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
We're going to see insane amounts of free cash flow, the thing that people are worried about right now.
It takes time to build out these data centers and fabs, and you bet now to bring that in in a couple years.
And then we sort of like run out of money.
The pushback I have there is that's a static view, right?
If they don't grow revenue for the next three years, yes.
You can't do that.
But they're growing.
Azure is growing 40%.
Google Cloud is going 80%.
Amazon is growing double digits.
So if revenue is growing 40% to 80% this year or next year and the year after, that's more revenue you have.
That's more operating cash flow you have to invest, right?
So that's what people are missing.
And if this stuff, if the data centers you're building now, you're spending all this now, generates unbelievable free cash flow in 12 to 18 months because this agentic AI is actually aging and re-architecting all the workflows inside companies.
And you need to do the agentic AI coding agents to make your product better.
Because if you don't iterate 100 different iterations for your product in R&D,
If you don't do AI, just like AT&T is doing at the Gen Tech Advancing AI at AMD, he's talked about they're putting 100 Gen AI models into production.
They're burning a trillion tokens a month, and then that's growing double digit.
The reason why they're doing that is because by using a Gen Tech AI, you're providing a better customer service, you have a better product R&D, and you're helping your companies make better products and services.
And if you don't incorporate AI into your company,
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