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Tae Kim

@firstadopter.bsky.social

4.4K followers 2.1K following 1.5K posts

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/

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Tae Kim @firstadopter.bsky.social · Sep 7

THE NVIDIA WAY reveals the exact playbook that built the world’s first $4 trillion company.

Buy it here: www.amazon.com/Nvidia-Way-J...

Tae Kim @firstadopter.bsky.social · 1d

"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...

Battlefield 6 launch sales bigger than Call of Duty: Black Ops 6 across Europe

Huge launch for EA’s shooter, with an opening week four times bigger than Battlefield 5

www.thegamebusiness.com

Tae Kim @firstadopter.bsky.social · 1d

The Diplomat Season 3's first episode is good my friends!

Tae Kim @firstadopter.bsky.social · 2d

TSMC CEO says AI demand is "stronger than" they thought three months ago. Given how strong it was three months ago, that's remarkable.

Then he literally says today the growth is "insane"

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Tae Kim @firstadopter.bsky.social · 3d

What's the most important U.S. company in American economic history?

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Tae Kim @firstadopter.bsky.social · 3d

Stock market lately:

It's so over. We're so back
It's so over. We're so back
It's so over. We're so back
It's so over. We're so back
It's so over. We're so back

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Tae Kim @firstadopter.bsky.social · 4d

Does the Fed look at financial conditions in speculative, no-earnings stocks? Why end QT and risk a blow-off scenario? I don’t understand.

Tae Kim @firstadopter.bsky.social · 4d

Local car service to the airport costs more than a 2,600-mile trip. Air travel (and commoditized airlines) are a modern wonder.

Tae Kim @firstadopter.bsky.social · 6d

The only AI bubble is in weekly AI bubble stories. A truly exponential growth curve.

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Tae Kim @firstadopter.bsky.social · 7d

I bought Battlefield 6 only on PlayStation this time. I’m too sick of fiddling around with PC settings and upgrading drivers, even though the graphics are far better on the 4090. I’d rather just relax and play.

Tae Kim @firstadopter.bsky.social · 9d

For the first time since launch, the iPhone 17 Pro (non-ugly-Deep Blue versions) is widely available in New York City area for two days in a row

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Tae Kim @firstadopter.bsky.social · 9d

But everyone told me old GPUs are worthless and depreciate rapidly? Weird.

NewStreet: "As of September 20, AWS’s P6 B200 capacity blocks were priced at $65.12 per hour per server (or $8.14/GPU) .. Yesterday, that increased to $74.88 per server per hour ($9.36 per GPU)."

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Tae Kim @firstadopter.bsky.social · 9d

The Yankees are wasting Judge’s prime just as the Cowboys are wasting Dak’s prime. Cool cool.

Tae Kim @firstadopter.bsky.social · 11d

Fox Business Liz Claman says according sources familiar with the situation The Information report on Oracle is “off base and does not reflect the actual financials of that business”

Tae Kim @firstadopter.bsky.social · 11d

Getting to meet the actual inventor of the internet tonight was pretty damn cool (note: not Al Gore)

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Tae Kim @firstadopter.bsky.social · 11d

Let me know.

Tae Kim @firstadopter.bsky.social · 12d

Pervasive skepticism from both high-brow billionaires & retail investors likely means there is considerable upside remaining.

When everyone is bullish, sentiment is widespread, and all players are on board, then watch out.

Note: AI infra stocks only. No idea on rest of market.

Tae Kim @firstadopter.bsky.social · 12d

"At the end of 2024, some 100,000 people were employed in the motion picture industry in Los Angeles County, according to the Bureau of Labor Statistics. Two years earlier, there were 142,000.

The primary reason is that Hollywood is making less stuff."

www.wsj.com/business/med...

L.A.’s Entertainment Economy Is Looking Like a Disaster Movie

Work is evaporating, businesses are closing, longtime residents are leaving, and Los Angeles’s creative middle class is hanging on by a thread.

www.wsj.com

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Tae Kim @firstadopter.bsky.social · 12d

Welp. At least SBMM is over for Call of Duty. 75% Open. Competition is good my friends.

Tae Kim @firstadopter.bsky.social · 15d

Insider Gaming: "On Steam, Call of Duty has produced a 24-hour peak of just under 75,000 users. By comparison, Battlefield 6’s peak at the same point during the early access beta window was around 335,000 users."

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Tae Kim @firstadopter.bsky.social · 15d

WSJ: "Roasted coffee prices at the grocery store are up 22% in the past year, more than any other item tracked by the government."

Tae Kim @firstadopter.bsky.social · 16d

Meta AI Vibes is like a Commodore 64 in AI video generation technology versus OpenAI Sora's GeForce 256

Tae Kim @firstadopter.bsky.social · 17d

Sora 2 putting words in my mouth. If I create my own deep fake, is it a deep fake?

Prompt: Show @firstadopter explaining why Nvidia has market leadership with its AI GPUs

Tae Kim @firstadopter.bsky.social · 17d

Images of Pikachu and Sam are getting seared into my brain. #Sora2

Tae Kim @firstadopter.bsky.social · 17d

Everyone is whining about AI slop, but I just watched James Gunn’s Superman movie and it was much worse. Terrible. 0/10

Tae Kim @firstadopter.bsky.social · 17d

I predict OpenAI is going to have to limit Sora invite growth soon. It's only a matter of time before it soaks up all the GPU capacity in the world.