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
2 · Jul OctJan 26AprJulnow

Recordings per month over the last 12 months — 6 in all, peaking in Jul 2026 with 2.

Appearances

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Sam is on the record over the weekend.
the yc thing again like people don't i don't know why people don't like listen to you it's on youtube yeah that the next six months it's going to be much more dramatically better for ai than the last two years in terms of advanced capabilities and i heard you say rsi before i think it's going to be rsi people inside open ai and definitely anthropic anthropic put a blog post on this rsi i think is a lot closer than people think
And if RSI actually happens in the next three, six, nine months, that's going to soak up an insane amount of compute.
I mean, we have this exponential ramp for reasoning, exponential ramp for agentic.
And then if RSI actually happens, and I think it sounds like both frontier labs think it's going to happen very soon, that's going to soak up an unbelievable amount of compute as the AI models use more compute to self-develop and improve.
I think that's one thing that people are missing, that both Anthropic and OpenAI are kind of winking that, oh, it's happening.
Anytime I tweet something on RSI, all these frontier AI researchers like my tweet.
Well, there's so much demand overall.
I mean, the SK Hynix executives said during their IPO run that their customers are asking five to six times more
than they're able to serve.
And they're gonna double capacity over the next five years, they said.
And their customers, and I'm gonna assume it sounded like Jensen, are asking for five to six times more than they're able to build.
So there's overwhelming demand.
You guys were at the Advanced AI A&D event.
Lisa Su raised her agentic CPU forecast
Just three months ago, it was $120 billion for 2030.
Three months later, they raised it to $220 billion.
She doesn't do that.
She doesn't do that.
I've got that ready.
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