Tae Kim
@firstadopter.bsky.social
Senior writer at Barron's. Former Bloomberg Opinion tech columnist. Author of THE NVIDIA WAY, the first definitive history of Nvidia. Buy it here: https://www.amazon.com/Nvidia-Way-Jensen-Huang-Making/dp/1324086718/
Pinned
"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
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.
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.
November 21, 2025 at 10:45 PM
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.
November 20, 2025 at 11:37 AM
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?
What part of the cycle is this?
November 18, 2025 at 10:41 PM
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?
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.
November 17, 2025 at 2:03 AM
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!
Then ask ChatGPT what are the best dishes at the restaurant.
Guaranteed incredible dining experience!
November 15, 2025 at 9:51 PM
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!
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.
November 10, 2025 at 9:49 PM
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."
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."
November 10, 2025 at 8:43 PM
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."
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.
November 9, 2025 at 5:37 PM
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.
November 9, 2025 at 6:13 AM
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
November 8, 2025 at 2:52 PM
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.
November 7, 2025 at 3:56 PM
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)
November 5, 2025 at 1:20 PM
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.
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.
November 5, 2025 at 11:12 AM
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.
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
Mario Kart World sells 9.6 million units
Switch 2 console sells 10.4 million units
November 4, 2025 at 4:26 PM
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
Mario Kart World sells 9.6 million units
Switch 2 console sells 10.4 million units
