Guest

Tae Kim

Organizations

Barron'ssenior writer, journalist Key Contextfounder

Interviews

Tae Kim: NVIDIA's inference wave is just beginning — Groq acquisition, TSMC wafer wars, and the coming CPU shortage

Tae Kim on Nvidia's culture, the TPU threat, and why Blackwell demand is 'bonkers'

Mentions

Tae Kim argues AI is underhyped; hosts debate dot-com bubble parallels and console war end