Tae Kim
Technology journalist and author of The Nvidia Way, covering Nvidia, AI infrastructure, semiconductors, and the AI investment cycle; formerly a senior writer at Barron’s and a Bloomberg Opinion columnist.
Better AI Models Are Expanding, Not Reducing, Compute Demand
Tae Kim argues that the AI selloff rests on a static view of demand: investors assume more efficient models mean cheaper compute and, ultimately, excess data-center capacity. He contends that more capable reasoning, open-weight and agentic models instead make new workloads commercially viable, expanding total demand for compute, memory, networking and power even as the cost of individual tasks falls. Kim’s more speculative extension is that recursive self-improvement could add another major source of demand within months.
Big Tech Hiring Is Rotating Toward AI Infrastructure
Tae Kim argues that big technology companies are hiring again, but the rebound is concentrated in silicon, AI infrastructure and core engineering rather than the broad staffing expansion of the zero-rate era. He also sees HBO’s test of a vertical-video feed as an effort to bring discovery back into its own app, using clips from its catalog to move viewers directly into full episodes rather than leaving that attention to TikTok and YouTube. In both cases, Kim’s argument is that companies are rebuilding control over capabilities or audience paths that have become central to their strategy.
Google’s AI Assets Are Becoming a Product Coherence Problem
John Coogan and Jordi Hays read Google’s I/O as evidence that the company’s AI advantage is becoming a product-navigation problem: it has data, distribution, models and hardware partnerships, but its demos and product names left questions about coherence and pace. Across the source, that same pressure appears in more operational forms, as AI pushes companies to turn technical capability into usable workflows, secure software dependencies and faster product systems. Tae Kim’s Nvidia argument and the expected SpaceX IPO make the capital-market version of the question explicit: whether investors will keep paying for scarce infrastructure, extreme scale and growth curves that may take years to prove out.