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(921)

Ring's Jamie Siminoff thinks AI can reduce crime

Ring's Jamie Siminoff thinks AI can reduce crime

Jamie Simonoff, founder of Ring, won't let me call him the CEO. He says his title is and always has been 'chief inventor.' His mission with Ring is to make the world safer, and he has a pretty expansi...

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The company at the heart of the AI bubble

The company at the heart of the AI bubble

So a lot of people think AI is a bubble. So we sent Verge senior reporter Liz Lopatto out to report on the AI bubble  — whether it's real, how it might pop, and what all of this means.She’s joining th...

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Sir Tim Berners-Lee doesn’t think AI will destroy the web

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Today, I’m talking with a very special guest: Sir Tim Berners-Lee, the inventor of the World Wide Web. Tim is a legend in the history of the internet. He created HTML and HTTP. It doesn’t really get m...

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How AI is fueling an existential crisis in education

How AI is fueling an existential crisis in education

We keep hearing over and over that generative AI is causing massive problems in education, both in K-12 schools and at the college level. Lots of people are worried about students using ChatGPT to che...

6 Nov 202539min

Lyft CEO David Risher on paying drivers more and the shift to robotaxis

Lyft CEO David Risher on paying drivers more and the shift to robotaxis

David Risher was on Lyft's board for years, but only stepped in as CEO in 2023, to help turn the company around. He's done pretty well so far, but there are still a lot of open questions for him to fa...

3 Nov 20251h 18min

How Silicon Valley enshittified the internet

How Silicon Valley enshittified the internet

This is Sarah Jeong, features editor at The Verge. I’m standing in for Nilay for one final Thursday episode here as he settles back into full-time hosting duties. Today, we’ve got a fun one. I’m talk...

30 Okt 20251h 9min

LexisNexis CEO says the AI law era is already here

LexisNexis CEO says the AI law era is already here

LexisNexis is one of the most important companies in the entire legal system. For ages it's been where you went to look up case law and do legal research. There isn’t a lawyer today who hasn’t used it...

27 Okt 20251h 5min

Why GM will give you Gemini — but not CarPlay

Why GM will give you Gemini — but not CarPlay

Today’s guests are General Motors CEO Mary Barra and new GM Chief Product Officer Sterling Anderson. There’s a lot of big news the company just announced, including a Google Gemini-powered AI assistan...

22 Okt 20251h 18min

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