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21min chapter
DeepSeek, Stargate and AI's $600 Billion Question with Sequoia's David Cahn
Gradient Dissent: Conversations on AI
Navigating the AI Investment Landscape
This chapter explores the impact of reduced costs in AI technology on startup innovation and growth, while addressing investor concerns about commoditization. It contrasts two approaches in the AI field: Stargate's large data center investments versus DeepSeek's focus on smaller, efficient models. The discussion further delves into the financial dynamics of AI infrastructure spending, highlighting the competitive landscape among major tech firms and their cloud services.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode