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

<p>Dylan Patel is the founder of SemiAnalysis, a research &amp; 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.<br /> Thank you for listening ❤ Check out our sponsors: <a href="https://lexfridman.com/sponsors/ep459-sc">https://lexfridman.com/sponsors/ep459-sc</a><br /> See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc.</p> <p><b>Transcript:</b><br /> <a href="https://lexfridman.com/deepseek-dylan-patel-nathan-lambert-transcript">https://lexfridman.com/deepseek-dylan-patel-nathan-lambert-transcript</a></p> <p><b>CONTACT LEX:</b><br /> <b>Feedback</b> &#8211; give feedback to Lex: <a href="https://lexfridman.com/survey">https://lexfridman.com/survey</a><br /> <b>AMA</b> &#8211; submit questions, videos or call-in: <a href="https://lexfridman.com/ama">https://lexfridman.com/ama</a><br /> <...