AI Cost Management and Global Competition

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

Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus for $15/month or $150/year.