Lex Fridman Podcast
#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
Nathan Lambert
Five-year timelines are sort of what the more executives and such of AI companies and even big tech companies believe. But even 10-year timelines, it's reasonable. But once you get to, hey, these timelines are below that time period, then the only way to create a sizable advantage or disadvantage for America versus China is if you constrain compute. Because
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