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(918)

Tech antitrust is about to get really weird

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Arm CEO Rene Haas on the AI chip race, Intel, and what Trump means for tech

Arm CEO Rene Haas on the AI chip race, Intel, and what Trump means for tech

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Microsoft AI CEO Mustafa Suleyman says conversational AI is the next web browser

Today, I’m talking with Mustafa Suleyman, the CEO of Microsoft AI. Mustafa is a fascinating character in the world of AI — he’s been in and out of some pivotal companies like DeepMind, which he cofoun...

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AI is a money pit — here’s why investors don’t mind

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5 Des 202433min

Rewind: Bluesky CEO Jay Graber on the future of federated social media

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Bluesky has really taken off since the election, and since the Decoder team took some time off for Thanksgiving break, we felt it was a great time to bring back the interview we did earlier this year ...

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GoDaddy CEO Aman Bhutani on the enduring power of the website

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I spoke with GoDaddy CEO Aman Bhutani live on stage last week at an event hosted by Alix Partners in Palo Alto. GoDaddy is one of those companies that feels tied to an earlier era, but Aman’s been CEO...

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