Tae Kim

New world!

The market is incredibly myopic. Just wait until the frontier AI startups do real model training runs on the latest NVL72 supercluster datacenters that have going live in recent weeks. This isn’t rocket science. Use your brain and some critical thinking skills.

This rules. You go Sling. Great for watching football games on Sunday.

I walked into a FedEx to send out a book and a lady saw the cover and snickered, “Nvidia. Ha!” and walked out.

What part of the cycle is this?

Now that it’s obvious Call of Duty Black Ops 7 is a complete and utter disaster doing untold damage to the franchise, we can stand in awe of how Bobby Kotick perfectly timed the sale of Activision Blizzard right when the COD commercially peaked.​​​​​​​​​​​​​​​​

Life hack. Find a restaurant with a Yelp rating of 4.5 or higher and at least 100 reviews.

Then ask ChatGPT what are the best dishes at the restaurant.

Guaranteed incredible dining experience!​​​​​​​​​​​​​​​​

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."

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.​​​​​​​​​​​​​​​​

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.​​​​​​​​​​​​​​​​

The life of an 89-year old billionaire. Daily martinis and betting on NFL games (WSJ)

Probability of this happening? Near zero due to special interest campaign donors on both sides.​​​​​​​​​​​​​​​​

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.

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

Back to number 1

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.”

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.

I try to look out 6-12 months. Beyond that it gets too fuzzy

THE NVIDIA WAY is shortlisted for SABEW's 2025 Best in Business Book Awards.

I treated the "first draft of history" accuracy obligation seriously, corroborating major events with multiple sources and uncovering never-before-known facts.

Buy here: www.amazon.com/Nvidia-Way-J...

Why AI is Underhyped and Isn't a Bubble Yet

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."

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

"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!

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"

What's the most important U.S. company in American economic history?