Tae Kim

speaker

1,575 appearances 6 recordings 1 series first heard Dec 2025 last heard 29 Jul

Tae Kim’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 6 in all, peaking in Jul 2026 with 2.

newest first · ▶ plays the moment

TBPN · RSI Is Closer Than People Think, Per Tae Kim · 29 Jul 2026 podcast

I see the CEO of A&D expanding her TAM dramatically over the last three months.

I see RSI under a horizon.

Every AI researcher is like,

Oh, my God, this is going to happen.

We have to get there sooner.

And then I see the obvious use case of agentic AI where you have to re-architect your workflows internally.

Every company has to do this.

So everything is taking off.

You see when the president of Korea came to San Francisco area last week.

They had like a day in the valley.

Instantly, Nvidia CEO Jensen Huang, Broadcom CEO Hock Tan, Dario, Sam Altman are there, right?

Do a little logic deduction.

Why are they there like crazy?

Because they need HBM memory and they're dying to have it.

So if you think about that, that means there's insane demand and HBM memory is insane.

In short, there's tremendous demand for it, right?

So AMD is on it.

Kimmy wrote a couple paragraphs in their blog post about how they created a GPU kernel and all that, so everyone gets scared or whatever.

We'll see what it's like in real life.

AMD is incentivized to say, oh, CUDA's not a problem anymore.

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