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(904)

The toxic transformation of Warcraft maker Blizzard

The toxic transformation of Warcraft maker Blizzard

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NBCU's streaming chief isn't worried about you canceling cable

NBCU's streaming chief isn't worried about you canceling cable

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Arc creator Josh Miller on why you need a better browser than Chrome

Arc creator Josh Miller on why you need a better browser than Chrome

Today, I’m talking with Josh Miller, co-founder and CEO of The Browser Company, a relatively new software maker that develops the Arc browser. The company also has a mobile app called Arc Search that ...

23 Sep 20241h 8min

Why Google is back in court for another monopoly showdown

Why Google is back in court for another monopoly showdown

Google’s in the middle of its antitrust case in just as many months, after it lost a landmark trial in August over anticompetitive search practices. This time around, the DOJ is claiming Google has an...

19 Sep 202431min

How Philips CEO Roy Jakobs is turning the company around after major recall

How Philips CEO Roy Jakobs is turning the company around after major recall

Today, I’m talking with Roy Jakobs. He’s the CEO of Royal Philips, which makes medical devices ranging from MRI machines to ventilators. Philips has a long history —- the company began in the late 19t...

16 Sep 20241h 7min

Why AI image editing isn’t “just like Photoshop”

Why AI image editing isn’t “just like Photoshop”

We’ve been covering the rise of AI image editing very closely here on Decoder and at The Verge for several years now — the ability to create photorealistic images with nothing more than a chatbot prom...

12 Sep 202441min

Anthropic’s Mike Krieger wants to build AI products that are worth the hype

Anthropic’s Mike Krieger wants to build AI products that are worth the hype

Today, I’m talking with Mike Krieger, the new chief product officer at Anthropic, one of the hottest AI companies in the industry. Anthropic’s main product right now is Claude, the name of both its in...

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