DeepSeek, Stargate, and the new AI arms race

1420.61 - 1441.099 Kylie Robison

We have sunk so much money into these models, and we're not exactly seeing the huge returns that we expected. We're not exactly seeing huge differences in the models like we saw right at the beginning. I think that that's just sort of normal trajectory for AI. This is all normal trajectory for chips. They're going to get cheaper and it's going to be more efficient to create these models.