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)

Booking CEO Glenn Fogel wants you to take out your travel frustrations on AI chatbots

Booking CEO Glenn Fogel wants you to take out your travel frustrations on AI chatbots

Today, I’m talking with Glenn Fogel, the CEO of Booking Holdings, which owns a large portfolio of familiar travel brands: OpenTable, Kayak, and Priceline, as well as its largest subsidiary, Booking.co...

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AI has a climate problem — but so does all of tech

AI has a climate problem — but so does all of tech

Every time we talk about AI, we get one big piece of feedback that I really want to dive into: how the lightning-fast explosion of AI tools affects the climate. AI takes a lot of energy, and there’s a...

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Today, I’m talking with Hanneke Faber, the CEO of Logitech. Hanneke’s still pretty fresh to the role: She joined the company last October, after former CEO Bracken Darrell left following the pandemic ...

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The Supreme Court has just taken on the entire idea of the US administrative state — and the Court is winning. Earlier this month, a conservative majority overturned a longstanding legal principle cal...

25 Jul 202438min

Rivian CEO RJ Scaringe says too many carmakers are copying Tesla

Rivian CEO RJ Scaringe says too many carmakers are copying Tesla

Today, I’m talking with Rivian founder and CEO RJ Scaringe. RJ was on the show last September when we chatted at the Code Conference, but the past 10 months have seen a whirlwind of change throughout ...

22 Jul 20241h 3min

What happened to the metaverse?

What happened to the metaverse?

This week I’m talking to Matthew Ball, who was last on the show in 2022 to talk about his book “The Metaverse: How it Will Revolutionize Everything.” It’s 2024 and it’s safe to say that has not happen...

18 Jul 202444min

Biden’s top tech advisor on why AI safety is a “today problem”

Biden’s top tech advisor on why AI safety is a “today problem”

Today, I’m talking with Arati Prabhakar, the director of the White House Office of Science and Technology Policy. That’s a cabinet-level position, where she works as the chief science and tech advisor...

15 Jul 20241h

Why The Atlantic signed a deal with OpenAI

Why The Atlantic signed a deal with OpenAI

Today I’m talking to Nicholas Thompson, the CEO of The Atlantic. I was really excited to talk to Nick. Like so many media CEOs, including Vox Media’s, he just signed a deal allowing OpenAI to use The ...

11 Jul 202451min

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