Lex Fridman Podcast
Lex Fridman Podcast
Lex Fridman
#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
5 hour 16 minutes Posted Feb 3, 2025 at 3:37 am.
) – 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
0:00
5:16:20
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Show notes
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:
https://lexfridman.com/deepseek-dylan-patel-nathan-lambert-transcript
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EPISODE LINKS:
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SemiAnalysis: https://semianalysis.com/
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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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