tae kim
@firstadopter
"Key Context" Substack covering AI and chips. Reached #1# new bestseller first 24 hrs
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"Be so good they can't ignore you"
加入 October 2008
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The funniest thing is @michaeljburry himself is LONG AI WINNER Microsoft! 🤣
AI bears, ignore Microsoft’s and Amazon’s best earnings reports in FOUR YEARS at your peril.
AI compute demand and revenue growth are ACCELERATING. Hold on to your hats.
There’s something happening here. What it is, is exactly clear.
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