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All-In with Chamath, Jason, Sacks & Friedberg

DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

1653.843 - 1673.357 Chamath Palihapitiya

So maybe they were constrained, Sachs, practically speaking, by some amount of compute that caused them to find this, which you may not have found if you had just a total surplus of compute availability. And then the second thing that was crazy is everybody is used to building models and compiling through CUDA, which is NVIDIA's proprietary language,

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