Lex Fridman Podcast

• #459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters

  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. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep459-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/deepseek-dylan-patel-nathan-lambert-transcript CONTACT LEX: Feedback - give feedback to Lex: https://lexfridman.com/survey AMA - submit questions, videos or call-in: https://lexfridman.com/ama Hiring - join our team: https://lexfridman.com/hiring Other - other ways to get in touch: https://lexfridman.com/contact EPISODE LINKS: 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/ SPONSORS: To support this podcast, check out our sponsors & get discounts: Invideo AI: AI video generator. Go to https://invideo.io/i/lexpod GitHub: Developer platform and AI code editor. Go to https://gh.io/copilot Shopify: Sell stuff online. Go to https://shopify.com/lex NetSuite: Business management software. Go to http://netsuite.com/lex AG1: All-in-one daily nutrition drinks. Go to https://drinkag1.com/lex OUTLINE: (00:00) - Introduction (13:28) - DeepSeek-R1 and DeepSeek-V3 (35:02) - Low cost of training (1:01:19) - DeepSeek compute cluster (1:08:52) - Export controls on GPUs to China (1:19:10) - AGI timeline (1:28:35) - China's manufacturing capacity (1:36:30) - Cold war with China (1:41:00) - TSMC and Taiwan (2:04:38) - Best GPUs for AI (2:19:30) - Why DeepSeek is so cheap (2:32:49) - Espionage (2:41:52) - Censorship (2:54:46) - Andrej Karpathy and magic of RL (3:05:17) - OpenAI o3-mini vs DeepSeek r1 (3:24:25) - NVIDIA (3:28:53) - GPU smuggling (3:35:30) - DeepSeek training on OpenAI data (3:45:59) - AI megaclusters (4:21:21) - Who wins the race to AGI? (4:31:34) - AI agents (4:40:16) - Programming and AI (4:47:43) - Open source (4:56:55) - Stargate (5:04:24) - Future of AI

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• #458 – Marc Andreessen: Trump, Power, Tech, AI, Immigration & Future of America

  Marc Andreessen is an entrepreneur, investor, co-creator of Mosaic, co-founder of Netscape, and co-founder of the venture capital firm Andreessen Horowitz. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep458-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/marc-andreessen-2-transcript CONTACT LEX: Feedback - give feedback to Lex: https://lexfridman.com/survey AMA - submit questions, videos or call-in: https://lexfridman.com/ama Hiring - join our team: https://lexfridman.com/hiring Other - other ways to get in touch: https://lexfridman.com/contact EPISODE LINKS: Marc's X: https://x.com/pmarca Marc's Substack: https://pmarca.substack.com Marc's YouTube: https://www.youtube.com/@a16z Andreessen Horowitz: https://a16z.com SPONSORS: To support this podcast, check out our sponsors & get discounts: Encord: AI tooling for annotation & data management. Go to https://encord.com/lex GitHub: Developer platform and AI code editor. Go to https://gh.io/copilot Notion: Note-taking and team collaboration. Go to https://notion.com/lex Shopify: Sell stuff online. Go to https://shopify.com/lex LMNT: Zero-sugar electrolyte drink mix. Go to https://drinkLMNT.com/lex OUTLINE: (00:00) - Introduction (12:46) - Best possible future (22:09) - History of Western Civilization (31:28) - Trump in 2025 (39:09) - TDS in tech (51:56) - Preference falsification (1:07:52) - Self-censorship (1:22:55) - Censorship (1:31:34) - Jon Stewart (1:34:20) - Mark Zuckerberg on Joe Rogan (1:43:09) - Government pressure (1:53:57) - Nature of power (2:06:45) - Journalism (2:12:20) - Bill Ackman (2:17:17) - Trump administration (2:24:56) - DOGE (2:38:48) - H1B and immigration (3:16:42) - Little tech (3:29:02) - AI race (3:37:52) - X (3:41:24) - Yann LeCun (3:44:59) - Andrew Huberman (3:46:30) - Success (3:49:26) - God and humanity PODCAST LINKS: - Podcast Website: https://lexfridman.com/podcast - Apple Podcasts: https://apple.co/2lwqZIr - Spotify: https://spoti.fi/2nEwCF8 - RSS: https://lexfridman.com/feed/podcast/ - Podcast Playlist: https://www.youtube.com/playlist?list=PLrAXtmErZgOdP_8GztsuKi9nrraNbKKp4 - Clips Channel: https://www.youtube.com/lexclips

