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

6631.055 - 6654.335 Nathan Lambert

that. Semiconductor manufacturing is very antiquated and difficult. None of the materials are online for people to read easily and learn. The papers are very dense and it takes a lot of experience to learn. And so it makes the barrier to entry much higher too. So when you talk about, hey, you have all these people that are super specialized, they will work 80 hours a week in a factory, in a fab,