Decoder with Nilay Patel
DeepSeek, Stargate, and the new AI arms race
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And once those models are trained up, it also costs a fortune to run inference on them for businesses and consumers. And only some of those users are paying anything at all to access the models. If you've been following along, you know that the nascent commercial AI industry in the United States hasn't made any money yet, even though it's spending so much.
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