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Dylan Patel is the founder of SemiAnalysis, a research & analysis company specializing in semiconductors, GPUs, CPUs, and AI hardware. Nathan Lambert is a research scientist at the Allen Institute for AI (Ai2) and the author of a blog on AI called Interconnects.
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*Transcript:*
https://lexfridman.com/deepseek-dylan-patel-nathan-lambert-transcript

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Dylan's X: https://x.com/dylan522p
SemiAnalysis: https://semianalysis.com/
Nathan's X: https://x.com/natolambert
Nathan's Blog: https://www.interconnects.ai/
Nathan's Podcast: https://www.interconnects.ai/podcast
Nathan's Website: https://www.natolambert.com/
Nathan's YouTube: https://youtube.com/@natolambert
Nathan's Book: https://rlhfbook.com/

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*OUTLINE:*
0:00 - Introduction
3:33 - DeepSeek-R1 and DeepSeek-V3
25:07 - Low cost of training
51:25 - DeepSeek compute cluster
58:57 - Export controls on GPUs to China
1:09:16 - AGI timeline
1:18:41 - China's manufacturing capacity
1:26:36 - Cold war with China
1:31:05 - TSMC and Taiwan
1:54:44 - Best GPUs for AI
2:09:36 - Why DeepSeek is so cheap
2:22:55 - Espionage
2:31:57 - Censorship
2:44:52 - Andrej Karpathy and magic of RL
2:55:23 - OpenAI o3-mini vs DeepSeek r1
3:14:31 - NVIDIA
3:18:58 - GPU smuggling
3:25:36 - DeepSeek training on OpenAI data
3:36:04 - AI megaclusters
4:11:26 - Who wins the race to AGI?
4:21:39 - AI agents
4:30:21 - Programming and AI
4:37:49 - Open source
4:47:01 - Stargate
4:54:30 - Future of AI

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Become a monthly BMC member and I will butcher your name to oblivion:
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Check out REHI clothing brand with Ukrainian designs:
https://rehistore.com/
I make music also:
https://www.youtube.com/watch?v=f1OBWiMO3gU&ab_channel=ArturRehi
Keep an eye on my trips to Ukraine on my Instagram:
https://www.instagram.com/arturrehi/
REHI PODCAST:
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Check out X for major events on the Ukrainian war:
https://twitter.com/ArturRehi

Public sources:
Military map:
https://www.google.com/maps/d/u/0/viewer?mid=180u1IkUjtjpdJWnIC0AxTKSiqK4G6Pez&ll=44.1881571163818%2C39.708650448317066&z=6
Thumbnail made by Moiz:
https://www.instagram.com/moiz.editor/
mr.innovations.info@gmail.com

Trump suddenly gets it:
https://x.com/JayinKyiv/status/1882505117209084334
Effect already seen reflecting in oil prices:
https://x.com/nexta_tv/status/1882478534704398552
Russians not happy about trump at all:
https://x.com/front_ukrainian/status/1882370154840916117
Ordinary russian reactions to it:
https://x.com/wartranslated/status/1882180801573392671
https://x.com/UKikaski/status/1882058119204962717
200-400 drones were reported at first
https://x.com/LXSummer1/status/1882529288156746048
The refinery and CHP plant in Ryazan
https://x.com/Tendar/status/1882638296507134136
Moscow 10 000 m2 burning warehouse:
https://x.com/blyskavka_ua/status/1882414459060166895
Only for description:
https://x.com/JayinKyiv/status/1882559524416201087
Indian state banks stop payments to russia for oil:
https://kyivindependent.com/indian-banks-block-russian-oil-payments-after-new-us-sanctions/
Gazprom wants to raise gas prices in Russia:
https://www.reuters.com/business/energy/gazprom-seeks-raise-russias-domestic-gas-prices-interfax-reports-2025-01-23/
Russian spy ship entered UK waters:
https://x.com/SythUK/status/1882065743338213833
https://www.bbc.com/news/articles/cqjv7qgpw28o
I think Kursk area is UA “Trump card” against a harmful deal:
https://x.com/Stanovaya/status/1882373644019532067
German Pumas arrived in Lithuania:
https://x.com/front_ukrainian/status/1882536700628578477
Girkin from Prison publishes analysis on Russian SMO:
https://x.com/wartranslated/status/1882111923904561366

I upload on Monday, Wednesday and Friday, until my next video, subscribe and press the bell notification to be notified.
Slava Ukraini! Bye!

