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Lex Fridman Podcast

Long-form conversations with researchers, founders, scientists, and public figures across AI, technology, science, philosophy, and geopolitics.

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Lex Fridman PodcastEN · 316 min

DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459

Lex FridmanDylan PatelNathan Lambert

DeepSeek’s V3 and R1 reset the AI cost curve through reinforcement learning, open weights, mixture-of-experts routing, and MLA, not a mythical $5 million frontier model.With roughly 37 billion of 600-plus billion parameters active per token and custom H800 scheduling, efficiency may expand inference demand, while export controls, TSMC, power, and cooling remain decisive constraints.