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

8751.228 - 8772.426 Nathan Lambert

And we talked about the CEO, this reverent figure who's quite different, who has very different viewpoints based on the Chinese interviews that are translated than what the CCP might necessarily want. Now, to be clear, right, does he have a loss leader because he can fund it through his hedge fund? Yeah, sure. So the hedge fund might be subsidizing it. Yes. I mean, they absolutely did, right?