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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

I don't know how OpenAI is going to live up to the promises and hype that it has been drumming up for the last couple of years. That much will be clear at least by the end of the year. If OpenAI's revenue projections fall short, we'll all know about it. It will leak eventually. And same with Stargate. But yeah, OpenAI does not have this money. Here's the thing.

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

And like I said earlier, is the biggest puzzle piece that we cannot underestimate is that Sam Altman's dealmaking capabilities have been described as almost sociopathic. He knows how to get what he wants. He has known for more than a decade how to get what he wants. And that much is true here.

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

And like I said earlier, is the biggest puzzle piece that we cannot underestimate is that Sam Altman's dealmaking capabilities have been described as almost sociopathic. He knows how to get what he wants. He has known for more than a decade how to get what he wants. And that much is true here.

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

And like I said earlier, is the biggest puzzle piece that we cannot underestimate is that Sam Altman's dealmaking capabilities have been described as almost sociopathic. He knows how to get what he wants. He has known for more than a decade how to get what he wants. And that much is true here.

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

He was going around the world, and he was laughed out of Japan for saying he wanted $7 trillion for data centers. And that clearly shrunk a lot. I think it'll continue to shrink. But he will figure out how to get what he wants. That is a piece that cannot be underestimated here. So yeah, I think that they'll probably raise more money.

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

He was going around the world, and he was laughed out of Japan for saying he wanted $7 trillion for data centers. And that clearly shrunk a lot. I think it'll continue to shrink. But he will figure out how to get what he wants. That is a piece that cannot be underestimated here. So yeah, I think that they'll probably raise more money.

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

He was going around the world, and he was laughed out of Japan for saying he wanted $7 trillion for data centers. And that clearly shrunk a lot. I think it'll continue to shrink. But he will figure out how to get what he wants. That is a piece that cannot be underestimated here. So yeah, I think that they'll probably raise more money.

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

I mean, I can say with probably 99% certainty that they will raise another round this year, maybe two. XAI will raise another round and they'll brag about new data center projects.

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

I mean, I can say with probably 99% certainty that they will raise another round this year, maybe two. XAI will raise another round and they'll brag about new data center projects.

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

I mean, I can say with probably 99% certainty that they will raise another round this year, maybe two. XAI will raise another round and they'll brag about new data center projects.

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

The stars aligned perfectly for Sam Altman. If he hadn't been ousted and Microsoft didn't pull back and Trump wasn't elected, Stargate probably wouldn't have happened in the time it did. And then DeepSeek just totally nerfed it, it feels like, just publicly. I don't know if it'll have an actual impact on the project itself because, like I said, I don't see that project working out anyways.

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

The stars aligned perfectly for Sam Altman. If he hadn't been ousted and Microsoft didn't pull back and Trump wasn't elected, Stargate probably wouldn't have happened in the time it did. And then DeepSeek just totally nerfed it, it feels like, just publicly. I don't know if it'll have an actual impact on the project itself because, like I said, I don't see that project working out anyways.

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

The stars aligned perfectly for Sam Altman. If he hadn't been ousted and Microsoft didn't pull back and Trump wasn't elected, Stargate probably wouldn't have happened in the time it did. And then DeepSeek just totally nerfed it, it feels like, just publicly. I don't know if it'll have an actual impact on the project itself because, like I said, I don't see that project working out anyways.

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

It is not reaching $500 billion whatsoever. But DeepSeek definitely gives... everyone who has the money the chance to say, are we sure we need this much money to build what you claim

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

It is not reaching $500 billion whatsoever. But DeepSeek definitely gives... everyone who has the money the chance to say, are we sure we need this much money to build what you claim

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

It is not reaching $500 billion whatsoever. But DeepSeek definitely gives... everyone who has the money the chance to say, are we sure we need this much money to build what you claim

Decoder with Nilay Patel
The AI arms race to build digital god

Thank you for having me.

Decoder with Nilay Patel
The AI arms race to build digital god

Thank you for having me.

Decoder with Nilay Patel
The AI arms race to build digital god

Thank you for having me.

Decoder with Nilay Patel
The AI arms race to build digital god

Love it.