This video took weeks to create and a lot of energy and research has gone into it. Thank you for watching and making it possible for me to do this.
Become a monthly BMC member and I will butcher your name to oblivion:
https://www.buymeacoffee.com/arturrehi/membership
Check out REHI clothing brand with Ukrainian designs:
https://rehistore.com/
I make music also:
https://www.youtube.com/watch?v=f1OBWiMO3gU&ab_channel=ArturRehi
Keep an eye on my trips to Ukraine on my Instagram:
https://www.instagram.com/arturrehi/
REHI PODCAST:
https://www.youtube.com/channel/UCYVEXQrvnPqo4iUjgxqIp_Q
Check out X for major events on the Ukrainian war:
https://twitter.com/ArturRehi

Public sources:
Military map:
https://www.google.com/maps/d/u/0/viewer?mid=180u1IkUjtjpdJWnIC0AxTKSiqK4G6Pez&ll=44.1881571163818%2C39.708650448317066&z=6
Thumbnail made by Moiz:
https://www.instagram.com/moiz.editor/
mr.innovations.info@gmail.com
I upload on Monday, Wednesday and Friday, until my next video, subscribe and press the bell notification to be notified.
Slava Ukraini! Bye!

CHECK OUT CARS & BIDS!
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Gazprom has publicly announced that they need to increase fuel and oil prices, otherwise they will soon declare bankruptcy, plunging the entire economy into financial collapse. So far the Russian federation has not responded to the request, and is adamant on continuing the war in Ukraine in light of more severe sanctions coming down the road. The United States has deployed a THAAD Battery to Poland, and is considering giving Ukraine 330 Billion dollars in frozen Russian assets. Ukraine has inflicted high casualties onto Russian forces in the prior day.

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https://u24.gov.ua/

Day 1066 Ukraine War Map:
https://www.google.com/maps/d/edit?mid=1l0CiuLcDfK0FnYcshJ0znElwgV1yMGs&usp=sharing

CHECK OUT CARS & BIDS!
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the Russian Army is trapped in Kursk as their own tank traps stop them from advancing farther on Ukrainian forces. Putin has begun to panic over US threats to Russia continuing the war, as Ukraine has not been cut off from US military aid according to President Zelensky and the Ukrainian government. Russian forces are having difficult times breaking through Ukrainian lines, although a small advance was made into Velyka Novosilka today. Russian armed forces continue to suffer high losses, and an endless stream of North Korean equipment continues to flow into western Russia. North Korea tested a new missile today, and the US is beginning to kill the Russian natural gas business in Europe as US tankers arrive today with fresh natrual gas.

Support The Enforcer On Patreon:
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Join The Enforcer's Twitter:
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Support The War Effort In Ukraine:
https://u24.gov.ua/

Day 1067 Ukraine War Map:
https://www.google.com/maps/d/edit?mid=1l0CiuLcDfK0FnYcshJ0znElwgV1yMGs&usp=sharing

CHECK OUT THIS 1986 TOYOTA PICKUP TRUCK ON CARS & BIDS!
https://crsnbds.com/toyota-pickup

This is a 1986 Toyota Pickup Truck and it's just plain cool. This truck may be simple, but it's also reliable, durable, and truly beloved. We are thrilled to be offering this 1986 Toyota Pickup Truck for sale on CARS & BIDS!! Today I'm reviewing this old school truck and I'll show you the many quirks and features. I'll also get behind the wheel and review the driving experience.

AND this Toyota Pickup is live on Cars & Bids in collaboration with Coinbase and to promote USDC as a great way to pay for your purchase. Visit the full auction to learn more! #coinbasepartner

NEW MERCH! https://merch.carsandbids.com

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DOUGSCORE CHART:
https://www.dougdemuro.com/dougscore

CHAPTERS:
00:00 THIS...
00:28 It Can Be Yours On CARS & BIDS!!!
01:23 Overview
02:35 Reliable Powertrain
03:44 Bare Bones Interior
07:25 A Few "Luxuries"
08:29 Manual 4 Wheel Drive
09:53 Truck Bed
10:30 Some Accessories
12:09 More Exterior Quirk & Features
13:36 Driving Experience
17:49 Final Thoughts
18:11 DougScore

#dougdemuro #carsandbids #cars #toyota #toyotapickup

Belarus has announced that they will be building Hypersonic missile silos in the Eastern part of the country that are nuclear armed, according to Lukashenko in a statement to Belarussian media today. This is very concerning and NATO has begun to disclose classified information to western war industry about how close we are to war to encourage them to invest in ramping up production. US support has continued to flood into Poland as it becomes clear that there may be no end in sight to the war. Iran has issued a word of caution to it's proxies in fear of US military retaliation. Yoon Suk Yeol has been indicted for insurrection.

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