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

15261.564 - 15278.491 Nathan Lambert

If there's no revenue for AI stuff or not enough revenue, then obviously, like, it's going to blow up, right? You know, people won't continue to spend on GPUs forever. And then NVIDIA is trying to move up the stack with, like, software that they're trying to sell and license and stuff, right? But... Google has never had that DNA of like, this is a product we should sell, right?