(Preview) The End of OpenAI and Microsoft, Risks and Rationale of the Stargate Project, DeepSeek-R1 and Bitter Lessons for the Future

On their 200th episode of the show(!), Ben and Andrew discuss the Stargate Project and what clarifies about the dynamics between OpenAI and Microsoft. Then: the risks inherent to Stargate investments, the rationale for the corporate structure announced this week, PhD-level agents in 2-3 years, and various lessons from the success of DeepSeek and its latest models.