Tae Kim

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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 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

ARR every every few weeks.

Yeah.

Uh and uh Jensen's uh acquired Groc.

Um acquire the assets of Brock and the people of Brock.

And this the combination of integrating Grok's uh technology together with Vera Rubin uh lets NVIDIA serve this tremendous wave of compute demand economically.

And uh Ian Buck talked about it, Jensen talked about it.

So NVIDIA is positioned perfectly to thrive on this coding agent wave that we're seeing right now.

I think what Jensen does, he sees where the market is shifting and where the oc economic value is.

With Mellanox he did this in two thousand nineteen.

He saw

world shifting to

It's a networking chip, but he saw the world sifting to like these ten thousand, hundred thousand GPU clusters and Melanov's needs for that.

And in the same manner he saw uh AI agents and

And the inference behind that taking off and he said, Oh, this groc thing will work perfectly with Verruben.

It it doesn't replace everything.

It just says talk about twenty five percent of the

inference demand would be uh grok would uh work on that.

but them working together where seventy five percent of the inference is Vera Rubin and twenty five percent is a grok low latency stuff, that's it's like the perfect combination to t to take advantage of this.

Um and the other thing is like we're just in this great liftoff of AI innovation.

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