tae kim

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tae kim

@firstadopter

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

Katılım Ekim 2008
10.1K Takip Edilen97.1K Takipçiler
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tae kim
tae kim@firstadopter·
My Substack's stock ideas since inception have been like Shohei Ohtani going 13-for-14 with 3 grand slam homeruns. It won't last, but it's been fun so far! Ken Griffin says the best stock pickers are right just 54% of the time. $NVDA
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tae kim@firstadopter·
AI stocks fundamentals are getting much better, not worse. The primary reason stocks aren't doing well is the Iran war is getting worse. An open Strait of Hormuz is critical for AI chip makers in Asia. Once we get visibility on the war ending (who knows the timing with Trump), AI stocks will ramp. What the SK Hynix/SK chair said recently: Chairman Choi met with reporters at the KCCI Jeju Forum on the 15th and said, “Demand for AI semiconductors is expected to increase by at least 60 to 100 percent next year compared to this year.” He explained, “Even looking at overall memory semiconductors, we must expect an increase of at least 50 to 60 percent.” “Since no company is increasing its supply by almost nothing next year, the gap between supply and demand is bound to widen even further” "We are trying to maximize supply, but the pace of demand growth is much faster," Chairman Choi said. "I am worried that prices might rise rather than fall."
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tae kim
tae kim@firstadopter·
To argue that Yang Zhilin went back to China because it was easier to start an AI company and raise funds there is ludicrous. You think American VCs wouldn’t fund a superstar AI researcher with a PhD from Carnegie Mellon and a degree from Tsinghua? Look at his rockstar background below. Let’s take away all immigration friction pretense. Why not do everything we can to make it easier and retain superstar talent? Staple green cards to the top 10 AI computer science PhD degrees NOW. Carnegie Mellon, MIT, Stanford, Berkeley, etc. It would be a massive success. The USA can run the table on global AI talent. We just need to use our brains.
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Max For AI@MaxForAI

K3发布后,很多美国科技圈的人都在问,为什么 @Kimi_Moonshot 创始人杨植麟在美国完成学业后却没有留在美国? 答案可能有些反常识:不是他不想在美国,而是美国留不住他。 以杨植麟当时的履历,如果留在美国,他大概率会进入苹果、Google、Meta这样的公司,成为一名顶级科学家。 拿高薪、发论文、训练模型,在一个成熟的研究体系里不断向上走。 但他很难做出Kimi这样的模型。 他自己也在早期的访谈里表示过,在大厂里,科学家可以决定一项技术怎么做,却很难决定公司把多少算力、资金和人才押在这项技术上。 研究、产品和商业被切割在不同部门,个人能力再强,也只是庞大机器中的一个环节。 另一个重要的原因是如果当时留在美国创业,他同样未必能融到后来月之暗面获得的资金。 一个刚毕业、没有美国本土创业网络的中国研究者,很难让资本迅速把巨额资金和算力资源押在自己身上。 美国的钱更多,但有资格拿到这些钱的人,并没有想象中那么多。 回到中国后,情况反而不同。 杨植麟既有CMU和顶级AI研究的背景,又熟悉中国的人才、资本和市场。 他在这里不是大厂体系里的一名科学家,而是少数能够同时连接技术、融资、算力、团队和产品的人。 所以他不是因为H-1B、移民政策或者找不到工作才离开美国。 他完全可以留下,只是不愿意把自己最好的十年,变成一家大厂履历中的几行字。 如果杨植麟留在美国,世界上可能会多一位在硅谷大厂的AI科学家。 他选择回到中国,才有了月之暗面和Kimi。 当然,如果他留在美国很大可能会成为ICE(现在叫NICE)的目标,或者受到一些不该有的歧视。

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tae kim
tae kim@firstadopter·
All soccer games should be this open ended fun
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tae kim
tae kim@firstadopter·
Ok. This sensational World Cup did it. I’m going to watch more soccer. I need a team to root for in the Premier League and one in MLS (tristate/NYC area). Give me some options. Teams I root for usually win, fwiw.
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tae kim
tae kim@firstadopter·
I’m beginning to think England should have played more offensively minded after they went up 1-0 against Argentina.
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tae kim
tae kim@firstadopter·
External SSD prices are hilarious
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tae kim@firstadopter·
Live shot of American startups waiting to download Kimi K3 open weights on July 27, 2026.
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tae kim
tae kim@firstadopter·
USA is run by a bunch of myopic xenophobic idiots "I’ve always loved the American spirit. I truly believe my abilities could have a bigger impact there. But honestly, the whole process has been incredibly frustrating. All of this makes me wonder whether I should just give up."
JUNDE WU@JundeMorsenWu

I’m an AI PhD at Oxford wanted to move to the US for years, but it never worked out. Maybe I can share why. To me, it feels like the US is making it harder and harder for Chinese talent to come or stay. First, Trump signed PP10043, which meant I couldn’t go to the US for any graduate school. That’s why I had to turn down my Stanford offer and come to Oxford. Later, I qualified for an EB-1A (the extraordinary ability green card). But because I was born in China, I’m stuck in a country-specific backlog that could take another 4–5 years. Meanwhile, on the other side, I’m getting 3–4 emails from China almost every week. They offer high salaries, free housing, generous research funding, and even offered an astonishing amount of money just for me to come back and have a conversation. I’ve always loved the American spirit. I truly believe my abilities could have a bigger impact there. But honestly, the whole process has been incredibly frustrating. All of this makes me wonder whether I should just give up. Why am I spending so much energy trying to go to a country that doesn’t seem to want me, when another country is doing everything it can to bring me back?

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tae kim
tae kim@firstadopter·
Moonshot Kimi's prior models K2.0/K2.5 was trained on Nvidia H800 GPUs
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