This is our full interview with Tae Kim, recorded live on TBPN.
We discuss why he believes fears around Nvidia and AI infrastructure are overblown despite recent market pullbacks, unpack how exploding inference demand from coding agents and enterprise adoption is driving a sustained compute shortage that Nvidia is uniquely positioned to capture after locking up key supply, and debate what this next wave of AI means for everything from GPU scarcity and chip strategy to token demand, vertical agents, and whether the current boom is the early innings of a multi-year expansion or the setup for a future compute glut.
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