Lex Fridman Podcast
#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
Nathan Lambert
That's sort of like one of these things that's like, oh, okay, well, maybe he doesn't want to subsidize the semiconductor industry. Obviously, tariffing Taiwan is going to cost a lot of things to go get much more expensive, but does it change the equation for TSMC building more fabs in the US? That's what he's sort of positing, right?
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