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
all we have is like these spot leaks and Starlink and now with the, you know, selling the AI compute classes to Anthropic.
I mean, the valuation is extremely high.
Even the D1 Capital guy who's up, you know, Dan Sondheim.
Yeah.
He was interviewed on Oshana's show and you could tell if you just read his body language, he's like,
Like, you know, the launch costs going down and Starlink coming out of nowhere and adding billions of, you know, unbelievable telecom business total.
Yeah.
Great.
But like 1.5, 1.75 trillion off those Starlink projects.
On the next downturn, it's just, ugh.
I just wish Anthropic went out first, right?
Because the numbers are dramatically real.
I mean, OpenAI probably is accelerating right now with Codex too.
you know, that will help things a lot better than, you know, than SpaceX.
How are you thinking?
Ask me the same question six, seven weeks ago, and they reported an unbelievable quarter.
I mean, they're growing at 33%, like crazy amounts of profits.
There's market skepticism that they could do well in AI models, but
there's also the plan B. You could say the same thing about what happened with Elon and XAI.
They were able to... There's so much demand in this megatrend hypercycle that even if they falter a bit, they could sell compute capacity to the highest bidder that's out there.
Showing 681–700 of 1,575 · page 35 of 79
← Previous
Next →