tae kim

@firstadopter on X

Writes about AI and Revenue. 73% of posts open with an observation. A typical post reaches 260 likes.

Remix their style

Posts: 15
Likes: 7.1K
Typical: 260
Best: 1.6K

What they write about

AI: 67%
Revenue: 40%

How they open

observation: 73%
announcement: 7%
direct address: 7%

Every post of theirs in the library

tae kim@firstadopter

The probability it cost DeepSeek $6 million of spending (R&D) to create their models is ZERO if you actually read the paper but go ahead with the sensationalist narratives

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tae kim@firstadopter

Only in America could an immigrant like Jensen Huang—who started by cleaning bathrooms, washing dishes and attending a state school—meet Curtis and Chris at Denny's, get VC funding and cofound the world's most consequential company Nvidia. Immigration is America's superpower.

Opens with an observation

tae kim@firstadopter

We're so back. CNBC: OpenAI CFO Sarah Friar "told staffers that annualized recurring revenue in July was higher than in the second quarter as a whole" t.co

Opens with an announcement

tae kim@firstadopter

Wat! "Our new compression algorithm that reduces LLM key-value cache memory by at least 6x and delivers up to 8x speedup, all with zero accuracy loss, redefining AI efficiency."

Opens with an observation

tae kim@firstadopter

On Bloomberg TV just now: SK Hynix chairman Chey Tae-won says customers asked for 5X-6X more capacity not 2X capacity that SK Hynix promised for next five years 5X-6X!

Opens with an observation

tae kim@firstadopter

Most important thing in Micron's press release. Bears RIP. $MU "We believe our multi-year Strategic Customer Agreements will significantly enhance the durability and predictability of Micron’s strong financial performance.”

Opens with an observation

tae kim@firstadopter

WAT “Anthropic is the fastest growing company of all time adding $4.5B run rate in 42 days after the $380B round.” “OpenRouter grew 2.5x in 1.5 months. On track to 1 quadrillion token annual run rate.”

Opens with an observation

tae kim@firstadopter

I can confirm CNBC's reporting. OpenAI's total ARR is up 35% quarter to date, B2B ARR is up more than 50% QTD, agentic weekly average users are up more than 3.5 times QTD and API tokens per minute are up 2 times QTD.

Opens with an observation

tae kim@firstadopter

You all know I was already insanely bullish on the Nvidia's NVL72 supercycle this year. These capex numbers from Google and Amazon BLOW AWAY even my most optimistic expectations for Nvidia's main end customer market.

Opens with direct address

tae kim@firstadopter

ALWAYS read the footnotes! "Does not include more than $25 billion of net new customer commitments added in early Q3" $CRWV

Opens with an observation

tae kim@firstadopter

Re: Reuters just now. Oh no! OpenAI is looking to use AI chips for 10% of its future inference compute needs on already publicized deals with AMD, Broadcom, Cerebras, and its own custom AI ASIC. I wonder which company is going to provide the other 90%?

Opens with an observation

tae kim@firstadopter

The probability U.S. AI leaders will reduce AI infrastructure build for training because of a distilled copycat DeepSeek model is negligible. Inference compute supply is a legitimate question in the short term but developers will fill the void. My DeepSeek take is live

Opens with an observation

tae kim@firstadopter

Did we really puke two days in a row over leaks that Meta has been bad at developing AI these last few months? Is this a surprise given that Anthropic and OpenAI have been jumping way ahead of Gemini and Meta in agentic? 🤦‍♂️

Opens with a question

tae kim@firstadopter

I’m not a rocket scientist but this is a bullish sign for GPU demand. Recent media coverage (sup The Information) saying AI demand is softening seems disconnected from reality. “if anyone has GPU capacity in 100k chunks we can get asap please call!”

Opens with an observation

tae kim@firstadopter

There are some investors who find this disappointing. But come on people, you can't extrapolate m/m growth acceleration to infinity. This is still INSANE growth. Bloomberg: "Anthropic Revenue Run Rate Surpasses $65 Billion Ahead of IPO"

Opens with an observation