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The faster AI progresses, the better NVIDIA does, so a shock like DeepSeek should expand its market rather than shrink it.

Drawn from what Nathan Lambert said

Subjectsemiconductors
What this subject means

semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.

What Nathan Lambert actually said

  1. Nathan Lambert Machine-learning researcher on open language models
    The more progress that AI makes or the higher the derivative of AI progress is, especially because NVIDIA's in the best place, the higher the derivative is, the sooner the market's going to be bigger and expanding and NVIDIA's the only one that does everything reliably right now.

    Where this was said

    Watch from 3:18:53 plays here

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

    3 Feb 2025 · video · 5h 06m · spoken · official transcript

    All 44 korrents from this recordingthis one is 27th

Added to korrents 7 Sept 2026 · How quotes work · Something wrong? Tell us

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