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

6611.582 - 6630.975 Nathan Lambert

Which is like some special chemistry plus nanomanufacturing on one line of tools that continues to get iterated. And yeah, it's just like, it's like specific plasma edge for removing silicon dioxide, right? That's all you focus on your whole career. And it's like such a specialized thing. And so it's not like the tasks are transferable. AI today is awesome because like people can pick it up like,