RSI Is Closer Than People Think, Per Tae Kim

Episode notes

This is our full interview with Tae Kim. We discussed why the AI trade is being misunderstood, why Kimi and better open-weight models could increase compute demand instead of reducing it, Meta's AI spending, NVIDIA's open-weight strategy, the race toward RSI, why data center fears are overblown, AMD's expanding AI market forecast, the future of agentic AI, NVIDIA's CUDA moat, and much more. TBPN is made possible by: Ramp - Public - Cisco - Console - CrowdStrike - Figma - MongoDB - NYSE - Railway - Shopify - Codex -

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