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
Verizon, your other company, is going to incorporate AI and then disrupt you, and then you lose all your revenue.
So everyone's worried about ROI.
ROI is important, but you also need return on revenue because if you don't use AI, your rival is going to use AI to beat you in the market.
Let me give you some context here.
So the total market size in terms of IT and knowledge management in corporations, it's about $6 trillion, right?
A year.
The two main frontier AI model companies, OpenAI and Anthropic, I'm going to say, I think this is roughly accurate, are doing $120 billion combined in ARR.
Yeah.
Why can't that go to 200, 300, 400 billion in the next year or two?
They're growing at exponential rates.
We're taking off.
If the market is $6 trillion, why can't they grow to 200, 300, 400 billion in the next couple of years?
Just do a little logic and rational deduction.
This is definitely possible and it's happening right now and it's accelerating and people aren't
They're just taking these big headlines where we had this $50 billion for Financial Times, and we find out it's over 30 years.
It's on the homepage.
So the Financial Times put on their homepage today that Nvidia is going to backstop a lease for a data center in Texas for $50 billion.
And I saw that.
I was like, oh, my gosh.
Oh, that doesn't sound good.
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