Source item
Open original source ↗Quoted context
These are the quoted author’s words.
Here's my 5-hour conversation with @dylan522p and @natolambert on DeepSeek, China, OpenAI, NVIDIA, xAI, Google, Anthropic, Meta, Microsoft, TSMC, Stargate, megacluster buildouts, RL, reasoning, and a lot of other topics at the cutting edge of AI. This is was a mind-blowing, super-technical, and fun conversation. Yes, we discuss r1 and o3-mini, but more importantly we look into the future of technology, geopolitics, and humanity in a world that stands on the precipice of a global AI revolution. The first 4 hours are here on X (4 hours is current limit), and the full 5 hours are up everywhere else. Links in comment. Timestamps: 0:00 - Introduction 3:33 - DeepSeek-R1 and DeepSeek-V3 25:07 - Low cost of training 51:25 - DeepSeek compute cluster 58:57 - Export controls on GPUs to China 1:09:16 - AGI timeline 1:18:41 - China's manufacturing capacity 1:26:36 - Cold war with China 1:31:05 - TSMC and Taiwan 1:54:44 - Best GPUs for AI 2:09:36 - Why DeepSeek is so cheap 2:22:55 - Espionage 2:31:57 - Censorship 2:44:52 - Andrej Karpathy and magic of RL 2:55:23 - OpenAI o3-mini vs DeepSeek r1 3:14:31 - NVIDIA 3:18:58 - GPU smuggling 3:25:36 - DeepSeek training on OpenAI data 3:36:04 - AI megaclusters 4:11:26 - Who wins the race to AGI? 4:21:39 - AI agents 4:30:21 - Programming and AI 4:37:49 - Open source 4:47:01 - Stargate 4:54:30 - Future of AI
lexfridman ↗