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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Jul 2026 with 2.
Appearances
I think the same thing's happening here with the Iran war.
Um 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 authentic 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 in crazy clamoring need for AI.
And we're
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.
Exactly.
Um
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-ops, 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
ARR every every few weeks.
Yeah.
Jensen's uh acquired Grok, um, acquired the assets of Brock and the people of Grock.
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.
Showing 1021–1040 of 1,575 · page 52 of 79
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