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tae kim
@firstadopter
"Key Context" Substack covering AI and chips. Reached #1 new bestseller first 24 hrs
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"Be so good they can't ignore you"
Joined October 2008
- Marco should tell Trump that if Taiwan (chip wafers) or Korea (memory chips) go down, the U.S. and global economy will implode into a depression. So perhaps we should aim for maximum deterrence against our adversaries attacking those two countries. I can’t believe I even have toBREAKING - (Reuters) - Trump says he has instructed the Pentagon to substantially reduce joint military exercises with South Korea in a social media post that also mentions Seoul's refusal to take part in actions against Iran.
- Does anyone know who ends up holding the subprime loans that Carvana issues to its used car buyers?If you needed any more evidence of how in-demand Tesla vehicles are, Carvana is literally selling used Model 3s and Ys for over the sticker price at Tesla. Insane. They’re selling a base Model 3 RWD with 2.8K miles for nearly 14% over the price of a new one.. and it looks like
- Even Stripe realizes the future is AI. Bloomberg: "Stripe Inc. has finalized an agreement to acquire OpenRouter Inc., a startup that helps companies switch between artificial intelligence models, for more than $7 billion, according to people familiar with the matter. The deal,
- One of the biggest war debacles in American history, and given our past that’s saying a lot. If something happens in Asia over the next few years, we’re screwed because the war with Iran has depleted a lot of our weapons stockpiles. Let’s stop electing incompetent leaders from
