Cover art for Lex Fridman Podcast

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

Lex Fridman Podcast

Published
February 3, 2025
Duration
5h 16m
Summary source
description
Last updated
Jul 5, 2026

Discusses openai, society, culture.

Summary

Dylan Patel is the founder of SemiAnalysis, a research & analysis company specializing in semiconductors, GPUs, CPUs, and AI hardware. Nathan Lambert is a research scientist at the Allen Institute for AI (Ai2) and the author of a blog on AI called Interconnects. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep459-sc See…

Intelligent Report

Sign in to read teasers, or upgrade to Research Pro to commission intelligent report for this episode. Learn more →

Show notes

Dylan Patel is the founder of SemiAnalysis, a research & analysis company specializing in semiconductors, GPUs, CPUs, and AI hardware. Nathan Lambert is a research scientist at the Allen Institute for AI (Ai2) and the author of a blog on AI called Interconnects. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep459-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/deepseek-dylan-

Themes

  • openai
  • society
  • culture