DeepSeek, Stargate, and the new AI arms race

DeepSeek, Stargate, and the new AI arms race

Today, we’re talking about DeepSeek, and how the open source AI model built by a Chinese startup has completely upended the conventional wisdom around chatbots, what they can do, and how much they should cost to develop. We’re also talking about Stargate, OpenAI’s new $500 billion data center venture that’s supposed to supercharge domestic AI infrastructure. Both stand in stark contrast with one another — and represent a new, escalating front in the US-China relationship and the geopolitics of AI. Verge senior AI reporter Kylie Robison joins me to break it all down. Links: Why everyone is freaking out about DeepSeek | Verge DeepSeek FAQ | Stratechery DeepSeek: all the news about the startup that’s shaking up AI stocks | Verge OpenAI and Softbank are starting a $500 billion AI data center company | Verge The AI spending frenzy is just getting started | Command Line After DeepSeek, VCs face questions about AI investments | NYT Satya Nadella on Stargate: ‘All I know is I’m good for my $80 billion’ | Verge OpenAI says it has evidence DeepSeek used its model to train competitor | FT DeepSeek sparks global AI selloff, Nvidia loses about $593 billion of value | Reuters Four big reasons to worry about DeepSeek (and four reasons to calm down) | Platformer Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. Our editor is Ursa Wright. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Recode Decode: Brent Bushnell and Eric Gradman, Two Bit Circus Co-Founders

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18 Marras 201544min

Recode Decode: Aaron Levie, Box CEO

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Box CEO Aaron Levie talks with Kara Swisher about the next wave of enterprise companies and why having $80,000 is better than having $10 million. Later on: How could switching between iOS and Android be easier? Learn more about your ad choices. Visit podcastchoices.com/adchoices

11 Marras 201552min

Recode Decode: Sequoia Capital Chairman Sir Michael Moritz

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Venture capitalist and co-author of "Leading" Michael Moritz talks with Kara Swisher about the history and future of investing and leadership. Later on: Do food delivery services have a place outside of San Francisco? Learn more about your ad choices. Visit podcastchoices.com/adchoices

4 Marras 201556min

Recode Decode: Huffington Post Editor in Chief Arianna Huffington

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Huffington Post editor-in-chief Arianna Huffington talks with Kara Swisher about why journalism is going mobile, but she won?t take her phone to bed. Later on: is 4K TV the future, or just hype? Learn more about your ad choices. Visit podcastchoices.com/adchoices

28 Loka 201537min

Recode Decode: Betaworks CEO and co-founder John Borthwick

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John Borthwick, CEO of the "startup studio" Betaworks, tells Peter Kafka why mobile apps still rule, why he's still bullish on Twitter user growth and more. Later, Lauren Goode and Kara Swisher talk TV streaming, and Kurt Wagner unpacks the daily fantasy controversy. Learn more about your ad choices. Visit podcastchoices.com/adchoices

21 Loka 201553min

Recode Decode: Ericsson CEO Hans Vestberg

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Ericsson is maybe the largest communications technology company on the planet. This week, CEO Hans Vestberg tells Kara Swisher about the view from the top, and why he's excited about connectivity in the developing world and in cars. Later on, The Verge's Lauren Goode talks about our Code/Mobile conference and wearables, and Mark Bergen discusses Google search. Learn more about your ad choices. Visit podcastchoices.com/adchoices

14 Loka 201550min

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