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Lex Fridman Podcast

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

7646.656 - 7670.366 Nathan Lambert

They had orders in for a couple million this year and just gone for H20, B20, a successor to H20. And now they're all gone. Now, why would they do this? I think it's very clear. The H20 is actually better for certain tasks. And that certain task is reasoning. right? Reasoning is incredibly different than... When you look at the different regimes of models, right?

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