
Lex Fridman Podcast
Lex Fridman
Catégories: Technologie
Écoutez le dernier épisode:
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.
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See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc.
Transcript:
https://lexfridman.com/deepseek-dylan-patel-nathan-lambert-transcript
CONTACT LEX:
Feedback - give feedback to Lex: https://lexfridman.com/survey
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Other - other ways to get in touch: https://lexfridman.com/contact
EPISODE LINKS:
Dylan's X: https://x.com/dylan522p
SemiAnalysis: https://semianalysis.com/
Nathan's X: https://x.com/natolambert
Nathan's Blog: https://www.interconnects.ai/
Nathan's Podcast: https://www.interconnects.ai/podcast
Nathan's Website: https://www.natolambert.com/
Nathan's YouTube: https://youtube.com/@natolambert
Nathan's Book: https://rlhfbook.com/
SPONSORS:
To support this podcast, check out our sponsors & get discounts:
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OUTLINE:
(00:00) - Introduction
(13:28) - DeepSeek-R1 and DeepSeek-V3
(35:02) - Low cost of training
(1:01:19) - DeepSeek compute cluster
(1:08:52) - Export controls on GPUs to China
(1:19:10) - AGI timeline
(1:28:35) - China's manufacturing capacity
(1:36:30) - Cold war with China
(1:41:00) - TSMC and Taiwan
(2:04:38) - Best GPUs for AI
(2:19:30) - Why DeepSeek is so cheap
(2:32:49) - Espionage
(2:41:52) - Censorship
(2:54:46) - Andrej Karpathy and magic of RL
(3:05:17) - OpenAI o3-mini vs DeepSeek r1
(3:24:25) - NVIDIA
(3:28:53) - GPU smuggling
(3:35:30) - DeepSeek training on OpenAI data
(3:45:59) - AI megaclusters
(4:21:21) - Who wins the race to AGI?
(4:31:34) - AI agents
(4:40:16) - Programming and AI
(4:47:43) - Open source
(4:56:55) - Stargate
(5:04:24) - Future of AI
Épisodes précédents
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525 - #459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters Mon, 03 Feb 2025
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524 - #458 – Marc Andreessen: Trump, Power, Tech, AI, Immigration & Future of America Sun, 26 Jan 2025
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523 - #457 – Jennifer Burns: Milton Friedman, Ayn Rand, Economics, Capitalism, Freedom Sun, 19 Jan 2025
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522 - #456 – Volodymyr Zelenskyy: Ukraine, War, Peace, Putin, Trump, NATO, and Freedom Mon, 06 Jan 2025
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521 - #455 – Adam Frank: Alien Civilizations and the Search for Extraterrestrial Life Sun, 22 Dec 2024
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520 - #454 – Saagar Enjeti: Trump, MAGA, DOGE, Obama, FDR, JFK, History & Politics Sun, 08 Dec 2024
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519 - #453 – Javier Milei: President of Argentina – Freedom, Economics, and Corruption Wed, 20 Nov 2024
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518 - #452 – Dario Amodei: Anthropic CEO on Claude, AGI & the Future of AI & Humanity Mon, 11 Nov 2024
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517 - #451 – Rick Spence: CIA, KGB, Illuminati, Secret Societies, Cults & Conspiracies Wed, 30 Oct 2024
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516 - #450 – Bernie Sanders Interview Wed, 23 Oct 2024
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515 - #449 – Graham Hancock: Lost Civilization of the Ice Age & Ancient Human History Wed, 16 Oct 2024
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514 - #448 – Jordan Peterson: Nietzsche, Hitler, God, Psychopathy, Suffering & Meaning Fri, 11 Oct 2024
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513 - #447 – Cursor Team: Future of Programming with AI Sun, 06 Oct 2024
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512 - #446 – Ed Barnhart: Maya, Aztec, Inca, and Lost Civilizations of South America Mon, 30 Sep 2024
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511 - #445 – Vivek Ramaswamy: Trump, Conservatism, Nationalism, Immigration, and War Wed, 25 Sep 2024
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510 - #444 – Vejas Liulevicius: Communism, Marxism, Nazism, Stalin, Mao, and Hitler Fri, 20 Sep 2024
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509 - #443 – Gregory Aldrete: The Roman Empire – Rise and Fall of Ancient Rome Thu, 12 Sep 2024
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508 - #442 – Donald Trump Interview Tue, 03 Sep 2024
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507 - #441 – Cenk Uygur: Trump vs Harris, Progressive Politics, Communism & Capitalism Fri, 30 Aug 2024
