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 can do whatever.
You actually did.
It's crazy.
CEOs don't raise their TAMs by these multiples in a few months if they're not seeing insane demand coming in.
Everyone's freaking out that this has let the dot-com bubble all over again.
But what if these hyperscaler GPU cloud businesses are amazing businesses?
Morgan Stanley says, if you do inference, it's 60% to 80% profit margins.
These are amazingly profitable businesses as long as we keep growing the next few years.
And again, just like last year, we're on this exponential run right now over the next two quarters, and the market isn't seeing that.
Everyone's freaking out that,
Oh, no, we're spending too much.
And even Sam Altman's podcast came out today, and another podcast.
Sam is out there.
He said that he regretted pulling back on the compute purchases.
They made a mistake by not putting the pedal to the metal because now things are taking off again.
Like Amazon, the CEO in April, if everyone read his annual letter, Andy Jassy wrote, he talks about how free cash flow works.
We're not betting $200 billion on a hunch.
We see the demand.
We know it's going to be insanely profitable and free cash flow positive in the medium to long term.
So that's why you're investing $200 billion now and in a year or two,
Showing 101–120 of 1,575 · page 6 of 79
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