tae kim

@firstadopter

"Key Context" Substack covering AI and chips. Reached #1 new bestseller first 24 hrs Subscribe https://t.co/3N2fHOXQfL "Be so good they can't ignore you"

已收录 6 条帖子
  1. #1

    Nvidia AI server maker. Giddyap Foxconn (9/5/2026): "In the third quarter, as Al demand continues to grow, and ICT products also enter the peak season of the second half of the ye…

    tae kim @firstadopter ·
    Nvidia AI server maker. Giddyap Foxconn (9/5/2026): "In the third quarter, as A…
  2. #2

    idyllic

    tae kim @firstadopter ·
    idyllic idyllic
  3. #3

    Now witness the firepower of this fully armed and operational battle station

    tae kim @firstadopter ·
    Now witness the firepower of this fully armed and operational battle station
  4. #4

    Half my feed right now is people gushing over GPT-6 Astra’s capabilities and the intelligence of its output. The two top AI frontier labs OpenAI and Anthropic are way way ahead. I…

    tae kim @firstadopter ·
  5. #5

    ANTHROPIC S-1 NEXT WEEK?!! FT: "The AI lab behind the Claude chatbot is expected to publicly file its IPO prospectus as soon as next week" "Anthropic is close to awarding Morgan S…

    tae kim @firstadopter ·
  6. #6

    My Substack's stock ideas performance since inception. Thanks to @marketstackfeed for independent third-party verification

    tae kim @firstadopter ·
    My Substack's stock ideas performance since inception. Thanks to @marketstackfe…