← Tay Kim
Episodes featuring Tay Kim
8 episodes, newest first.
- Sep 30, 2026
AI’s next bottleneck is moving data, not building GPUsSourcerySep 30, 2026 - Sep 30, 2026
Photonics becomes AI infrastructure’s next manufacturing bottleneckSourcerySep 30, 2026 - Sep 25, 2026
AI buildout collides with gambling, rates and real-world riskTBPNSep 25, 2026 - Sep 25, 2026
Microsoft tests whether enterprise reach can beat AI-agent rivalsTBPNSep 25, 2026 - Sep 21, 2026
Eclipse bets industrial complexity can beat software scaleSourcerySep 21, 2026 - Aug 6, 2026AI, factories and design collide in the next industrial raceTBPNAug 6, 2026
- Aug 6, 2026
AI escapes, SpaceX investors face scrutiny, and DeepMind reshufflesTBPNAug 6, 2026