Lex Fridman Podcast
#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
Dylan Patel
The more progress that AI makes or the higher the... derivative of AI progress is, especially. Because NVIDIA is in the best place. The higher the derivative is, the sooner the market's going to be bigger and expanding. And NVIDIA is the only one that does everything reliably right now.
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