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Kylie Robison

👤 Person
333 total appearances

Appearances Over Time

Podcast Appearances

Decoder with Nilay Patel
DeepSeek, Stargate, and the new AI arms race

It's supposed to generate headlines. That's what it's supposed to do. It's a joint venture between OpenAI, SoftBank, Arm, MGX, a whole bunch of partners. The goal is over four years, they will spend $500 billion on creating a bunch of new data centers or, you know, putting that infrastructure into existing data centers. The whole goal is to give OpenAI a shitload of compute.

Decoder with Nilay Patel
DeepSeek, Stargate, and the new AI arms race

It's supposed to generate headlines. That's what it's supposed to do. It's a joint venture between OpenAI, SoftBank, Arm, MGX, a whole bunch of partners. The goal is over four years, they will spend $500 billion on creating a bunch of new data centers or, you know, putting that infrastructure into existing data centers. The whole goal is to give OpenAI a shitload of compute.

Decoder with Nilay Patel
DeepSeek, Stargate, and the new AI arms race

It's supposed to generate headlines. That's what it's supposed to do. It's a joint venture between OpenAI, SoftBank, Arm, MGX, a whole bunch of partners. The goal is over four years, they will spend $500 billion on creating a bunch of new data centers or, you know, putting that infrastructure into existing data centers. The whole goal is to give OpenAI a shitload of compute.

Decoder with Nilay Patel
DeepSeek, Stargate, and the new AI arms race

It's light on the details, but the information reported that there's this interesting split for the ownership of this company. I think, you know, OpenAI gets about half of the ownership. And yeah, this is meant for OpenAI, but, you know, SoftBank, Oracle, MGX, they're all investors in this company, so they should be getting a return is sort of the idea.

Decoder with Nilay Patel
DeepSeek, Stargate, and the new AI arms race

It's light on the details, but the information reported that there's this interesting split for the ownership of this company. I think, you know, OpenAI gets about half of the ownership. And yeah, this is meant for OpenAI, but, you know, SoftBank, Oracle, MGX, they're all investors in this company, so they should be getting a return is sort of the idea.

Decoder with Nilay Patel
DeepSeek, Stargate, and the new AI arms race

It's light on the details, but the information reported that there's this interesting split for the ownership of this company. I think, you know, OpenAI gets about half of the ownership. And yeah, this is meant for OpenAI, but, you know, SoftBank, Oracle, MGX, they're all investors in this company, so they should be getting a return is sort of the idea.

Decoder with Nilay Patel
DeepSeek, Stargate, and the new AI arms race

OpenAI does not have the money and that number is completely made up is my take. $500 billion is a nice big round number that's very splashy and likely it won't reach anywhere close to that commitment.

Decoder with Nilay Patel
DeepSeek, Stargate, and the new AI arms race

OpenAI does not have the money and that number is completely made up is my take. $500 billion is a nice big round number that's very splashy and likely it won't reach anywhere close to that commitment.

Decoder with Nilay Patel
DeepSeek, Stargate, and the new AI arms race

OpenAI does not have the money and that number is completely made up is my take. $500 billion is a nice big round number that's very splashy and likely it won't reach anywhere close to that commitment.

Decoder with Nilay Patel
DeepSeek, Stargate, and the new AI arms race

I've been talking to people about this, and people are typically in San Francisco so pro-Sam Altman that I have been shocked to hear so many people coming to me saying that this feels like complete bullshit. How is OpenAI getting this money? I don't know. Their revenue would not speak to being able to afford this project. But Sam Altman's otherworldly dealmaking abilities...

Decoder with Nilay Patel
DeepSeek, Stargate, and the new AI arms race

I've been talking to people about this, and people are typically in San Francisco so pro-Sam Altman that I have been shocked to hear so many people coming to me saying that this feels like complete bullshit. How is OpenAI getting this money? I don't know. Their revenue would not speak to being able to afford this project. But Sam Altman's otherworldly dealmaking abilities...

Decoder with Nilay Patel
DeepSeek, Stargate, and the new AI arms race

I've been talking to people about this, and people are typically in San Francisco so pro-Sam Altman that I have been shocked to hear so many people coming to me saying that this feels like complete bullshit. How is OpenAI getting this money? I don't know. Their revenue would not speak to being able to afford this project. But Sam Altman's otherworldly dealmaking abilities...

Decoder with Nilay Patel
DeepSeek, Stargate, and the new AI arms race

have me not doubting that they can reach $100 billion this year, but can they reach $500 billion over four years? I don't see that happening.

Decoder with Nilay Patel
DeepSeek, Stargate, and the new AI arms race

have me not doubting that they can reach $100 billion this year, but can they reach $500 billion over four years? I don't see that happening.

Decoder with Nilay Patel
DeepSeek, Stargate, and the new AI arms race

have me not doubting that they can reach $100 billion this year, but can they reach $500 billion over four years? I don't see that happening.

Decoder with Nilay Patel
DeepSeek, Stargate, and the new AI arms race

Data center measuring contest is like the key word here. They're all just trying to say my data center is bigger. And I even get told this as a journalist, like when I bring this up to PR people of Frontier AI Labs, they're like, well, we have a giant data center in the Midwest. I think it is a lot of PR. It's to show we are working on the biggest and best next thing.

Decoder with Nilay Patel
DeepSeek, Stargate, and the new AI arms race

Data center measuring contest is like the key word here. They're all just trying to say my data center is bigger. And I even get told this as a journalist, like when I bring this up to PR people of Frontier AI Labs, they're like, well, we have a giant data center in the Midwest. I think it is a lot of PR. It's to show we are working on the biggest and best next thing.

Decoder with Nilay Patel
DeepSeek, Stargate, and the new AI arms race

Data center measuring contest is like the key word here. They're all just trying to say my data center is bigger. And I even get told this as a journalist, like when I bring this up to PR people of Frontier AI Labs, they're like, well, we have a giant data center in the Midwest. I think it is a lot of PR. It's to show we are working on the biggest and best next thing.

Decoder with Nilay Patel
DeepSeek, Stargate, and the new AI arms race

This is what we're using the billions of dollars we raised. We're using it here. You know, OpenAI is valued at $150 billion, and that is insane to me. So I think, you know, this is them saying, like, look, this is what $150 billion evaluation looks like. We have the biggest data center project in history.

Decoder with Nilay Patel
DeepSeek, Stargate, and the new AI arms race

This is what we're using the billions of dollars we raised. We're using it here. You know, OpenAI is valued at $150 billion, and that is insane to me. So I think, you know, this is them saying, like, look, this is what $150 billion evaluation looks like. We have the biggest data center project in history.

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