tae kim

@firstadopter

"Key Context" Substack covering AI and chips. Reached #1 new bestseller first 24 hrs Subscribe taekim.substack.com "Be so good they can't ignore you"

taekim.substack.com

Joined October 2008

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tae kim
@firstadopter
Jul 23
"Google’s strong cloud numbers belie a critical strategic mistake. It is mortgaging its future to goose current financials." "It inflates today’s numbers while eroding tomorrow’s moat. Boosting the stock price now is myopic, short-term thinking when doing so will enable frontier
tae kim
@firstadopter
Jul 21
Google Is a Secular Short taekim.substack.com/p/google-is-a-…
tae kim
@firstadopter
6h
Cerebras gonna Cerebras.
tae kim
@firstadopter
6h
Looks like I was right. Also, Google Cloud won. Insane. Just insane. Reuters: "By August, Google had delayed the new flagship version of Gemini by two months after internal testing showed its performance continued to lag behind rivals in areas such as coding" "Senior leaders in
Reuters
@Reuters
7h
EXCLUSIVE: Inside the Google executive moves that led to its big AI reshuffle reut.rs/4xIpKnX reut.rs/4xIpKnX
tae kim
@firstadopter
8h
YOU'RE NEVER GONNA BELIEVE WHAT HAPPENED NEXT!
tae kim
@firstadopter
14h
Nebius earnings (short sellers RIP): "Q2 group revenue of $582.3 million, was up 454% year-over-year." "New pricing initiatives in early Q3 — such as our first-ever auction and short-term capacity deals — are showing promise. We see a price opportunity in the $40-50 million
tae kim
@firstadopter
10h
Foxconn: "With Vera Rubin (VR) racks entering mass production in the third quarter, overall AI server rack revenue is expected to increase quarter-on-quarter, and shipments are projected to achieve high double-digit growth. For the full year this year, AI rack shipments are also