Best-in-class insights and analysis from THE NVIDIA WAY book author Tae Kim
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 65 | Founded | 7 years ago | Last Issue | 3 days ago |
| Active | |||||
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taekim.substack.comLatest Issues
My Fox Business Interview
Thanks to Charles Payne for inviting me on to discuss why Google is a secular short, Nvidia, OpenAI/Anthropic, Kimi K3, and chip stock geopolitics. It was a ton of fun. Enjoy!
Google Is a Secular Short
The smartest investors in the world are piling into Google parent Alphabet's stock. They may be wrong.
The smartest investors in the world are piling into Google parent Alphabet’s stock.
China's Kimi K3 AI Model May Trigger a DeepSeek Moment. Expect a Lot of FUD.
I expect Kimi K3 to spur much discussion about the AI model race between the U.S. and China.
It looks like China just made a major advance in the AI model space.
An Interview with ModRetro CEO Torin Herndon: Future of Gaming and Consumer Electronics
Gaming is at a crossroads.
Modern gaming is a frustrating experience. Sometimes it feels like I spend more time waiting for updates than actually playing. We fiddle with drivers, wait for shaders to recompile, and sit through patch after p...
Why the AI Trade Is Unstoppable
The latest 7 positive data points and why I believe the skeptics are misunderstanding reality.
The bears are talking again about the unsustainability of the AI infrastructure trade. Like the last dozen times over the past three years, they...
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Best-in-class insights and analysis from THE NVIDIA WAY book author Tae Kim. "Key Context" Substack, covering Nvidia, AI and tech. Priors: Barron's, Bloomberg Opinion.
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