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 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

Elon needs to find.

But even then, like how how's he gonna buy like semicap equipment from ESML and AMAT?

Like there there's just no capacity there.

So I'm I'm not optimistic on that.

And this is this is stuff that takes decades, uh um

Chip fabs is almost like cooking and it's not like something you could just follow uh uh follow a a manual.

It's like it's almost like cooking where you it's takes a lot of uh trial and error accumulated over decades, uh T S M C and even Intel.

So it's not something you could just jump right in and do.

Yeah, it is

Yeah I've been doing a lot of research into space and it's a lot of trial and error and like almost like cooking a a recipe.

I I I think Elon's pitch uh with the SpaceX IPO and we'll see it in the coming months, is the AI compute it's gonna be so there's gonna be so much demand over the next five, ten years that you're gonna have to uh

use these SpaceX satellites that have GPUs in them um to to serve that to them.

I think what Elon did with Starlink.

That's a telecon infrastructure play, and this will be an AI computing

Jensen has talked about this.

this is a risk, but there is probably like six months, six to nine months of inventory in the channel.

Bernstein has talked about it's not a risk in the short term.

So so if this thing if this Iran

Stuff lasts.

Yeah.

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