Best-in-class insights and analysis from THE NVIDIA WAY book author Tae Kim
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 79 | Founded | 7 years ago | Last Issue | 7 days ago |
| Active | |||||
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taekim.substack.comLatest Issues
Meta’s Muse Is No Sure Thing
Excitement over Meta's AI agent sparked a big rally, but it might not last.
Meta is basking in the glow of its new AI agent app Muse.
Bitcoin Is in Trouble
Don't ignore the Clarity Act news or the Fed's rate hike pivot.
This has been a bad week for the crypto industry and I think it is going to get worse.
Jensen Huang on the 'Irresponsible' AI Doomers, RSI, and Dario's Essay
Nvidia CEO Jensen Huang was interviewed on Monday at the All-In Summit 2026. You can watch the full video here.
Huang was asked about Jacob Coxon’s whistleblower posts and Anthropic CEO Dario Amodei’s “We Must Pace the Fronter” essay. The...
GPT-6 Astra and the Fourth Exponential
A reminder that I’m on vacation this week, but the flood of impressions people have posted online over the past few days as they gained access to OpenAI’s GPT-6 Astra, seems like an important moment to briefly cover.
GPT-6 is likely to go...
Hot Chips: Google 8th Generation TPU Presentation
Note: I’ll be taking my first vacation of the year next Labor Day week, September 7 to 11. -Tae
Presenters: Norman Jouppi and Sridhar Lakshmanamurthy at Hot Chips conference on Tuesday, August 25, 2026.
Here are the most important distill...
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Best-in-class insights and analysis from THE NVIDIA WAY book author Tae Kim. "Key Context" Substack, covering AI, semiconductors and tech. Priors: Barron's, Bloomberg Opinion.
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