Dylan Patel

DeepSeq engineers make a lot more than other engineers, but they're not making $10 million, even though it may be worth it.

There's this like real big perception difference.

China could build way faster than us if they wanted to build a two gigawatt or five gigawatt data center.

They could probably smuggle a lot of chips.

If they wanted to build a 10 gigawatt data center, I bet they could build it in like a few years.

Whereas the US is not going to build a single 10 gigawatt data center for a while, right?

Like the total capacity of an open AI will be like 10 gigawatts in a few years, optimistically.

China's not, they don't have the best chips.

Huawei's speed rating, trying to get better and better and faster and faster.

They don't have the best memory.

They're trying to get better and faster there.

They do have the most power.

They can build stuff way faster.

We're impressed at how fast Elon does stuff.

Elon's slow compared to China.

And I think he knows that, which is why he's maybe like the one who's like actually using the Chinese ecosystem more in terms of like the battery facilities making in China.

And he probably recognizes it too.

There's like these major differences in like viewpoint and approach

And I think we could dive into like any part of the supply chain, but the important thing is like philosophically, we're so different on what we're trying to do here.

Because China wants an insular supply chain, they want to have supply chain security.