Every post of theirs in the library
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tae kim
Writes about AI and Revenue. 73% of posts open with an observation. A typical post reaches 260 likes.
- Posts
- 15
- Likes
- 7.1K
- Typical
- 260
- Best
- 1.6K
What they write about
How they open
Every post of theirs in the library
| Post | Topic | Likes | Replies | Reposts | Score | Posted | Actions |
|---|---|---|---|---|---|---|---|
| @firstadopterThe probability it cost DeepSeek $6 million of spending (R&D) to create their models is ZE… | AI | 1.6K | 79 | — | 45 | ||
| @firstadopterOnly in America could an immigrant like Jensen Huang—who started by cleaning bathrooms, wa… | Founder | 1.6K | 68 | — | 45 | ||
| @firstadopterWe're so back. CNBC: OpenAI CFO Sarah Friar "told staffers that annualized recurring reven… | AI | 611 | 34 | — | 41 | ||
| @firstadopterWat! "Our new compression algorithm that reduces LLM key-value cache memory by at least 6x… | AI | 517 | 23 | — | 39 | ||
| @firstadopterOn Bloomberg TV just now: SK Hynix chairman Chey Tae-won says customers asked for 5X-6X mo… | Revenue | 434 | 18 | — | 38 | ||
| @firstadopterMost important thing in Micron's press release. Bears RIP. $MU "We believe our multi-year … | Revenue | 406 | 11 | — | 37 | ||
| @firstadopterWAT “Anthropic is the fastest growing company of all time adding $4.5B run rate in 42 days… | AI | 301 | 10 | — | 34 | ||
| @firstadopterI can confirm CNBC's reporting. OpenAI's total ARR is up 35% quarter to date, B2B ARR is u… | SaaS | 260 | 17 | — | 37 | ||
| @firstadopterYou all know I was already insanely bullish on the Nvidia's NVL72 supercycle this year. Th… | Revenue | 219 | 19 | — | 33 | ||
| @firstadopterALWAYS read the footnotes! "Does not include more than $25 billion of net new customer com… | Revenue | 217 | 11 | — | 35 | ||
| @firstadopterRe: Reuters just now. Oh no! OpenAI is looking to use AI chips for 10% of its future infer… | AI | 209 | 16 | — | 32 | ||
| @firstadopterThe probability U.S. AI leaders will reduce AI infrastructure build for training because o… | AI | 208 | 20 | — | 30 | ||
| @firstadopterDid we really puke two days in a row over leaks that Meta has been bad at developing AI th… | AI | 186 | 19 | — | 32 | ||
| @firstadopterI’m not a rocket scientist but this is a bullish sign for GPU demand. Recent media coverag… | AI | 180 | 19 | — | 29 | ||
| @firstadopterThere are some investors who find this disappointing. But come on people, you can't extrap… | Growth | 171 | 12 | — | 33 |