Gene and Doug discuss the recent developments in AI infrastructure, particularly focusing on the Stargate initiative, OpenAI's new product, Operator, which represents a step towards agentic AI, and the introduction of a new model from China called DeepSeek, which raises questions about its development and potential impact on the AI landscape.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com