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

966.241 - 996.587 Jason Calacanis

For comparison, OpenAI spent reportedly $80, $100 million to train GPT-4, which you're all using now. And SAM claims they're going to spend a billion dollars training GPT-5. And so that's about 7% of the cost of GPT-4. Obviously, there are export restrictions on NVIDIA H100s to China. So there's a big debate as to if they actually have H1s or not. And Monday was a bloodbath in the stock market.