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.

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recordings per month · last 12 months
2 · Jul OctJan 26AprJulnow

Recordings per month over the last 12 months — 6 in all, peaking in Jul 2026 with 2.

Appearances

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And now everyone's going Ironwood is gonna take over the world and NVIDIA's in trouble.
Is
Well, but I mean it's si
Yes.
And ChatGPT, um Microsoft, the head of Microsoft AI Cloud Nates Gagura three, that open eye is training um their next models on the G B three hundred MDL seventy two bucket uh that what just went live in October.
Uh actually earlier today the NVIDIA CFO said it's gonna take six months, so I was a little disappointed in that.
With six months for the
Yeah.
Well she said the first models on Blackwell like on these big superclusters are gonna take six months.
So it's delay the
AI is gonna get there.
The the Claude and Gemini benchmark gains with uh pre-training, yep, that's the most bullish thing for the whole AI industry.
Right?
Of course.
AI AI adoption is the scaling laws are intact, everything's gonna work out, and open AI is gonna get there when they uh build their next training uh run on the next model.
So so going back to TPUs, uh thank
Goodness, a shout out to semi-analysis.
They do the best channel work in the industry.
Everyone freaked out on Friday, right?
They read that semi-analysis.
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