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
Oct 1
#482 – Pavel Durov: Telegram, Freedom, Censorship, Money, Power & Human Nature
Pavel Durov is the founder and CEO of Telegram. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep482-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/pavel-duro ... Show More
4h 42m
Sep 19
#481 – Norman Ohler: Hitler, Nazis, Drugs, WW2, Blitzkrieg, LSD, MKUltra & CIA
Norman Ohler is a historian and author of "Blitzed: Drugs in the Third Reich," a book that investigates the role of psychoactive drugs, particularly stimulants such as methamphetamine, in the military history of World War II. It is a book that two legendary historians Ian Kershaw ... Show More
4h 31m
Sep 4
#480 – Dave Hone: T-Rex, Dinosaurs, Extinction, Evolution, and Jurassic Park
Dave Hone is a paleontologist, expert on dinosaurs, co-host of the Terrible Lizards podcast, and author of numerous scientific papers and books on the behavior and ecology of dinosaurs. He lectures at Queen Mary University of London on topics of Ecology, Zoology, Biology, and Evo ... Show More
3h 41m
Recommended Episodes
Sep 24
TECH002: Jensen Huang & NVIDIA w/ Seb Bunney - Review of The Thinking Machine by Stephen Witt
Preston and Seb launch their tech book review series with a deep dive into The Thinking Machine, a book about NVIDIA and its CEO Jensen Huang. They explore NVIDIA’s transformation from a gaming hardware company to a key player in AI, discussing CUDA, leadership strategy, robotics ... Show More
1h 7m
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
Sep 22
Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
Nvidia’s $5 billion investment in Intel is one of the biggest surprises in semiconductors in years. Two longtime rivals are now teaming up, and the ripple effects could reshape AI, cloud, and the global chip race.To make sense of it all, Erik Torenberg is joined by Dylan Patel, c ... Show More
1h 40m
Sep 26
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, Brad and Clark Tang sit down with Jensen Huang, founder & CEO of NVIDIA, for a sweeping deep dive on the new era of AI. From the $100B partnership with Ope ... Show More
1h 44m
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
Sep 11
Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, guest host Altimeter’s Apoorv Agrawal explores how OpenAI is reshaping enterprise with Sherwin Wu, Head of Engineering OpenAI Platform, and Olivier Godemen ... Show More
1h 8m
Nov 2024
NVIDIA's Jensen Huang on AI Chip Design, Scaling Data Centers, and his 10-Year Bets
In this week’s episode of No Priors, Sarah and Elad sit down with Jensen Huang, CEO of NVIDIA, for the second time to reflect on the company’s extraordinary growth over the past year. Jensen discusses AI’s takeover of datacenters and NVIDIA’s rapid development of x.AI’s superclus ... Show More
36m 53s
Jan 2025
DeepSeeking Power: China’s AI Gambit
A little-known Chinese AI startup just sent shockwaves through the global tech world—wiping off $593 billion from the market value of one of the world’s most valuable companies and challenging Silicon Valley’s dominance. How did DeepSeek, a newcomer, manage to rattle AI behemoths ... Show More
28m 53s
Aug 21
Amazon is betting on agents to win the AI race
This is Alex Heath, your Thursday episode guest host and deputy editor at The Verge. One of the biggest topics in AI these days is agents — the idea that AI is going to move from chatbots to reliably completing tasks for us in the real world. But the problem with agents is that t ... Show More
53m 50s