Person
Tae Kim is named in 6 Parts of The Buildout, most recently Part 16: The Seller Holds the Paper. Argued in Part 9 (Eighteen months, or less), Part 9 (The inertia businesses), Part 9 (The owner of the agent), Part 9 (The rails and the atoms), Part 9 (Voices that cross sides), Part 10 (Everyone, soon), Part 12 (Voices that cross sides), Part 16 (The loan is a bridge).
What Tae Kim argued
Paraphrased and attributed, with the date and a link where one exists. DeepStack keeps no score of who was right; the dated tests do that work in the open.
Part 16 · The loan is a bridgeJul 14, 2026
Morgan Stanley's investor meetings with Nvidia leadership show accelerating growth rates even at 100 billion dollars revenue per quarter, strong demand for the Vera Rubin product cycle over the next 12 months, memory shortages lasting several…
Part 12 · Voices that cross sides
$70B of ARR at OpenAI; Huang's 80% of AI-native startups on open models.
Part 10 · Everyone, soon
OpenAI near $70B a year.
Part 09 · Eighteen months, or lessSep 7, 2026
As computer tool use rises, AI compute demand will explode just as it did when agentic coding took off, when reasoning models ramped, and when AI chatbots were first released.
Habit Was the Moat. Agents Are Draining It. Who is on each side
Part 09 · Eighteen months, or lessSep 22, 2026
Having used Muse over the past week, Tae Kim found problems in the quality and accuracy of its responses and found it hard to choose it over ChatGPT, and suspects others will feel the same way.
Habit Was the Moat. Agents Are Draining It. Who is on each side Source
Part 09 · Voices that cross sides
On the owner of the agent and on the rails beneath it.
Habit Was the Moat. Agents Are Draining It. Who is on each side Source
Part 09 · The inertia businessesSep 22, 2026
Despite Muse's initial traction, its long-term success is far from assured; Meta can cross-promote it across Facebook, Instagram, and WhatsApp, but competitors with similar distribution advantages are coming, with OpenAI likely being the biggest…
Habit Was the Moat. Agents Are Draining It. Who is on each side Source
Part 09 · The inertia businessesOct 2, 2026
Tae Kim says he has seen enough: the personal AI agents released over the past month will be a huge paradigm shift for computer usage and a major positive inflection point for technology.
Habit Was the Moat. Agents Are Draining It. Who is on each side Source
Part 09 · The owner of the agentOct 2, 2026
After personally using OpenAI's Dots, Meta's Muse and Instinct, Tae Kim says he now has much higher confidence that personal AI agents will be the future of computing and a lift off for a new AI wave, praising how they proactively ping him about…
Habit Was the Moat. Agents Are Draining It. Who is on each side Source
Part 09 · The owner of the agentSep 7, 2026
With the release of GPT-6 Astra, computer tool use AI has finally become real, and he is now confident AI will soon perform actual software knowledge work tasks better and faster than most humans, with competence accelerating rapidly from here.
Habit Was the Moat. Agents Are Draining It. Who is on each side
Part 09 · The rails and the atoms
The CPU under every agent's machine.
Habit Was the Moat. Agents Are Draining It. Who is on each side Source
In The Buildout
One line per story, from the story itself.
Part 16Two labs carry the chain
Longriver's almost $50 billion in May had become about $65 billion by August, a figure that Tae Kim of Key Context wrote on August 21 the market treated as a disappointment; he called that an overreaction, since the growth rate was still extremely high.
The Seller Holds the PaperPart 14The buyers have not paid yet
Tae Kim relayed on October 2 that Axios and the Financial Times put OpenAI's annual recurring revenue near $70 billion; Michael Spencer of AI Supremacy wrote on October 9 that a later Financial Times report found about $50 billion.
The Cash Arrives UnevenlyPart 12Lede
On October 2, Tae Kim reported OpenAI at $70 billion of annualized revenue.
The Model Is Not the PricePart 11The margin the book does not show
Tae Kim, reporting Jensen Huang's press session on September 29, answers with the asset rather than the invoice: the GPUs are productive, fungible and durable.
The Backlog Is Not the QuarterPart 11Shipping is not earning
Tae Kim's account of Huang has the GPU as durable.
The Backlog Is Not the QuarterPart 11Shipping is not earning
Tae Kim's Huang has Nvidia harvesting cash from the buildout for buybacks.
The Backlog Is Not the QuarterPart 10A cheap top
Tae Kim relays Jensen Huang’s case that Nvidia’s GPUs are productive, fungible and durable.
The Bubble Is in the DenominatorPart 10Who writes the checks
Tae Kim says OpenAI’s annualized revenue is nearing $70 billion; Axios reported on September 29 that it had grown more than 70% since the start of the third quarter.
The Bubble Is in the DenominatorPart 09The tollbooth shifts
Morgan Stanley’s arithmetic, relayed by Tae Kim, says every 100 million users adds about 35 cents, or 1%, to Meta’s 2028 earnings per share.
Habit Was the Moat. Agents Are Draining It.Part 09The tollbooth shifts
Tae Kim prefers CPUs because an agent working across browsers and calendars needs general-purpose compute.
Habit Was the Moat. Agents Are Draining It.Follow
Analysis and opinion, not investment advice. What a person argued is reported, not rated; DeepStack shows no score, ranking or accuracy for anyone.