – Low cost of training (1:01:19) – DeepSeek compute cluster (1:08:52) – Export controls on GPUs to China (1:19:10) – AGI timeline (1:28:35) – China’s manufacturing capacity (1:36:30) – Cold war with China (1:41:00) – TSMC and Taiwan (2:04:38) – Best GPUs for AI (2:19:30) – Why DeepSeek is so cheap (2:32:49) – Espionage (2:41:52) – Censorship (2:54:46) – Andrej Karpathy and magic of RL (3:05:17) – OpenAI o3-mini vs DeepSeek r1 (3:24:25) – NVIDIA (3:28:53) – GPU smuggling (3:35:30) – DeepSeek training on OpenAI data (3:45:59) – AI megaclusters (4:21:21) – Who wins the race to AGI? (4:31:34) – AI agents (4:40:16) – Programming and AI (4:47:43) – Open source (4:56:55) – Stargate (5:04:24) – Future of AI