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 I think look at Jenison's history in investing in these companies and CoreWeave and see how much money they made.
They just bought stake in the optical companies, Lumentum and Coherent.
Jensen is enabling the future because he sees this overwhelming title of demand and he needs these companies to be able to build up their supply chain and to give supplies and chips to NVIDIA so they actually ramp very hard.
Everyone's freaking out that this is vendor financing.
What if hyperscale GPU cloud is so profitable
And these companies need capital to build up that supply so they can serve the GPU cloud services over the next year or two.
Maybe Jensen sees that coming like he did with all these other companies like CoreWeave.
And that's why he's investing in these companies to be able to expand their ability to make the components the industry needs.
So I think you're exactly right.
In a year, two, three years, NVIDIA is going to have all these stakes in these companies.
And it's going to look like he was a good investor because he has been in the past.
I mean, think, think about the secret bitter.
Hopefully this becomes the lucky charm for the markets.
Hey, guys.
Awesome.
It's much better.
It's going great.
I think the last time we talked was March 30th, and the market was right at the bottom.
Everything was going terrible.
You never worried though.
Showing 481–500 of 1,575 · page 25 of 79
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