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

4509.634 - 4532.321 Nathan Lambert

ai is is like measured in the power of in like how much power is delivered to compute right or how much uh is being you know that's sort of a way of thinking about what's the economic output is just how much power you directing towards that ai should we talk about reasoning models with this as a way that this might be actionable as something that people can actually see so the reasoning models that are coming out with r1 and o1 they're designed to use more compute there's a lot of