Navigating AI Chip Geopolitics

Andrew and Ben reconvene to answer your emails on DeepSeek and its implications. Topics include: DeepSeek as the Oakland A’s and Big Tech as the Red Sox, questions about distillation, video game history and coding to the metal, waiting for Silicon Valley products in AI, the future of compute demand and power consumption, and a variety of follow-up thoughts to Monday’s export control discussion.

To email the show: email@sharptech.fm

@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube

DeepSeek FAQ — Stratechery

DeepSeek-R1, DeepSeek Implications — Stratechery Update

China and Geopolitics — Stratechery

On DeepSeek and Export Controls — Dario Amodei

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