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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Docusign's CEO on the dangers of trusting AI to read, and write, your contracts

Docusign's CEO on the dangers of trusting AI to read, and write, your contracts

Today, I’m talking with Allan Thygesen, who is the CEO of Docusign. You know Docusign, it’s the platform that lets you sign stuff online. It turns out 7,000 people work there, which is one of those fa...

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Netflix is eating Hollywood — because it has to

Netflix is eating Hollywood — because it has to

Today, we’re talking about the bidding war over Warner Bros. Discovery, which is the biggest story in the entertainment industry right now, and for good reason. It has pretty much everything you could...

29 Tammi 55min

Experian's tech chief defends credit scores: 'We're not Palantir'

Experian's tech chief defends credit scores: 'We're not Palantir'

Experian is one of those giant multinationals convoluted enough to have multiple CEOs all over the world, so first I asked Alex Lintner, Experian's CEO of technology and software solutions, to dig int...

26 Tammi 1h 9min

Why nobody's stopping Grok

Why nobody's stopping Grok

Grok, the chatbot made by Elon Musk’s xAI, is able to make all manner of AI-generated images on demand, including non-consensual intimate images of women and minors. It's the kind of "controversy" tha...

22 Tammi 1h 5min

Razer CEO on AI in game dev, Grok, and anime waifus

Razer CEO on AI in game dev, Grok, and anime waifus

We’re back to start the year with a very special live interview with Razer CEO Min-Liang Tan, which we taped in front of a terrific audience at Brooklyn Bowl in Las Vegas during CES. At this year’s sh...

19 Tammi 1h 4min

Rewind: How private equity kills companies and communities

Rewind: How private equity kills companies and communities

Hey everyone, it’s Nilay. We’re settling back in here after the winter break and CES, and we’ll have new episodes for you starting next Monday. In the meantime, we wanted to highlight one of our favor...

15 Tammi 51min

Dropout CEO Sam Reich on the business of subscription comedy

Dropout CEO Sam Reich on the business of subscription comedy

We’ve got something special for you today. It’s my friend Hank Green, longtime YouTuber, science educator, and viral TikTok star, interviewing Dropout CEO Sam Reich.  Hank did this episode as a guest...

12 Tammi 1h 4min

What’s next for Netflix and Paramount in the Warner Bros. battle

What’s next for Netflix and Paramount in the Warner Bros. battle

Hey everyone, it’s Nilay. Decoder is on our holiday break. We’ve got a lot of fun stuff coming up in the New Year, though, including a special Decoder Live at CES. Stay tuned for more details, includi...

22 Joulu 202543min

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