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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TBPN · FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race · 30 Mar 2026 podcast

Just like tariffs a year ago Nvidia had thirty percent drawdown when their business was actually flying, yeah, actual fun belt of the business.

I think the same thing's happening here with

the Iran War uh

Things will eventually subside.

Oil can't be hundred dollars for forever and Trump will probably backpedal in the next few weeks uh ahead of the Trump

Well, inference demand is exploding, driven by the AI agents and coding assistants.

Um what I met with uh Ian Buck, I met with dozens of uh engineers at Meta, Google, NVIDIA, and all of them are seeing crazy uh inference demand and AI compute shortages.

So across the board

People are

And crazy clamoring need for AI.

And

And you see the tweets, like people are like um building uh bots to to pick up any kind of B two hundred GPU that can that oh yeah after waiting like weeks and months or whatever.

Exactly.

And the the the great thing is Jensen, you know, he's very prescient.

He probably saw this demand months away.

He locked up all the supply agreements for memory, co-was, you know, connectors ahead of time.

He saw this inference demand.

And uh to take advantage of this coding system uh boom, which it's almost like a gold rush.

You see open AI pivoting toward it, anthropic obviously is thriving on it, uh billions of

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