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

you know, two, three, four, five months, then becomes a problem.

Okay.

But if it, you know, gets solved or straight over move opens up with the toll or whatever uh final negotiation they come up with over the next few weeks, I don't think it's gonna be a problem.

me put it this way if PELIM becomes the issue, we're gonna have bigger problems at our hands.

Okay.

I mean there's gonna be world starvation and like

It's totally not a problem right now.

Like Core Weep has talked about uh these things are lasting five to six years, uh and they're getting like almost ninety, ninety five percent of the pricing.

So it could be potentially be a problem if the whole if this is a bubble, I don't think it's a bubble.

Yeah.

But if this is a bubble two, three years from now and there's a compute glut, then

No, the stocks are gonna go down because there's a compute glood.

But as of now, it's the opposite.

Like it all the GPU rental prices, even for stuff that's six years old, is still being sold out and it the c AI compute demand outpacing supply is so large that this is not an issue right now.

CodeGen is still just early innings.

10, 20 agents and they're kind of over uh overseeing them.

But then we have this other stuff where these models, the mythos and open AI, they're just gonna get better where you could automate uh all these work uh process flows.

Companies are gonna use them for every single vertical customer service research, simulating chip design where they they can verify drug discovery where they

verify if uh drug molecules can do so so we're just getting started at this stuff so it you can you're gonna see vertical ai agents on every single category and i i think uh logan's coming on he wrote this great post on x yeah um that he says this the ai agent wave is is gonna

Yeah.

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