Bill Tai

@KiteVC

🏄VC: 23 IPOs🤠 @Zoom 's 1st seed; Formative catalyst @BitfuryGroup @Canva; seed @Color @Tweetdeck;🌱 Founding Chair @Hut8corp @IPInfusion @TreasureData

United States

about.me/billtai

Joined March 2007

Bill Tai
@KiteVC
9h
From @semivision_tw research. Presented by @MicronTech at @hotchipsorg The “memory wall” is getting steeper. Sure, any industry that’s big CapX in massive chunks, selling standard products in high volume, will have some cyclically. But the complexity in manufacturing
Bill Tai
@KiteVC
Aug 25
@TrustedRouter is stepping it UP! @axios @MadisonMills22
Routing is coming for the frontier AI labs
From axios.com
Bill Tai
@KiteVC
Aug 24
Legend. With vision, and GRIT.
Invest Like the Best
@InvestLikeBest
Aug 23
The founder of TSMC got no equity in the company. He was 56 years old. He's worth ~$10B today from buying TSMC stock with his own money. Ben Thompson called him "a one of one" who belongs on the Mount Rushmore of the greatest tech executives of all time. This is his story.
Bill Tai
@KiteVC
Aug 24
Significant!
Ammanichanda
@Arkasiraee
Aug 23
This is the most powerful single gas turbine engine ever built for electricity generation. Siemens Energy's SGT5-9000HL weighs nearly 500 tonnes, spins at 3,000+ rpm and can produce 593 MW from a single machine. Its exhaust leaves at around 670°C. Instead of wasting that
Bill Tai
@KiteVC
Aug 24
@Am_Transmission is catalyzing a moment to greatly improve the regulatory process by which this nation brings new energy to the grid, and how we handle interconnection to the grid. They deserve a follow!
The Kobeissi Letter
@KobeissiLetter
Aug 23
We don't have enough power. AI chip-driven electricity demand is projected to surge to a record ~315 gigawatts globally by 2033. That would represent an increase of more than +1,100% since 2025. The US is expected to account for ~64% of this new AI electricity demand, or ~200