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
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.
Um chip fabs is almost like cooking and it's not like something you could just follow a uh follow a a manual.
It's like it's almost like cooking where y 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 does.
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.
I mean that's a telecom infrastructure play and this will be an AI computing infrastructure play.
Yeah, yeah, yeah.
world there.
I'm not gonna bet against Elon.
It might just take long.
Jensen has talked about this.
This this is a risk, but I think 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.
Showing 1141–1160 of 1,575 · page 58 of 79
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