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

15888.587 - 15916.264 Lex Fridman

Yeah, it seems like Google... slash XAI slash Tesla, important to say, and then Meta will benefit not directly from the AI, like the LLMs, but from the intelligence, like the additional boost of intelligence to the products they already sell. So whether that's the recommendation system, or for Elon, who's been talking about Optimus, the robot, potentially the intelligence of the robot.