Appears On
Episode Appearances
TBPN · Jul 29, 2026
RSI Is Closer Than People Think, Per Tae Kim
“Present at Korea presidential Silicon Valley visit alongside Jensen Huang and Sam Altman, signaling AI chip demand.”
AI Sentiment and Market FUD AnalysisRecursive Self-Improvement (RSI) Timeline and Compute ImplicationsKimi Open-Source Model and Compute Demand
View AnalysisAI + a16z · Dec 30, 2025
Feed Drop from The Generalist: Why a16z's Martin Casado believes the AI boom still has years to run
AI boom timeline and market cyclesMarket-first investing approachAI coding and developer tools
View AnalysisThe a16z Show · Dec 30, 2025
Why a16z's Martin Casado Believes the AI Boom Still Has Years to Run
AI infrastructure investingMarket-first investing philosophyAI coding tools
View Analysis