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Lex Fridman Podcast

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

12265.526 - 12286.342 Lex Fridman

So it'll get cheaper and cheaper and cheaper. The big DeepSeek R1 release freaked everybody out because of the cheaper. One of the manifestations of that is Nvidia stock plummeted. Can you explain what happened? I mean, and also just explain this moment and whether, you know, if Nvidia is going to keep winning.

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