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

Episoder(919)

Reuters is ready to stand up for the press — and embrace AI

Reuters is ready to stand up for the press — and embrace AI

Today, I’m talking with Paul Bascobert, who is the president of Reuters, as part of a special Thursday series we’re running this month to explore how leaders at some world’s biggest companies make dec...

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NYT publisher AG Sulzberger on Trump, OpenAI, and the economy

NYT publisher AG Sulzberger on Trump, OpenAI, and the economy

Hey everyone, it’s Nilay. We’re off today, but we’ll be back Thursday, so stay tuned. In the meantime, we have an excellent episode from Business Insider Chief Correspondent Peter Kafka, who hosts the...

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Decoder Live: Fired FTC commissioners fight back

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A few days ago, I hosted a panel with FTC commissioners Rebecca Slaughter and Alvaro Bedoya at the IAPP Global Privacy Summit in Washington, DC. We recorded the discussion, and we’re bringing it to yo...

28 Apr 202554min

The case for breaking up Google has never been stronger

The case for breaking up Google has never been stronger

Today we’re talking about the very real possibility that Google might be broken up by the United States government. And to do that, I’m talking to Jonathan Kanter, the former assistant attorney genera...

24 Apr 20251h 8min

Verizon’s consumer chief: Net neutrality ‘went literally nowhere’

Verizon’s consumer chief: Net neutrality ‘went literally nowhere’

As CEO of Verizon's consumer division, Sowmyanarayan Sampath oversees the biggest part of the company, which does business with roughly a third of the entire country. He's a longtime Verge reader, so ...

21 Apr 20251h 8min

How Trump’s tariffs actually work on the ground

How Trump’s tariffs actually work on the ground

One of the ways I’ve been trying to sort out the chaos of tariffs and trade wars is by talking to the people behind the software that makes the global trade system go. So today I wanted to bring back ...

17 Apr 20251h 3min

Are prediction markets gambling? Robinhood's Vlad Tenev is betting not

Are prediction markets gambling? Robinhood's Vlad Tenev is betting not

Today, I’m talking with Vlad Tenev, the co-founder and CEO of Robinhood, which started as a way to open up stock trading. But the company’s ambitions have grown over time – and they’re getting bigger....

14 Apr 20251h 15min

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