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
Like the H one hundred problem, the transition to Blackwell, uh China, ASIC, Brockcom competition.
So this this stuff hasn't been happening this entire 10X move up.
And the media loves to latch on to the latest thing to worry about, right?
We had DeepSeek earlier this year that the entire media establishment was it's over for the AI tree.
A AI models have become so efficient when it was actually the opposite because the reasoning models and there was an exponent exponential demand for compute.
So I I find it amusing like the whole world kind of discovered that Google had a really good chip in the T PU too.
They they've had it for ten years.
Right?
They've offered it to uh clients in two thousand eighteen.
This is nothing new.
Yes.
The Ironwood specs, you know, which I always take with a grain of salt with specs.
Even even in NVIDIA they talk about twenty five X improvement with Blackwell ones more like
Ironwood came out uh all the specs came out in April.
Yeah.
Like this is not all this stuff is isn't new.
Yeah.
And uh another thing I wanna say is TPUs, their chips, Morgan Stanley estimates there was a huge decline in TPU shipments in twenty twenty five.
And Google uh at Google Cloud, NVIDIA GPUs took more share than TPUs this year.
It's like no one talks about this, right?
Showing 1281–1300 of 1,575 · page 65 of 79
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