PODCAST · Lex Fridman Podcast

2025 年 2 月节目

1 期 · 1 期带分节

  • 02-03#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
    1. 00:00Introduction
    2. 13:28DeepSeek-R1 and DeepSeek-V3
    3. 35:02Low cost of training
    4. 1:01:19DeepSeek compute cluster
    5. 1:08:52Export controls on GPUs to China
    6. 1:19:10AGI timeline
    7. 1:28:35China’s manufacturing capacity
    8. 1:36:30Cold war with China
    9. 1:41:00TSMC and Taiwan
    10. 2:04:38Best GPUs for AI
    11. 2:19:30Why DeepSeek is so cheap
    12. 2:32:49Espionage
    13. 2:41:52Censorship
    14. 2:54:46Andrej Karpathy and magic of RL
    15. 3:05:17OpenAI o3-mini vs DeepSeek r1
    16. 3:24:25NVIDIA
    17. 3:28:53GPU smuggling
    18. 3:35:30DeepSeek training on OpenAI data
    19. 3:45:59AI megaclusters
    20. 4:21:21Who wins the race to AGI?
    21. 4:31:34AI agents
    22. 4:40:16Programming and AI
    23. 4:47:43Open source
    24. 4:56:55Stargate
    25. 5:04:24Future of AI