Lex Fridman Podcast
#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
Nathan Lambert
So in the US, you have all these platform SaaS companies, right? Salesforce and so on and so forth, right? In China, no one uses platform SaaS. everyone just builds their own stack because software engineering is much cheaper in China. Uh, partially because like people, STEM, number of STEM graduates, et cetera. Uh, so STEM is, so it's generally just cheaper to do. Um,
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