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• #457 – Jennifer Burns: Milton Friedman, Ayn Rand, Economics, Capitalism, Freedom

  Jennifer Burns is a historian of ideas, focusing on the evolution of economic, political, and social ideas in the United States in the 20th century. She wrote two biographies, one on Milton Friedman, and the other on Ayn Rand. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep457-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/jennifer-burns-transcript CONTACT LEX: Feedback - give feedback to Lex: https://lexfridman.com/survey AMA - submit questions, videos or call-in: https://lexfridman.com/ama Hiring - join our team: https://lexfridman.com/hiring Other - other ways to get in touch: https://lexfridman.com/contact EPISODE LINKS: Jennifer's X: https://x.com/profburns Jennifer's Website: https://www.jenniferburns.org Jennifer's Books: Milton Friedman biography: https://amzn.to/4hfy1HO Ayn Rand biography: https://amzn.to/4afr3A0 SPONSORS: To support this podcast, check out our sponsors & get discounts: Brain.fm: Music for focus. Go to https://brain.fm/lex GitHub: Developer platform and AI code editor. Go to https://gh.io/copilot LMNT: Zero-sugar electrolyte drink mix. Go to https://drinkLMNT.com/lex Shopify: Sell stuff online. Go to https://shopify.com/lex AG1: All-in-one daily nutrition drinks. Go to https://drinkag1.com/lex OUTLINE: (00:00) - Introduction (10:05) - Milton Friedman (24:58) - The Great Depression (39:15) - Schools of economic thought (50:22) - Keynesian economics (58:10) - Laissez-faire (1:06:00) - Friedrich Hayek (1:11:18) - Money and monetarism (1:26:03) - Stagflation (1:30:56) - Moral case for capitalism (1:34:53) - Freedom (1:39:51) - Ethics of competition (1:43:37) - Win-win solutions (1:45:26) - Corruption (1:47:51) - Government intervention (1:54:10) - Conservatism (2:00:33) - Donald Trump (2:03:09) - Inflation (2:07:38) - DOGE (2:12:58) - Javier Milei (2:18:03) - Richard Nixon (2:25:17) - Ronald Reagan (2:28:24) - Cryptocurrency (2:43:40) - Ayn Rand (2:51:18) - The Fountainhead (3:02:58) - Sex and power dynamics (3:19:04) - Evolution of ideas in history (3:26:32) - Postmodernism (3:37:33) - Advice to students (3:45:50) - Lex reflects on Volodymyr Zelenskyy interview PODCAST LINKS: - Podcast Website: https://lexfridman.com/podcast - Apple Podcasts: https://apple.co/2lwqZIr - Spotify: https://spoti.fi/2nEwCF8 - RSS: https://lexfridman.com/feed/podcast/ - Podcast Playlist: https://www.youtube.com/playlist?list=PLrAXtmErZgOdP_8GztsuKi9nrraNbKKp4 - Clips Channel: https://www.youtube.com/lexclips

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• #456 – Volodymyr Zelenskyy: Ukraine, War, Peace, Putin, Trump, NATO, and Freedom

