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

17003.328 - 17021.533 Nathan Lambert

A lot of the analysis happens in Excel, right? Like, it's just like, guys, like you guys can move 20 years forward with all the data you have and gathered and like do a lot better. It's just you need the engineering skills for software engineering to be delivered to the actual domain expert engineer. So I think that's the area where I'm like super duper bullish of generally AI creating value.