The Minutes of David Sacks on china competition https://minutesof.com/david-sacks/on/china-competition/ Everything David Sacks has said on china competition: 2 verbatim quotes from January 2025, each with a timestamp and a link to the recording it came from. en Mon, 31 Aug 2026 13:11:51 +0000 Sacks cites analyst estimate that DeepSeek has about 50,000 Hopper GPUs including 10,000 H100s. https://minutesof.com/q/143bf10c-3432-44dd-9b28-3052d80d1af1/ https://minutesof.com/q/143bf10c-3432-44dd-9b28-3052d80d1af1/ “Dylan Patel, who's leading semiconductor analyst, has estimated that DeepSeac has about 50,000 hoppers. And specifically, he said they have about 10,000 h one hundreds,” — All-In Podcast Fri, 31 Jan 2025 21:52:00 +0000 china competition Sacks argues DeepSeek's open-source strategy is about undercutting leading American companies, not altruism. https://minutesof.com/q/8217bb1b-6caf-4150-84c0-a260cf1c4a5b/ https://minutesof.com/q/8217bb1b-6caf-4150-84c0-a260cf1c4a5b/ “if you're if you're behind and you're trying to catch up, then open source is a strategy that actually really makes sense for you. Absolutely. Know, they're trying to basically undercut the leading American companies.” — All-In Podcast Fri, 31 Jan 2025 21:52:00 +0000 china competition