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

18295.844 - 18316.773 Nathan Lambert

I really enjoy tracking supply chain and like who's involved in what. I really do. It's really fun to see like the numbers, the cost, who's building what capacity, helping them figure out how much capacity they should build, winning deals, strategic stuff. That's really cool. I think technologically, there's a lot around the networking side that really excites me with optics and electronics, right?