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

Every company has to do this.

So everything is taking off.

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

You know, they had like a day in the Valley.

Instantly, NVIDIA CEO, Jensen Huang, Broadcom CEO, Hock Tan, Dario, you know, Sam Altman are there, right?

Yeah, 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 is not a problem anymore.

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 millions of times and millions of times.

You don't 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.

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