Lex Fridman Podcast
#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
Dylan Patel
And therefore, if AI takes a long time to become differentiated, we've kneecapped the financial performance of American companies. NVIDIA can sell less. TSMC cannot sell to China. So therefore, we have less demand to therefore keep driving the production cycle. So that's the assumption behind the timing being important.
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