tae kim

@firstadopter

"Key Context" Substack covering AI & chips. Reached #1 new bestseller first 24 hrs Subscribe taekim.substack.com Tell the truth. Be accurate. Be right

taekim.substack.com

Joined October 2008

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108.1K Followers

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tae kim
@firstadopter
Aug 14
My Substack's stock ideas performance since inception. Thanks to @marketstackfeed for independent third-party verification
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tae kim
@firstadopter
24m
The bid just moved. HIT THE BID TRUMP
First Squawk
@FirstSquawk
25m
IRAN IS OPEN TO A SHORTER US PROPOSAL TIMELINE IF CONDITIONS ARE MET - STATE TV
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tae kim
@firstadopter
41m
If true, MAJOR implications for the AI model race. Yikes.
Cohere
@cohere
3h
While evaluating Qwen3.8-Flash-Next in a controlled sandbox environment, Cohere's research team observed something unexpected. Asked to generate a defensive cybersecurity detection rule, the model instead inventoried aspects of the machine it was running on and attempted to
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tae kim
@firstadopter
43m
Thanks, Chris! I think this is the FIRST time I've ever been quoted in print for my Key Context Substack. Read @stokel's article. It's great. The piece captures a lot of my current thinking including calling out the misleading negative Apollo guy (Strangely, Apollo just did a
Chris Stokel-Walker
@stokel
1h
Replying to @stokel
Thanks to @firstadopter and @GaryMarcus for their views fastcompany.com/91629897/anthr…
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tae kim
@firstadopter
59m
Anthropic: 8 Most Interesting Things in Its S-1 IPO Filing
Anthropic: 8 Most Interesting Things in Its S-1 IPO Filing
From taekim.substack.com
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