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5:06:18ENDeepSeek's $5 million training claim and the five-year bet on computePresenta: Lex FridmanDylan Patel and Nathan Lambert walk Lex Fridman through DeepSeek-V3 and R1, export controls, TSMC, megaclusters, and who actually makes money in the AI race.
1:30:18ENNight Markets and Chip Foundries: A Week in Taiwan with Jensen HuangPresenta: Lex FridmanLex Fridman follows NVIDIA's CEO through Computex, street food and long chats about Taiwan's tech history, export controls and how to choose business partners.









