tae kim
@firstadopter
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Senior writer at Barron's. Former Bloomberg Opinion tech columnist. Author of THE NVIDIA WAY, the first definitive history of Nvidia. Buy it here:
Joined October 2008
"Tae wrote The Nvidia Way and it is excellent." - Michael Burry, whose prescient bet against subprime mortgages was depicted in the film The Big Short
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I stay with iPhone because the messaging app just works and I’ve had transmission reliability problems with Android text messaging apps. I’m confused though how @MKBHD and Jensen use Android as their primary phones.
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What is happening at Apple?
In another new development, Apple senior displays executive - in charge of optics in the Vision Pro and other screen technologies - Cheng Chen is being hired by OpenAI’s hardware division.
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Instead of spending nearly $100 billion a year on stock buybacks, maybe Apple should pay more to retain its top talent.
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Yikes.
BREAKING: Apple’s chip chief Johny Srouji informed CEO Tim Cook he is seriously considering leaving the company and would likely continue his career elsewhere rather than retire. Apple is urgently pushing to keep him. He remains at least for now.
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@neilcybart I can confirm Jensen reads and replies to an insane amount of emails daily all day, night and weekend long from dozens of sources. He manages the company by email. He also works 365 days a year, including on family vacations and Christmas. Several multi-sourced stories to these
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Neil hasn't read THE NVIDIA WAY
Jensen Huang told Joe Rogan that he reads several thousand emails in the morning. Every day. Including holidays. He framed the behavior as an example of why NVIDIA has a certain corporate culture. I have some thoughts about this. Do the math and you would need to read an
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What a whirlwind of a vacation week: -Went on @cnbc to talk GPUs vs. TPUs https://t.co/nXBCmH21kw -Went on @tbpn to talk about the Nvidia NVL72 supercycle https://t.co/qABrtcGbwl -Went on @CNBCi Squawk Box Asia to talk about AI bubble fears https://t.co/VUQpbtOjYK -Michael
Thanks to everyone who came to my book talk and signing at @koreasociety yesterday. I had a great time meeting you all. Video coming soon!
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Thanks to everyone who came to my book talk and signing at @koreasociety yesterday. I had a great time meeting you all. Video coming soon!
Join us for a fascinating conversation with Tae Kim (@firstadopter), author of The Nvidia Way: Jensen Huang and the Making of a Tech Giant 📖🦾 📆 Thurs, Dec 4, 2025 | 6:30 PM (EST) 📍 350 Madison Ave, New York, NY 10017 🔗 Join in person or livestream: https://t.co/inSbg8Xa5F
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This is a great passage from Owen Mahoney. The eventual success of everything in gaming (and in business, tech, and media) comes down to the quality and ambition of the people involved - not the logos or roles on a resume: “The examples that you just gave were, ‘we bought this
“I believe that the industry will probably triple in the next five to seven years” https://t.co/wsYUHQLmf8
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Thank you @pcgamer "I thoroughly recommend that you grab a copy of The Nvidia Way: Jensen Huang and the making of a tech giant, by Tae Kim, as it's richly detailed and goes into great depth about how Nvidia did more than just gain inspiration from Sega."
During Nvidia's formative years, its CEO reckons it 'had a mission statement for a company that has no chance of success' but it was fine because Sega's CEO thought 'Jensen was a young man he liked'
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Nvidia AI server maker Foxconn's monthly revenue growth accelerates. Foxconn cites AI server momentum. I've been pounding the table on the Nvidia NVL72 AI server supercycle. It's happening. "AI server rack shipments continue to ramp up .. The visibility for the fourth quarter is
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In any sane world, there is no way a Netflix–Warner Bros. deal should pass antitrust review. I’m generally fine with corporate M&A, but the number one player acquiring a major rival with unique assets? Any other large technology company, including Apple or Amazon, buying WBD
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I don’t think most people realize that the most important feature of a CPU or GPU chip is that it just works.
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I went on @CNBCi Squawk Box Asia earlier this week to talk about why AI adoption is accelerating, AI bubble fears, circularity worries and the incredible data center buildout. Thanks to @cherykang for having me on
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Michael Burry just said my book THE NVIDIA WAY is "excellent"
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Fascinating how Michael Burry had a very negative fundamental take on Google/Alphabet today and not one media outlet wrote it up, but the same media goes into a frenzy with false and misleading 13F reporting when it involves Nvidia.
Media every freaking time. Spoiler: He did not 🤦♂️ Puts aren't the same as notional Puts aren't the same as notional Puts aren't the same as notional
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There's an outlet that has repeatedly written "Nvidia is doomed" takes as its revenue has gone up 10x over the last two years and its stock price has quadrupled. They haven't stopped. Now Jensen said today that AI demand is going up 10,000X. There is always something the
"The problem is this. We're at the beginning of this technology buildout. I'm improving the performance by a factor of 10 times each year, but demand is going up by a factor of 10,000, a million times each year. AI is getting more compute intensive, adoption is going way up." -
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"The problem is this. We're at the beginning of this technology buildout. I'm improving the performance by a factor of 10 times each year, but demand is going up by a factor of 10,000, a million times each year. AI is getting more compute intensive, adoption is going way up." -
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