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

12477.426 - 12495.282 Nathan Lambert

Right. And semiconductors is, you know, we're at 50 years of Moore's law. Every two years, half the cost, double the transistors, just like clockwork. And it's slowed down, obviously. But like the semiconductor industry has gone up the whole time. Right. It's been wavy. Right. There's obviously cycles and stuff. And I don't expect AI to be any different. Right. There's going to be ebbs and flows.