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

15776.316 - 15796.354 Nathan Lambert

Yeah, to do things like reasoning, right? Now that that exists, they're going to scale it, they're going to do a lot of research still. I think the... People focus on the payback question, but it's really easy to just be like, well, GDP is humans and industrial capital, right? And if you can make intelligence cheap, then you can grow a lot, right? That's the sort of dumb way to explain it.