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
Yes.
Then they actually read the article like halfway down the article.
It's like a 15-year lease, and it's only $50 billion if they renew the lease after 15 years.
So it's like over 30 years if they renew it.
Then if you think about that, you're like, wait a minute, $50 billion divided by 30 if they renew it.
Okay, yeah.
they are going to have some like what do you expect them so my point is this is a billion you know whatever a billion or two billion dollars a year right it's a non-story but it's a it's a big headline sensational headline on the home page yeah and also it's not like you're taking a two billion dollar loss every year it's yeah you are the tenant and then you are also renting that out so hopefully you're making profit
It's a rounding error.
It's like they're doing 320 billion run rate a year now.
That's going to go to 400, 500 billion next year.
We're talking about something that might be a billion.
This is not a story, but this is how people run with the sensationalized headlines and people panic and freak out.
I think they just wanted to say the biggest number.
uh that's exactly the point and we're going to see what happens with this wall street journal article um both open ai and nvidia are not commenting so far uh we'll see but take us through the room wait rumor well it's not rumor it's the wall street journal and other people reporting that yeah nvidia is in talks with open ai it's a backstop soft bank
up to $250 billion.
We don't know the details and I don't want to speculate and comment, but let's actually see the details before we... I think the market had a really big negative reaction yesterday to this story because everyone, I mean, Jim Cramer was telling his audience, like, sell everything at the open today because...
AI and data centers, dot com.
You know, it was insane.
It's just let's see the actual deal and the metrics and the numbers before we panic and freak out.
I just see the fundamentals.
Showing 161–180 of 1,575 · page 9 of 79
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