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Nathan Lambert

๐Ÿ‘ค Speaker
1665 total appearances

Appearances Over Time

Podcast Appearances

Lex Fridman Podcast
#459 โ€“ DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters

I agree. I have a schizo take on how you can solve this because it already works. I have a reasonable take on it. Japan has a law which you're allowed to train on any training data and copyrights don't apply if you want to train a model. A. B. Japan has 9 gigawatts of curtailed nuclear power. C, Japan is allowed under the AI diffusion rule to import as many GPUs as they'd like.

Lex Fridman Podcast
#459 โ€“ DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters

So all we have to do, we have a market here to make. We build massive data centers, we rent them to the labs, and then we train models in a legally permissible way and there's no if, ands, or buts. And now the models have no potential copyright lawsuit from New York Times or anything like that. No, no, it's just completely legal.

Lex Fridman Podcast
#459 โ€“ DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters

So all we have to do, we have a market here to make. We build massive data centers, we rent them to the labs, and then we train models in a legally permissible way and there's no if, ands, or buts. And now the models have no potential copyright lawsuit from New York Times or anything like that. No, no, it's just completely legal.

Lex Fridman Podcast
#459 โ€“ DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters

So all we have to do, we have a market here to make. We build massive data centers, we rent them to the labs, and then we train models in a legally permissible way and there's no if, ands, or buts. And now the models have no potential copyright lawsuit from New York Times or anything like that. No, no, it's just completely legal.

Lex Fridman Podcast
#459 โ€“ DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters

Yeah. As far as industrial espionage and things, that has been greatly successful in the past. The Americans did it to the Brits, the Chinese have done it to the Americans, and so on and so forth. It is a fact of life. And so to argue industrial espionage can be stopped is probably unlikely.

Lex Fridman Podcast
#459 โ€“ DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters

Yeah. As far as industrial espionage and things, that has been greatly successful in the past. The Americans did it to the Brits, the Chinese have done it to the Americans, and so on and so forth. It is a fact of life. And so to argue industrial espionage can be stopped is probably unlikely.

Lex Fridman Podcast
#459 โ€“ DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters

Yeah. As far as industrial espionage and things, that has been greatly successful in the past. The Americans did it to the Brits, the Chinese have done it to the Americans, and so on and so forth. It is a fact of life. And so to argue industrial espionage can be stopped is probably unlikely.

Lex Fridman Podcast
#459 โ€“ DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters

You can make it difficult, but even then, there's all these stories about, hey, F-35 and F-22 have already been given to China in terms of design plans and stuff. Code and stuff like between, you know, I say companies, not nation states is probably very difficult. But ideas are discussed a lot, right?

Lex Fridman Podcast
#459 โ€“ DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters

You can make it difficult, but even then, there's all these stories about, hey, F-35 and F-22 have already been given to China in terms of design plans and stuff. Code and stuff like between, you know, I say companies, not nation states is probably very difficult. But ideas are discussed a lot, right?

Lex Fridman Podcast
#459 โ€“ DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters

You can make it difficult, but even then, there's all these stories about, hey, F-35 and F-22 have already been given to China in terms of design plans and stuff. Code and stuff like between, you know, I say companies, not nation states is probably very difficult. But ideas are discussed a lot, right?

Lex Fridman Podcast
#459 โ€“ DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters

Whether it be a house party in San Francisco or a company changing employees or, you know, or the, you know, the always the like mythical honeypot that always gets talked about, right? Like someone gets honeypotted, right? Because everyone working on AI is a single dude who's in their 20s and 30s. Not everyone, but, like, an insane amount of... Insane percentages.

Lex Fridman Podcast
#459 โ€“ DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters

Whether it be a house party in San Francisco or a company changing employees or, you know, or the, you know, the always the like mythical honeypot that always gets talked about, right? Like someone gets honeypotted, right? Because everyone working on AI is a single dude who's in their 20s and 30s. Not everyone, but, like, an insane amount of... Insane percentages.

Lex Fridman Podcast
#459 โ€“ DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters

Whether it be a house party in San Francisco or a company changing employees or, you know, or the, you know, the always the like mythical honeypot that always gets talked about, right? Like someone gets honeypotted, right? Because everyone working on AI is a single dude who's in their 20s and 30s. Not everyone, but, like, an insane amount of... Insane percentages.

Lex Fridman Podcast
#459 โ€“ DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters

Yeah, or male, right? You know, it's San Francisco, right? But as a single dude, I will say, in his late 20s, right, is, like, we were very easily corrupted, right? Like, you know, like... Not corrupted myself, but you know, we are, we are, right?

Lex Fridman Podcast
#459 โ€“ DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters

Yeah, or male, right? You know, it's San Francisco, right? But as a single dude, I will say, in his late 20s, right, is, like, we were very easily corrupted, right? Like, you know, like... Not corrupted myself, but you know, we are, we are, right?

Lex Fridman Podcast
#459 โ€“ DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters

Yeah, or male, right? You know, it's San Francisco, right? But as a single dude, I will say, in his late 20s, right, is, like, we were very easily corrupted, right? Like, you know, like... Not corrupted myself, but you know, we are, we are, right?

Lex Fridman Podcast
#459 โ€“ DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters

Yeah. So I think the thing that's like really important about these mega cluster build outs is they're completely unprecedented in scale. Right. U.S., you know, sort of like data center power consumption has been slowly on the rise and it's gone up to two, three percent even through the cloud computing revolution. Right. Data center consumption as a percentage of total U.S.,

Lex Fridman Podcast
#459 โ€“ DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters

Yeah. So I think the thing that's like really important about these mega cluster build outs is they're completely unprecedented in scale. Right. U.S., you know, sort of like data center power consumption has been slowly on the rise and it's gone up to two, three percent even through the cloud computing revolution. Right. Data center consumption as a percentage of total U.S.,

Lex Fridman Podcast
#459 โ€“ DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters

Yeah. So I think the thing that's like really important about these mega cluster build outs is they're completely unprecedented in scale. Right. U.S., you know, sort of like data center power consumption has been slowly on the rise and it's gone up to two, three percent even through the cloud computing revolution. Right. Data center consumption as a percentage of total U.S.,

Lex Fridman Podcast
#459 โ€“ DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters

And that's been over decades, right, of data centers, et cetera. It's been climbing, climbing slowly. But now, two to three percent. Now, by the end of this decade, it's, like, even under, like, you know, when I say, like, 10%, a lot of people that are traditionally, by, like, 2028, 2030, people traditionally non-traditional data center people, like, that's nuts.