Lex Fridman Podcast
#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
Nathan Lambert
And so like part of it is OpenAI has a fantastic margin, right? They're serving, when they're doing inference, their gross margins are north of 75%, right? So that's a four to five X factor right there of the cost difference is that OpenAI is just making crazy amounts of money because they're the only one with the capability.
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