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

4779.096 - 4799.538 Dylan Patel

I don't like to attribute specific abilities because predicting specific abilities and when is very hard. I think mostly if you're going to say that I'm feeling the AGI is that I expect continued rapid surprising progress over the next few years. So something like R1 is less surprising to me from deep seek because I expect there to be new paradigms where substantial progress can be made.