  Volodymyr Zelenskyy is the President of Ukraine. On YouTube this episode is available in English, Ukrainian, and Russian. Captions and voice-over audio tracks are provided in English, Ukrainian, Russian, and the original mixed-language version, with subtitles available in your preferred language. To listen to the original mixed language version, please select the English (UK) audio track audio track. The default is English overdub. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep456-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/volodymyr-zelenskyy-transcript CONTACT LEX: Feedback - give feedback to Lex: https://lexfridman.com/survey AMA - submit questions, videos or call-in: https://lexfridman.com/ama Hiring - join our team: https://lexfridman.com/hiring Other - other ways to get in touch: https://lexfridman.com/contact EPISODE LINKS: President Zelenskyy's X: https://x.com/ZelenskyyUa President Zelenskyy's Instagram: https://instagram.com/zelenskyy_official President Zelenskyy's Website: https://www.president.gov.ua/ SPONSORS: To support this podcast, check out our sponsors & get discounts: Notion: Note-taking and team collaboration. Go to https://notion.com/lex GitHub: Developer platform and AI code editor. Go to https://gh.io/copilot AG1: All-in-one daily nutrition drinks. Go to https://drinkag1.com/lex LMNT: Zero-sugar electrolyte drink mix. Go to https://drinkLMNT.com/lex Eight Sleep: Temp-controlled smart mattress cover. Go to https://eightsleep.com/lex BetterHelp: Online therapy and counseling. Go to https://betterhelp.com/lex OUTLINE: (00:00) - Introduction (20:17) - Language (30:06) - World War II (46:54) - Invasion on Feb 24, 2022 (53:30) - Negotiating Peace (1:13:47) - NATO and security guarantees (1:26:39) - Sitting down with Putin and Trump (1:46:09) - Compromise and leverage (1:51:38) - Putin and Russia (2:01:30) - Donald Trump (2:12:01) - Martial Law and Elections (2:24:21) - Corruption (2:33:06) - Elon Musk (2:37:10) - Trump Inauguration on Jan 20 (2:40:18) - Power dynamics in Ukraine (2:43:50) - Future of Ukraine (2:48:32) - Choice of language (2:58:02) - Podcast prep and research process (3:06:27) - Travel and setup (3:12:13) - Conclusion PODCAST LINKS: - Podcast Website: https://lexfridman.com/podcast - Apple Podcasts: https://apple.co/2lwqZIr - Spotify: https://spoti.fi/2nEwCF8 - RSS: https://lexfridman.com/feed/podcast/ - Podcast Playlist: https://www.youtube.com/playlist?list=PLrAXtmErZgOdP_8GztsuKi9nrraNbKKp4 - Clips Channel: https://www.youtube.com/lexclips SOCIAL LINKS: - X: https://x.com/lexfridman - Instagram: https://instagram.com/lexfridman - TikTok: https://tiktok.com/@lexfridman - LinkedIn: https://linkedin.com/in/lexfridman - Facebook: https://facebook.com/lexfridman - Patreon: https://patreon.com/lexfridman - Telegram: https://t.me/lexfridman - Reddit: https://reddit.com/r/lexfridman

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• #455 – Adam Frank: Alien Civilizations and the Search for Extraterrestrial Life

  Adam Frank is an astrophysicist studying star systems and the search for extraterrestrial life and alien civilizations. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep455-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/adam-frank-transcript CONTACT LEX: Feedback - give feedback to Lex: https://lexfridman.com/survey AMA - submit questions, videos or call-in: https://lexfridman.com/ama Hiring - join our team: https://lexfridman.com/hiring Other - other ways to get in touch: https://lexfridman.com/contact EPISODE LINKS: Adam's Website: https://adamfrankscience.com Adam's X: https://x.com/adamfrank4 Adam's Instagram: https://instagram.com/adamfrankscience Adam's Books: The Little Book of Aliens: https://amzn.to/3OTX1rP Light of the Stars: https://amzn.to/4iMKC6C The Blind Spot: https://amzn.to/4gOCe4K The Constant Fire: https://amzn.to/3ZVnxX4 SPONSORS: To support this podcast, check out our sponsors & get discounts: Encord: AI tooling for annotation & data management. Go to https://encord.com/lex Eight Sleep: Temp-controlled smart mattress cover. Go to https://eightsleep.com/lex Shopify: Sell stuff online. Go to https://shopify.com/lex NetSuite: Business management software. Go to http://netsuite.com/lex BetterHelp: Online therapy and counseling. Go to https://betterhelp.com/lex Notion: Note-taking and team collaboration. Go to https://notion.com/lex LMNT: Zero-sugar electrolyte drink mix. Go to https://drinkLMNT.com/lex AG1: All-in-one daily nutrition drinks. Go to https://drinkag1.com/lex OUTLINE: (00:00) - Introduction (14:22) - Planet formation (19:32) - Plate tectonics (26:54) - Extinction events (31:04) - Biosphere (34:02) - Technosphere (38:17) - Emergence of intelligence (44:29) - Drake equation (48:43) - Exoplanets (51:28) - Habitable zones (54:30) - Fermi Paradox (1:03:28) - Alien civilizations (1:12:55) - Colonizing Mars (1:25:11) - Search for aliens (1:41:37) - Alien megastructures (1:47:43) - Kardashev scale (1:52:56) - Detecting aliens (1:59:38) - Warp drives (2:05:45) - Cryogenics (2:09:03) - What aliens look like (2:17:48) - Alien contact (2:28:53) - UFO sightings (2:40:38) - Physics of life (3:06:29) - Nature of time (3:22:53) - Cognition (3:27:16) - Mortality

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