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

16327.04 - 16348.593 Dylan Patel

There's a lot of the term agent applied to things like Apple intelligence, which we still don't have after the last WWDC, which is orchestrating between apps. And that type of tool use thing is something that language models can do really well. Apple intelligence, I suspect, will come eventually. It's a closed domain. It's your messages app integrating with your photos, with AI in the background.