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506 - #440 – Pieter Levels: Programming, Viral AI Startups, and Digital Nomad Life Tue, 20 Aug 2024
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505 - #439 – Craig Jones: Jiu Jitsu, $2 Million Prize, CJI, ADCC, Ukraine & Trolling Wed, 14 Aug 2024
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504 - #438 – Elon Musk: Neuralink and the Future of Humanity Fri, 02 Aug 2024
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503 - #437 – Jordan Jonas: Survival, Hunting, Siberia, God, and Winning Alone Season 6 Sun, 21 Jul 2024
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502 - #436 – Ivanka Trump: Politics, Family, Real Estate, Fashion, Music, and Life Tue, 02 Jul 2024
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501 - #435 – Andrew Huberman: Focus, Controversy, Politics, and Relationships Fri, 28 Jun 2024
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500 - #434 – Aravind Srinivas: Perplexity CEO on Future of AI, Search & the Internet Wed, 19 Jun 2024
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499 - #433 – Sara Walker: Physics of Life, Time, Complexity, and Aliens Thu, 13 Jun 2024
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498 - #432 – Kevin Spacey: Power, Controversy, Betrayal, Truth & Love in Film and Life Wed, 05 Jun 2024
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497 - #431 – Roman Yampolskiy: Dangers of Superintelligent AI Sun, 02 Jun 2024
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496 - #430 – Charan Ranganath: Human Memory, Imagination, Deja Vu, and False Memories Sat, 25 May 2024
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495 - #429 – Paul Rosolie: Jungle, Apex Predators, Aliens, Uncontacted Tribes, and God Wed, 15 May 2024
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494 - #428 – Sean Carroll: General Relativity, Quantum Mechanics, Black Holes & Aliens Mon, 22 Apr 2024
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493 - #427 – Neil Adams: Judo, Olympics, Winning, Losing, and the Champion Mindset Sat, 20 Apr 2024
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492 - #426 – Edward Gibson: Human Language, Psycholinguistics, Syntax, Grammar & LLMs Wed, 17 Apr 2024
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491 - #425 – Andrew Callaghan: Channel 5, Gonzo, QAnon, O-Block, Politics & Alex Jones Sat, 13 Apr 2024
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490 - #424 – Bassem Youssef: Israel-Palestine, Gaza, Hamas, Middle East, Satire & Fame Fri, 05 Apr 2024
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489 - #423 – Tulsi Gabbard: War, Politics, and the Military Industrial Complex Tue, 02 Apr 2024
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488 - #422 – Mark Cuban: Shark Tank, DEI & Wokeism Debate, Elon Musk, Politics & Drugs Fri, 29 Mar 2024
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487 - #421 – Dana White: UFC, Fighting, Khabib, Conor, Tyson, Ali, Rogan, Elon & Zuck Mon, 25 Mar 2024
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486 - #420 – Annie Jacobsen: Nuclear War, CIA, KGB, Aliens, Area 51, Roswell & Secrecy Fri, 22 Mar 2024
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485 - #419 – Sam Altman: OpenAI, GPT-5, Sora, Board Saga, Elon Musk, Ilya, Power & AGI Mon, 18 Mar 2024
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484 - #418 – Israel-Palestine Debate: Finkelstein, Destiny, M. Rabbani & Benny Morris Thu, 14 Mar 2024
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483 - #417 – Kimbal Musk: The Art of Cooking, Tesla, SpaceX, Zip2, and Family Sun, 10 Mar 2024
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482 - #416 – Yann Lecun: Meta AI, Open Source, Limits of LLMs, AGI & the Future of AI Thu, 07 Mar 2024
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481 - #415 – Serhii Plokhy: History of Ukraine, Russia, Soviet Union, KGB, Nazis & War Mon, 04 Mar 2024
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480 - #414 – Tucker Carlson: Putin, Navalny, Trump, CIA, NSA, War, Politics & Freedom Tue, 27 Feb 2024
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479 - #413 – Bill Ackman: Investing, Financial Battles, Harvard, DEI, X & Free Speech Tue, 20 Feb 2024
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478 - #412 – Marc Raibert: Boston Dynamics and the Future of Robotics Fri, 16 Feb 2024
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477 - #411 – Omar Suleiman: Palestine, Gaza, Oct 7, Israel, Resistance, Faith & Islam Fri, 02 Feb 2024
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476 - #410 – Ben Shapiro vs Destiny Debate: Politics, Jan 6, Israel, Ukraine & Wokeism Tue, 23 Jan 2024