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: White House Senior Advisor Valerie Jarrett

Recode Decode: White House Senior Advisor Valerie Jarrett

Valerie Jarrett is one of President Obama's most trusted confidants, and by extension one of the most powerful people in Washington. She talks with Kara Swisher about the tech industry, gun control, Congress and more. Later, Walt Mossberg talks about TV and the Internet, and Kurt Wagner discusses the executive turnover at Twitter. Learn more about your ad choices. Visit podcastchoices.com/adchoices

7 Loka 201556min

Recode Decode: Lenny newsletter co-founders Lena Dunham and Jenni Konner

Recode Decode: Lenny newsletter co-founders Lena Dunham and Jenni Konner

In a special hour-long interview with Kara Swisher, Lena Dunham and Jenni Konner talk about their new newsletter publication, Lenny. The duo behind HBO's "Girls" offer their thoughts on feminism, online harassment and more. Learn more about your ad choices. Visit podcastchoices.com/adchoices

28 Syys 201551min

Recode Decode: Microsoft EVP Peggy Johnson

Recode Decode: Microsoft EVP Peggy Johnson

Kara Swisher discusses the shiny, new startup-friendly Microsoft with its partnerships chief, Peggy Johnson. Plus, Lauren Goode on Internet publishing and Mark Bergen on advanced car tech. Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Syys 201557min

Recode Decode: Buzzfeed founder Jonah Peretti

Recode Decode: Buzzfeed founder Jonah Peretti

BuzzFeed is one of the most important and successful new media companies, tying together deeply reported impact journalism with content optimized for the digital age. Peter Kafka talks with founder and CEO Jonah Peretti, and later on, The Verge's Lauren Goode discusses the Apple event and Jason Del Rey dishes about mobile payments. Learn more about your ad choices. Visit podcastchoices.com/adchoices

16 Syys 20151h 1min

Recode Decode: LinkedIn CEO Jeff Weiner

Recode Decode: LinkedIn CEO Jeff Weiner

Like rivals Facebook and Twitter, LinkedIn is no longer just a social network, it's a content platform, a recruiting tool, a resume builder and much, much more. In the Red Chair this week, CEO Jeff Weiner explains how the company has grown and evolved. Plus, Walt Mossberg talks about apps for work and Ina Fried dives into the business of wearables. Learn more about your ad choices. Visit podcastchoices.com/adchoices

8 Syys 201556min

Recode Decode: Marc Andreessen, investor and entrepreneur

Recode Decode: Marc Andreessen, investor and entrepreneur

Since founding Netscape more than 20 years ago, Marc Andreessen has been one of Silicon Valley's most influential figures. The entrepreneur-turned-venture capitalist talks with Kara Swisher about bubbles, politics, parenting and more, in an extended interview on this week's show. Learn more about your ad choices. Visit podcastchoices.com/adchoices

1 Syys 201559min

Recode Decode: Ex-Googler Erica Baker

Recode Decode: Ex-Googler Erica Baker

Google salary spreadsheet creator Erica Baker talks diversity in tech with Kara Swisher, Lauren Goode debriefs drones and Ina Fried discusses car tech. Learn more about your ad choices. Visit podcastchoices.com/adchoices

26 Elo 201556min

Recode Decode: Twitter legal boss Vijaya Gadde

Recode Decode: Twitter legal boss Vijaya Gadde

Twitter general counsel Vijaya Gadde talks about social media and the law, Walt Mossberg and Kara go back and forth on Apple's fall lineup and Kara gives the ABCs of aging in Silicon Valley. Learn more about your ad choices. Visit podcastchoices.com/adchoices

19 Elo 201544min

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