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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I mean I think I was o on last December and the stock is the semis and chips have gone up and now they're back down to where they were in December.

Um the chip sectors

Flat flat on the year and video's down ten percent.

And it reminds me a lot of about a year ago.

Do you guys remember

Everyone's freaking out about Deep Seek, the super efficient models.

We're gonna destroy uh AI compute.

Uh there will be a huge compute glut.

And then everyone freaked out about Trump's Tower Fours of Liberation Day.

And this year seems very similar to that.

Almost it's like Groundhog Day.

We have fears over AI CapEx.

People think that it might be the peak.

And then we have the Iraq war.

And uh one of these things is

But um

Sorry to

I mean it's very similar to IRA for that that's why these

Uh but you know hundred dollar oil this stuff is unsustainable and oh profit subside.

mean there there's no doubt.

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