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

16090.133 - 16110.669 Nathan Lambert

You have to believe that, and you know, there's a lot of discussions that tokens and tokenomics and LLM APIs are the next compute layer, or the next paradigm for the economy, kind of like energy and oil was. But there's also like, you have to sort of believe that APIs and chat are not where AI is stuck, right? It is actually just tasks and agents and robotics and computer use.