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Key Context by Tae Kim

Best-in-class insights and analysis from THE NVIDIA WAY book author Tae Kim

Newsletter · By Tae Kim · English · Paid tier available · Official site

Indexed issues, last 90 days
13
Latest publication
Sep 29, 2026
Audience
Checking…
Earliest in this view
Aug 5, 2026

Latest issues

  1. Issue · Sep 29, 2026

    Jensen Huang Press Q&A: 'Nvidia Stock Is Undervalued' (opens the original)

    Excerpt · Positive tone

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    <img alt="" class="sizing-normal" height="1476" src="https://substackcdn.com/image/fetch/$s_!zgAC!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F902abc98-1961-4b70-8041-5a8829e627cf_1334x1476.p

  2. Issue · Sep 22, 2026

    Meta’s Muse Is No Sure Thing (opens the original)

    Excerpt · Positive tone

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    Meta is basking in the glow of its new AI agent app Muse.On Monday, Meta shares surged 11% as investors grew increasingly excited about the app’s success. Muse handles multistep tasks such as booking flights, finding plumbers, managing customer service requests, and comparison shopping. It has been the most downloaded app in Apple’s App Store for the past several days, following its launch roughly two weeks ago.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetc

  3. Issue · Sep 18, 2026

    Bitcoin Is in Trouble (opens the original)

    Excerpt · Critical tone

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    This has been a bad week for the crypto industry and I think it is going to get worse.On Tuesday, the industry lost a key procedural vote in the Senate on the Clarity Act, legislation that would have established a regulatory framework for digital assets. Banks of every size from the largest money-center institutions to small regional lenders lobbied against the bill with JPMorgan CEO Jamie Dimon among the most vocal opponents. Their argument was that allowing crypto stablecoins to pay interest-l

  4. Issue · Sep 15, 2026

    Jensen Huang on the 'Irresponsible' AI Doomers, RSI, and Dario's Essay (opens the original)

    Excerpt

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    Nvidia CEO Jensen Huang was interviewed on Monday at the All-In Summit 2026. You can watch the full video here. Huang was asked about Jacob Coxon’s whistleblower posts and Anthropic CEO Dario Amodei’s “We Must Pace the Fronter” essay. They both moved markets and dominated the mainstream media zeitgeist the past week.Here are the 9 most important highlights from Jensen:On former Anthropic researcher Jacob Coxon and the current Anthropic safety research

  5. Issue · Sep 7, 2026

    GPT-6 Astra and the Fourth Exponential (opens the original)

    Excerpt · Neutral tone

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    <img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!nq4z!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa77eded3-ae0d-42da-96fa-8fc11a3930b9_1922x1081.pn

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