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 months

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

newest first · ▶ plays the moment

And I think that's one thing that people are missing, that both Anthropic and OpenAI are kind of winking that, oh, it's happening.

Anytime I tweet something on RSI, all these Frontier AI researchers like my tweet.

There's so much demand overall.

The SK Hynix executives said during their IPO run

that their customers are asking five to six times more

than they're able to serve.

And they're going to double capacity over the next five years, they said.

And their customers, and I'm going to assume it sounded like Jensen, are asking for five to six times more than they're able to build.

So there's overwhelming demand.

You guys were at the Advanced AI A&D event.

Lisa Su raised her agentic CPU forecast.

Just three months ago, it was $120 billion for 2030.

Three months later, they raised it to $220 billion.

She doesn't do that.

It's crazy.

CEOs don't raise their TAMs by these multiples in a few months if they're not seeing insane demand coming in.

Everyone's freaking out that this is the dot-com bubble all over again.

But what if these hyperscaler GPU cloud businesses are amazing businesses?

Morgan Stanley says, if you do inference...

Showing 341–360 of 1,575 · page 18 of 79