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

15576.124 - 15595.783 Nathan Lambert

Going back to earlier, only three companies can R&D, right? Taiwan, Hsinchu, Samsung, Pyongyang, and then Intel Hillsborough. Samsung's doing horribly. Intel's doing horribly. We could be in a world where there's only one company that can do R&D. And that one company already manufactures most of the chips. They've been gaining market share anyways, but like... That's a critical thing, right?