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
So so if this thing if this Iran
Stuff lasts.
Yeah.
you know, two, three, four, five months, then becomes a problem.
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.
rare road thing, just like you said.
let me put it this way, if helium becomes the issue, we're gonna have bigger problems at our hands.
Okay.
I mean there's gonna be world starvation and like that that'll be the least of our problems if Helum becomes the problem.
It's totally not a problem right now.
Like Core Weav 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 bubble two, three years from now and there's a compute glut, then yeah, you know, the stocks are gonna go down because there's a compute glut.
But as of now, it's the opposite.
Like you know, 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.
Code Gen is still just early innings.
ten, twenty agents and they're kind of over uh overseeing them.
But then we have this other stuff where
Showing 1161–1180 of 1,575 · page 59 of 79
← Previous
Next →