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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Jul 2026 with 2.
Appearances
So we're seeing a lot of this hot take FUD.
Yesterday, I think we had a flurry of stuff that scared people.
The Wall Street Journal vendor financing article that we'll see what happens with that.
We had CMXT IPO in China and everyone freaked out over that.
We had the information article on ASML.
We could go through each one.
And then the Kimmy thing, it's obviously a big thing.
Well, I mean, they've been very upfront that they're investing heavily in AI.
Alexander Wang is tweeting multiple times every few weeks that they're going full force.
They're going to redo open source AI models.
I think he said that at the YC event over the weekend.
And then Reuters came out, I think, with an article saying that they're actually going to raise CapEx dramatically.
this year and next year.
So all that kind of fear that that quote about authentic AI from the town hall that kind of spooked the market for a few days, it was completely false.
To be fair, that was the internal town hall.
They didn't mean to leak it, and Reuters leaked that one quote and put out the headline before the article came out.
Well, they're definitely getting ROI on that.
The market is worried about all those extra capex.
They're going for the frontier AI model race again.
And they had to reset.
Showing 261–280 of 1,575 · page 14 of 79
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