“Apple's the one, which is kind of strange, because they're the one that would most benefit from open source, open weight models being, you know, more available, I would think, but I don't know what Apple.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Tae Kim
PredictionNot checkable as stated
Kim: AI Recursive Self-Improvement Could Arrive Within Nine Months, Massively Draining Compute
“RSI, I think, is a lot closer than people think. And if RSI actually happens in the next three, six, nine months, That's gonna soak up insane amount of compute.”
Tae KimJul 29, 2026▶ 12:26RSI Is Closer Than People Think, Per Tae Kim
Opinion
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“I think it's been very impressive what they've been, they've basically united the entire tech industry against Anthropic in the last, like, three, four days.”
Tae KimJul 29, 2026▶ 7:42RSI Is Closer Than People Think, Per Tae Kim
PredictionNot checkable as stated
Kim: $200B in Current Hyperscaler AI CapEx Will Generate Massive Free Cash Flow
“So that's why you're investing two hundred billion dollars now, and in a year or two, we're gonna see insane amounts of free cash flow.”
Tae KimJul 29, 2026▶ 16:12RSI Is Closer Than People Think, Per Tae Kim
PredictionNot checkable as stated
Tae Kim: Agentic AI growth in next 6-9 months will exceed expectations
“Right now Agentsic AI is taking off, and the next six, nine months are going to be bigger than anyone believes”
Tae KimJul 29, 2026▶ 11:32RSI Is Closer Than People Think, Per Tae Kim
PredictionOpen · timeframe Mar 2029
Kim: Nvidia's US-China regulatory approvals will drive billions in H200 orders
“And one thing that kind of went under the radar, Jensen literally said at GTC they got license approvals on both the U.S. And China side, so we're gonna see billions of dollars of H 200 orders.”
Tae KimMar 30, 2026▶ 10:08FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
PredictionNot checkable as stated
Kim: The rise of AI agents will drive massive server CPU demand
“AI agents need more CPUs. The ARM CEO talked about four times more CPU quarter cores versus last year's kind of AI infrastructure model. So we're gonna see this massive Demand for CPUs that people aren't really understanding it. Because AI agents, the whole th…”
Tae KimMar 30, 2026▶ 14:51FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
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