DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459
4:32:12is when software engineering costs are really low, you get very different markets. So, in the US, you have all these platform SaaS companies,4:32:18Salesforce, and so on and so forth. In China, no one uses platform SaaS.4:32:45But what happens when every company can just invent their own business logic really cheaply and quickly? You stop using platform SaaS,
