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.

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

CUDA's been a tremendous moat, and I think it continues to be a moat.

And the reason why is it's super reliable.

All the bugs have been optimized and fixed.

And that comes from hitting the software, you know, millions of times and billions of times, right?

Like, you don't know if, you know, if you use Cloud Code or Kimmy that what they figure out using their training data is going to work in the real world, right?

They could talk about one little piece that does well.

Let's see how it actually works.

But it is...

Big Moat is its scale, its co-design of actually working through the networking, the CPU, the GPU, and how everything works together.

And the other big thing is their balance sheet and their ability to get supply commitments.

I think I said this before, optical startups are upset because NVIDIA secured all the supply for all the optical components.

Same thing with TSMC wafers.

Same thing with HBM memory.

So NVIDIA is using their size and gorilla and being able to prepay and get components that are in shortage.

So they've become the dominant.

Over the next year or two, you're going to see NVIDIA able to add tons of revenue because they were able to lock up all the supply components.

That's another thing that people don't really talk about is their supply chain and their ability to work with partners and secure component inventory.

So Jensen said this last week on the Bloomberg interview that there are a lot of bottlenecks, including data center shell, power, and all those things, components, energy, whatever.

So all those things, it sounds really bad, right?

And then right after that, he said, I think the chip industry has enough supply to double their revenue every year.

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