DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459

Lex Fridman · 5:06:19

2,110,673 views · 28,503 likes · Feb 3, 2025

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-sb
See below for timestamps, transcript, and to g…

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-sb
See below for timestamps, transcript, and to g…

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