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 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...
Buy it here: www.amazon.com/Nvidia-Way-J...
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
Jon Bon Jovi www.ft.com/content/25f2...
October 31, 2025 at 8:37 PM
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.”
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.”
October 29, 2025 at 7:54 PM
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.”
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"
October 29, 2025 at 6:20 PM
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.
October 27, 2025 at 9:51 PM
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
October 26, 2025 at 5:51 PM
Why AI is Underhyped and Isn't a Bubble Yet
This is a really cool game on sale right now. I recommend it.
October 26, 2025 at 4:55 PM
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."
October 20, 2025 at 1:58 PM
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...
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
October 17, 2025 at 5:41 PM
"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!
October 17, 2025 at 12:40 PM
The Diplomat Season 3's first episode is good my friends!
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"
Then he literally says today the growth is "insane"
October 16, 2025 at 1:25 PM
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"
Then he literally says today the growth is "insane"
What's the most important U.S. company in American economic history?
October 15, 2025 at 6:17 PM
What's the most important U.S. company in American economic history?
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
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
October 15, 2025 at 1:54 PM
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
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
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.
October 14, 2025 at 4:31 PM
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.
Local car service to the airport costs more than a 2,600-mile trip. Air travel (and commoditized airlines) are a modern wonder.
October 14, 2025 at 1:54 PM
Local car service to the airport costs more than a 2,600-mile trip. Air travel (and commoditized airlines) are a modern wonder.
The only AI bubble is in weekly AI bubble stories. A truly exponential growth curve.
October 12, 2025 at 3:11 PM
The only AI bubble is in weekly AI bubble stories. A truly exponential growth curve.