logo
episode-header-image
Feb 2025
5h 16m

#459 – DeepSeek, China, OpenAI, NVIDIA, ...

LEX FRIDMAN
About this episode
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 be ... Show More
Up next
Today
#478 – Scott Horton: The Case Against War and the Military Industrial Complex
Scott Horton is the director of the Libertarian Institute, editorial director of Antiwar.com, host of The Scott Horton Show, co-host of Provoked, and for the past three decades a staunch critic of U.S. military interventionism. Thank you for listening ❤ Check out our sponsors: ht ... Show More
10h 35m
Aug 13
#477 – Keyu Jin: China’s Economy, Tariffs, Trade, Trump, Communism & Capitalism
Keyu Jin is an economist specializing in China's economy, international macroeconomics, global trade imbalances, and financial policy. She is the author of The New China Playbook: Beyond Socialism and Capitalism. Thank you for listening ❤ Check out our sponsors: https://lexfridma ... Show More
1h 57m
Aug 1
#476 – Jack Weatherford: Genghis Khan and the Mongol Empire
Jack Weatherford is an anthropologist and historian specializing in Genghis Khan and the Mongol Empire. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep476-sc See below for timestamps, transcript, and to give feedback, submit questions, contact ... Show More
4h 39m
Recommended Episodes
Oct 2024
Dylan Patel & Jon (Asianometry) – How the Semiconductor Industry Actually Works
A bonanza on the semiconductor industry and hardware scaling to AGI by the end of the decade.Dylan Patel runs Semianalysis, the leading publication and research firm on AI hardware. Jon Y runs Asianometry, the world’s best YouTube channel on semiconductors and business history.* ... Show More
2h 9m
Apr 2025
Nvidia’s AI Chief: “AI Agents Will Solve the World’s Biggest Problems”
Episode 53: What role will AI agents play in addressing global challenges? Join Matt Wolfe (https://x.com/mreflow) Amanda Saunders (https://x.com/amandamsaunders), Director of Enterprise Generative AI Product Marketing at Nvidia, then Bob Pette (https://x.com/RobertPette) Vice Pr ... Show More
46m 1s
Apr 2025
2027 Intelligence Explosion: Month-by-Month Model — Scott Alexander & Daniel Kokotajlo
Scott and Daniel break down every month from now until the 2027 intelligence explosion.Scott Alexander is author of the highly influential blogs Slate Star Codex and Astral Codex Ten. Daniel Kokotajlo resigned from OpenAI in 2024, rejecting a non-disparagement clause and risking ... Show More
3h 4m
May 8
AI Rollup: AI Robots and The $10T Arms Race
Welcome to the AI Rollup, from the Limitless Podcast. David, Ejaaz, and Josh break down the week’s most important AI headlines, from OpenAI’s $3B Windsurf acquisition and Google’s full-stack AI play, to Visa and Mastercard preparing for agentic commerce. We explore the state of r ... Show More
1h 20m
Dec 2024
The geopolitics of chips: Nvidia and the AI boom
Amid the artificial intelligence boom, demand for AI chips has exploded. But this push for chips also creates new challenges for countries and companies. How will countries cope with the huge amounts of energy these chips consume? Will anyone compete with Nvidia to supply the AI ... Show More
23m 30s
Aug 2024
Gaudi processors & Intel's AI portfolio
There is an increasing desire for and effort towards GPU alternatives for AI workloads and an ability to run GenAI models on CPUs. Ben and Greg from Intel join us in this episode to help us understand Intel’s strategy as it related to AI along with related projects, hardware, and ... Show More
46m 28s
Jul 2024
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss Silicon Valley’s Political 180, META’s Open AI disruption, the importance of a COVID Postmortem and Dr. Jay Bhattacharya, Wiz IPO, FSD 12.5, Cr ... Show More
1h 17m
Mar 2025
869: AI Should Make Humans Wiser (But It Isn’t), with Varun Godbole
Jon Krohn talks to Varun Godbole about AI prompt engineering, generative wisdom, and AI generalists in this episode all about the interrelationships between humans and AI. Additional materials: www.superdatascience.com/869 This episode is brought to you by the Dell AI Factory wit ... Show More
1h 19m
Dec 2024
The Best of 2024 with Sarah Guo and Elad Gil
2024 has been a year of transformative technological progress, marked by conversations that have reshaped our understanding of AI's evolution and what lies ahead. Throughout the year, Sarah and Elad have had the privilege of speaking with some of the brightest minds in the field. ... Show More
27m 7s
Sep 2024
How AI Will Revolutionize the $187B Gaming Industry ft. Moritz Baier-Lentz
Episode 24: How is AI revolutionizing the game development landscape? Matt Wolfe (https://x.com/mreflow) and Nathan Lands (https://x.com/NathanLands) sit down with Moritz Baier-Lentz (https://www.linkedin.com/in/moritzbaierlentz/), a professional gamer turned venture capitalist, ... Show More
49m 53s