Lex Fridman Podcast
#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
Nathan Lambert
Effectively, there are three places in the world that are doing leading edge R&D. There's Hsinchu, Taiwan, there's Hillsborough, Oregon, and there is Pyongyang, South Korea. These three places are doing the leading edge R&D for the rest of the world's leading edge semiconductors. Now, manufacturing can be distributed more globally. right?
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