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, and to give feedback, submit questions, contact Lex, etc.
CONTACT LEX: Feedback - give feedback to Lex: https://lexfridman.com/survey AMA - submit questions, videos or call-in: https://lexfridman.com/ama Hiring - join our team: https://lexfridman.com/hiring Other - other ways to get in touch: https://lexfridman.com/contact
EPISODE LINKS: Dylan's X: https://x.com/dylan522p SemiAnalysis: https://semianalysis.com/ Nathan's X: https://x.com/natolambert Nathan's Blog: https://www.interconnects.ai/ Nathan's Podcast: https://www.interconnects.ai/podcast Nathan's Website: https://www.natolambert.com/ Nathan's YouTube: https://youtube.com/@natolambert Nathan's Book: https://rlhfbook.com/
SPONSORS: To support this podcast, check out our sponsors & get discounts: Invideo AI: AI video generator. Go to https://invideo.io/i/lexpod GitHub: Developer platform and AI code editor. Go to https://gh.io/copilot Shopify: Sell stuff online. Go to https://shopify.com/lex NetSuite: Business management software. Go to http://netsuite.com/lex AG1: All-in-one daily nutrition drinks. Go to https://drinkag1.com/lex
OUTLINE: (00:00) - Introduction (13:28) - DeepSeek-R1 and DeepSeek-V3 (35:02) - Low cost of training (1:01:19) - DeepSeek compute cluster (1:08:52) - Export controls on GPUs to China (1:19:10) - AGI timeline (1:28:35) - China's manufacturing capacity (1:36:30) - Cold war with China (1:41:00) - TSMC and Taiwan (2:04:38) - Best GPUs for AI (2:19:30) - Why DeepSeek is so cheap (2:32:49) - Espionage (2:41:52) - Censorship (2:54:46) - Andrej Karpathy and magic of RL (3:05:17) - OpenAI o3-mini vs DeepSeek r1 (3:24:25) - NVIDIA (3:28:53) - GPU smuggling (3:35:30) - DeepSeek training on OpenAI data (3:45:59) - AI megaclusters (4:21:21) - Who wins the race to AGI? (4:31:34) - AI agents (4:40:16) - Programming and AI (4:47:43) - Open source (4:56:55) - Stargate (5:04:24) - Future of AI
PODCAST LINKS:
- Podcast Website: https://lexfridman.com/podcast
- Apple Podcasts: https://apple.co/2lwqZIr
- Spotify: https://spoti.fi/2nEwCF8
- RSS: https://lexfridman.com/feed/podcast/
- Podcast Playlist: https://www.youtube.com/playlist?list=PLrAXtmErZgOdP_8GztsuKi9nrraNbKKp4
- Clips Channel: https://www.youtube.com/lexclips https://lexfridman.com/deepseek-dylan-patel-nathan-lambert/?utm_source=rss&utm_medium=rss&utm_campaign=deepseek-dylan-patel-nathan-lambert
Войдите, чтобы добавить комментарий
Другие сообщения в этой группе
Robert Rodriguez is a legendary filmmaker and creator of Sin City, El Mariachi, Desperado, Spy Kids, Machete, From Dusk Till Dawn, Alita: Battle Angel, The Faculty, and his newest venture Brass Knuckl
Dave Smith is a comedian, libertarian, political commentator, and the host of Part of the Problem podcast. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep464-sc Se
Douglas Murray is the author of On Democracies and Death Cults, The War on The West, and The Madness of Crowds. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep463-
Ezra Klein is one of the most influential voices representing the left-wing of American politics. He is a columnist for the NY Times and host of The Ezra Klein Show. Derek Thompson is a writer at The
ThePrimeagen (aka Michael Paulson) is a programmer who has educated, entertained, and inspired millions of people to build software and have fun doing it. Thank you for listening ❤ Check out our spons
Narendra Modi is the Prime Minister of India. On YouTube this episode is available in English, Hindi, Russian (and soon other languages). Captions and voice-over audio tracks are provided (for the mai
Marc Andreessen is an entrepreneur, investor, co-creator of Mosaic, co-founder of Netscape, and co-founder of the venture capital firm Andreessen Horowitz. Thank you for listening ❤ Check out our spon
