Tae Kim
Senior writer at Barron's. Former Bloomberg Opinion tech columnist. Author of THE NVIDIA WAY, the first definitive history of Nvidia. Buy it here: amazon.com/Nvidia-Way-Jensen-H…
- Amazon Web Services CEO Matt Garman said today there is so much demand they have NEVER retired an Nvidia A100 GPU. The A100 is nearly SIX YEARS OLD. And you're still bearish?
- Kevin Warsh on the importance of stable prices: "Somehow, after the great inflation that served many of us well [wealthly owners of financial assets] and did great harm to our fellow citizens, barely a peep" from politicians.
- NVIDIA CEO Jensen Huang: "The entire supply chain is challenging this year because demand is so much more. The supply has been growing 100% every year, but supply's demand is going faster than that. And so, we're gonna have a very good year." $NVDA
- Wow. China is dumping insanely cheap bubble tea and flooding the U.S. with delicious, affordable ice cream now. The key stronghold Time Square has fallen. Our trade defenses are crumbling!
- Welp, at least on a day like today you can see what the podshops are long and short as they degross after the risk managers tap their shoulders.
- A Churchillian speech. “The middle powers must act together because if we’re not at the table, we’re on the menu” - Canadian Prime Minister Mark Carney www.youtube.com/watch?v=dE98...
- Christopher Hohn had a good year. www.barrons.com/articles/chr...
- Former CEO of Amazon Worldwide Consumer just vibecoded a custom CRM for his company over the weekend. Well, alrighty then.
- My @koreasociety talk on my book THE NVIDIA WAY is here: youtu.be/M2-HOntE_V4?...
- Former Google CEO Eric Schmidt on why AI is "not a bubble. If anything it is underhyped"
- Oh no. It has gotten so bad that even Paul Krugman is opining on GPUs and TPUs. No Paul, the G in GPUs isn't for general.
- I stay with iPhone because the messaging app just works and I’ve had transmission reliability problems with Android text messaging apps. I’m confused though how @MKBHD and Jensen use Android as their primary phones.
- Thanks to everyone who came to my book talk and signing at @koreasociety yesterday. I had a great time meeting you all. Video coming soon!
- Nvidia AI server maker Foxconn's monthly revenue growth accelerates. Foxconn cites AI server momentum. I've been pounding the table on the Nvidia NVL72 AI server supercycle. "AI server rack shipments continue to ramp up .. The visibility for the fourth quarter is better than last month"
- "Tae wrote The Nvidia Way and it is excellent." - Michael Burry, whose prescient bet against subprime mortgages was depicted in the film The Big Short
- I went on @CNBCi Squawk Box Asia earlier this week to talk about why AI adoption is accelerating, AI bubble fears, circularity worries and the incredible data center buildout. Thanks to @cherykang for having me on www.youtube.com/watch?v=nq9Q...
- Michael Burry just said my book THE NVIDIA WAY is "excellent"
- "The problem is this. We're at the beginning of this technology buildout. I'm improving the performance by a factor of 10 times each year, but demand is going up by a factor of 10,000, a million times each year. AI is getting more compute intensive, adoption is going way up." - Jensen Huang
- "The best of days are ahead of us. I don't have to work." "This is the one decade I will not miss" "I don't want to miss that. This is the best of times." - Jensen Huang at CSIS
- F1 was a pretty good movie. 8/10
- Sucker Punch is the best there is at game openings. They nailed the intro to Ghost of Yōtei with its epic and cinematic samurai and western vibes just like Tsushima. I can’t wait to play the rest of the game.
- New world!
- The market is incredibly myopic. Just wait until the frontier AI startups do real model training runs on the latest NVL72 supercluster datacenters that have going live in recent weeks. This isn’t rocket science. Use your brain and some critical thinking skills.
- This rules. You go Sling. Great for watching football games on Sunday.
- I walked into a FedEx to send out a book and a lady saw the cover and snickered, “Nvidia. Ha!” and walked out. What part of the cycle is this?
- Now that it’s obvious Call of Duty Black Ops 7 is a complete and utter disaster doing untold damage to the franchise, we can stand in awe of how Bobby Kotick perfectly timed the sale of Activision Blizzard right when the COD commercially peaked.
- Life hack. Find a restaurant with a Yelp rating of 4.5 or higher and at least 100 reviews. Then ask ChatGPT what are the best dishes at the restaurant. Guaranteed incredible dining experience!
- While we wait for the CoreWeave call, have you guys seen the Salaryman Tokyo YouTube channel and its critique of corporate drone capitalism working man culture. But then his channel got so popular he is now doing brand deals and hawking T-shirt merch. That made me laugh.
- We can't quickly end the shutdown because of shutdown-related flight delays? Are you kidding me? Axios: "Lawmakers are on a 36-hour notice to return, but [Speaker] Johnson on Monday morning urged his members to get back to DC as soon as possible, citing widespread flight delays."
- Destroying the U.S. economy, threatening family livelihoods, and endangering American lives. Washington D.C. do your job.
- Pluribus is the best TV I’ve seen in years. Incredible. Go watch it. The only bad part is we have to wait a week for each new episode.
- Houston, we have a problem
- You know what might help the economy? Ending the government shutdown and paying the millions of government and military families the salaries they are owed.
- The life of an 89-year old billionaire. Daily martinis and betting on NFL games (WSJ)
- Cost of living, affordability, and the economy are the main issues. Both parties are flawed. Real Solutions: Increase housing and electricity supply through deregulation (build more). Lower government budget deficits and reduce money printing (QE) to combat inflation.
- Greatest game software tie ratio of all time? INSANE Mario Kart World sells 9.6 million units Switch 2 console sells 10.4 million units
- Back to number 1
- Jon Bon Jovi www.ft.com/content/25f2...
- I JUST CAN'T WSJ: "Now, Jones says, it’s payday. “There’s $100 billion present value with gas out there,” the 83-year-old billionaire said in an interview. “That’s why I’m talking to you on the telephone rather than trying to fix our defense with the Dallas Cowboys.”
- NYTimes on Obamacare: "Insurers have increased rates significantly for next year — an average of about 30 percent for a typical plan in the 30 states where the federal government manages markets, and an average of 17 percent in states that run their own markets"
- 42 million Americans may go hungry as soon as this weekend. Donate to your local food bank and tell Congress to do their jobs and end the government shutdown.
- Why AI is Underhyped and Isn't a Bubble Yet
- This is a really cool game on sale right now. I recommend it.
- TD Cowen: "Based on our checks, 3Q25 would represent the largest inflection in demand we have seen since the inception of the data center industry .. a staggering ~7.4GW of U.S. data center capacity was leased by hyperscalers in 3Q25, which would be more capacity than was leased in all of 2024."
- "Battlefield 6 delivered a huge opening week across Europe, beating launch sales of Call of Duty: Black Ops 6 and EA Sports FC 26 (GSD data, combining physical + digital sales)." www.thegamebusiness.com/p/battlefiel...
- The Diplomat Season 3's first episode is good my friends!
