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

14236.075 - 14256.096 Nathan Lambert

I'll just build natural gas plants. This is what Meta is doing in Louisiana. This is what OpenAI is doing in Texas and all these different places. They may not be doing it directly, but they are partnered with someone. And so There is a couple hopes, right? One is, Elon, what he's doing in Memphis is to the extreme. They're not just using dual combine cycle gas, which is super efficient.