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

15201.208 - 15226.148 Nathan Lambert

they leave google and then they go back yeah yeah they're like they leave and they start a company because they have all these amazing research ideas and they're like wait infrastructure is hard software is hard and this is on gpus or if they try to use tpus same thing because they don't have access to all this code and so it's like how do you convince a company whose golden goose is search where they're making hundreds of billions of dollars from to start selling gpu or tpus uh which they used to only buy a couple billion of you know i think in 2023 they bought like