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Gradient Dissent
Lukas Biewald speaks with AI leaders about cutting-edge machine learning and the practical intricacies of bringing models into production.
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Deepseek, Stargate and AI’s $600 billion question with Sequoia Capital’s David Cahn
DeepSeek suggests GPT-4 parity can emerge with cheaper models and challenges the assumption that ever-larger data centers will produce the next breakthrough.Cahn estimates one year of infrastructure investment requires roughly $600 billion of downstream revenue, while Microsoft’s $80 billion commitment and application-specific AI search offer competing signals for capital allocation.