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"

  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

    Here's the GPT-6 Astra ad video. OpenAI has a very good ad agency

    tae kim @firstadopter ·
    视频封面
  5. #5

    GPT-6 is here! “For me personally, I do think we’re there [GPT-6 is AGI]” – Greg Brockman OpenAI: “The world’s best computer use model” “Astra also saturates ARC-AGI-3 with a 99.9…

    tae kim @firstadopter ·
    GPT-6 is here! “For me personally, I do think we’re there [GPT-6 is AGI]” – Gre… GPT-6 is here! “For me personally, I do think we’re there [GPT-6 is AGI]” – Gre…
  6. #6

    NEED MORE COMPUTE

    tae kim @firstadopter ·
    NEED MORE COMPUTE
  7. #7

    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…