Tae Kim
@firstadopter.bsky.social
Author of THE NVIDIA WAY. Priors: Barron's Senior Writer, Bloomberg Opinion tech columnist. Subscribe https://taekim.substack.com/
Pinned
Tae Kim
@firstadopter.bsky.social
· Dec 5
"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
[LOL. Dario just said Anthropic may be able to grow revenue 3X a year at a HUNDREDS OF BILLIONS OF DOLLARS runrate level]
Dario Amodei on @dwarkesh_sp
www.youtube.com/watch?v=n1E9...
Dario Amodei on @dwarkesh_sp
www.youtube.com/watch?v=n1E9...
Dario Amodei — “We are near the end of the exponential”
YouTube video by Dwarkesh Patel
www.youtube.com
February 13, 2026 at 11:25 PM
[LOL. Dario just said Anthropic may be able to grow revenue 3X a year at a HUNDREDS OF BILLIONS OF DOLLARS runrate level]
Dario Amodei on @dwarkesh_sp
www.youtube.com/watch?v=n1E9...
Dario Amodei on @dwarkesh_sp
www.youtube.com/watch?v=n1E9...
Recommending Vertiv in a December 2023 cover story remains one of my all-time great calls. The stock has more than quintupled since then.
"4Q25 Orders came in at about $8.4bn, +252% y/y and +117% q/q vs. expectations closer to ~$4bn." h/t @Shanu Mathew
"4Q25 Orders came in at about $8.4bn, +252% y/y and +117% q/q vs. expectations closer to ~$4bn." h/t @Shanu Mathew
February 11, 2026 at 12:01 PM
Recommending Vertiv in a December 2023 cover story remains one of my all-time great calls. The stock has more than quintupled since then.
"4Q25 Orders came in at about $8.4bn, +252% y/y and +117% q/q vs. expectations closer to ~$4bn." h/t @Shanu Mathew
"4Q25 Orders came in at about $8.4bn, +252% y/y and +117% q/q vs. expectations closer to ~$4bn." h/t @Shanu Mathew
The definitive list of the best newsletters on the internet. Congrats to all who made it.
February 10, 2026 at 10:01 PM
The definitive list of the best newsletters on the internet. Congrats to all who made it.
Amazon Web Services CEO Matt Garman said today there is so much demand they have NEVER retired an Nvidia A100 GPU. The A100 is nearly SIX YEARS OLD.
And you're still bearish?
And you're still bearish?
February 4, 2026 at 1:41 AM
Amazon Web Services CEO Matt Garman said today there is so much demand they have NEVER retired an Nvidia A100 GPU. The A100 is nearly SIX YEARS OLD.
And you're still bearish?
And you're still bearish?
Kevin Warsh on the importance of stable prices:
"Somehow, after the great inflation that served many of us well [wealthly owners of financial assets] and did great harm to our fellow citizens, barely a peep" from politicians.
"Somehow, after the great inflation that served many of us well [wealthly owners of financial assets] and did great harm to our fellow citizens, barely a peep" from politicians.
February 2, 2026 at 1:36 AM
Kevin Warsh on the importance of stable prices:
"Somehow, after the great inflation that served many of us well [wealthly owners of financial assets] and did great harm to our fellow citizens, barely a peep" from politicians.
"Somehow, after the great inflation that served many of us well [wealthly owners of financial assets] and did great harm to our fellow citizens, barely a peep" from politicians.
NVIDIA CEO Jensen Huang: "The entire supply chain is challenging this year because demand is so much more. The supply has been growing 100% every year, but supply's demand is going faster than that. And so, we're gonna have a very good year." #$NVDA
January 31, 2026 at 11:02 PM
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!
January 21, 2026 at 2:01 AM
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.
January 20, 2026 at 9:04 PM
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...
“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...
Davos LIVE: Canadian PM Mark Carney speaks at World Economic Forum
YouTube video by Associated Press
www.youtube.com
January 20, 2026 at 7:18 PM
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...
“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...
January 20, 2026 at 6:00 PM
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.
January 20, 2026 at 5:20 PM
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?...
The Nvidia Way: Jensen Huang and the Making of a Tech Giant with Tae Kim
YouTube video by The Korea Society
youtu.be
December 17, 2025 at 8:54 PM
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"
December 8, 2025 at 3:27 AM
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.
December 7, 2025 at 6:17 PM
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.
I’m confused though how @MKBHD and Jensen use Android as their primary phones.
December 7, 2025 at 12:19 AM
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.
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!
December 5, 2025 at 9:06 PM
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"
"AI server rack shipments continue to ramp up .. The visibility for the fourth quarter is better than last month"
December 5, 2025 at 4:22 PM
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"
"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
December 5, 2025 at 3:39 PM
"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...
AI is not a dot-com replay, says 'The Nvidia Way' author
YouTube video by CNBC International Live
www.youtube.com
December 4, 2025 at 8:05 PM
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"
December 4, 2025 at 12:17 PM
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
December 4, 2025 at 2:11 AM
"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
December 4, 2025 at 1:54 AM
"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
November 29, 2025 at 8:16 PM
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.
November 29, 2025 at 8:15 PM
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.
