Lex Fridman Podcast
#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
Dylan Patel
We are both NVIDIA bulls here, I would say. And in some ways, the market response is reasonable. NVIDIA's biggest customers in the US are major tech companies, and they're spending a ton on AI. And a simple interpretation of DeepSeek is you can get really good models without spending as much on AI.
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