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Lex Fridman Podcast

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

8692.671 - 8708.141 Nathan Lambert

They're very efficient, good companies. And I do know those companies make money, right? Not tons of money on inference, but they make money. And so they're serving at like a five to seven X difference in cost, right? And so now when you equate, okay, OpenAI is making tons of money, that's like a five X difference.

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