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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it's 60 to 80% profit margins, right?

These are amazingly profitable businesses as long as we keep growing the next few years.

And again, just like last year, we're on this exponential run right now over the next two quarters and the market isn't seeing that.

Everyone's freaking out that, oh no, we're spending too much.

And even Sam Altman podcast came out today and another podcast.

Sam is out there.

He said that he regretted

pulling back on the compute purchases.

They made a mistake by not putting the pedal to the metal because now things are taking off again.

Amazon, the CEO, in April, if everyone reads his annual letter, Andy Jassy wrote, he talks about how free cash flow works.

We're not betting $200 billion on a hunch.

We see the demand.

We know it's going to be insanely profitable and free cash flow positive in the medium to long term.

So that's why we're investing $200 billion now.

And in a year or two, we're going to see insane amounts of free cash flow, the thing that people are worried about right now.

It takes time to build out these data centers and fabs.

The pushback I have there is that's a static view, right?

If they don't grow revenue for the next three years, yes.

You can't do that.

But they're growing.

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