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@firstadopter Avatar @firstadopter tae kim

tae kim posts on X about ai, government shutdown, open ai, oracle the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence technology brands XXXXX% stocks #4122 finance XXXXX% countries XXXX% gaming XXXX% fashion brands XXXX%

Social topic influence ai #3205, government shutdown #596, open ai #1584, oracle 3.16%, $googl 2.11%, gpu 2.11%, iphone 2.11%, has been 2.11%, supreme court #2081, tariffs #1964

Top accounts mentioned or mentioned by @dkthomp @bg2pod @f28x5 @pranavenstein @vukasin @shomikghosh21 @nkhanrr @markgurman @nebgetaneh @jordannanos @volosh131 @garboome @contraturtlex @rebiii333re @schamorro357 @kellangrenier @samirkhazaka @muchosarms @beefcubee @insane_analyst

Top assets mentioned Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) BlackBerry Limited (BB) Uber Technologies, Inc. (UBER) Costco Wholesale Corporation (COST) Sweetgreen, Inc. (SG)

Top Social Posts #

Top posts by engagements in the last XX hours

"The life of an 89-year old billionaire. Daily martinis and betting on NFL games (WSJ)"
X Link @firstadopter 2025-11-05T13:19Z 70.2K followers, 172.3K engagements

"Capitalism is good. Capitalism is right capitalism works. Capitalism clarifies cuts through and captures the essence of the evolutionary spirit. Capitalism will win. If you think central planning China can compete with buggy unoptimized AI chips that crash all the time guzzling power against American ingenuity the smartest AI researchers in the world and hundreds of billions of annual capex spending from the most profitable companies in history good luck with that. Sources below: FT me"
X Link @firstadopter 2025-11-06T01:00Z 70.2K followers, 56.3K engagements

"The fact that politicians in Congress get paid while millions of military and government families do not during the government shutdown is unconscionable"
X Link @firstadopter 2025-11-07T16:36Z 70.2K followers, 9991 engagements

"Are we really going to do this again Seriously"
X Link @firstadopter 2025-11-07T18:38Z 70.2K followers, 62.4K engagements

"Jensen on demand and memory makers SK Hynix Samsung and Micron. Capacity is coming"
X Link @firstadopter 2025-11-08T15:21Z 70.2K followers, 8552 engagements

"It's not worth headache to save a bit on cost if the chips are buggy and crash. Nvidia has nearly two decades of bug fixes and optimizations. The question is will AI keep innovating (I believe so) utilizing the flexibility of GPUs. If not (I doubt it) the more fixed function ASICs can start thriving"
X Link @firstadopter 2025-11-08T17:33Z 70.2K followers, 1261 engagements

"A new all time high for Vertiv Yes please"
X Link @firstadopter 2025-10-22T12:51Z 69.9K followers, 6545 engagements

"Oracle: we just added $XXX billion in AI cloud orders Microsoft: we just added $XXX billion in Azure orders Google: Anthropic chose us for a cloud deal worth tens of billions Amazon: we just built a $XX billion data center for a customer that just ordered tens of billions of Google Cloud One is not like the others"
X Link @firstadopter 2025-10-29T12:36Z 69.9K followers, 97.3K engagements

"@DKThomp Frontier The modified Blackwell version being discussed is crippled and is nothing compared to the top of line NVL72 (72 GPU) AI rack servers"
X Link @firstadopter 2025-10-30T13:53Z 70K followers, 1277 engagements

"This panel with two technology executives debunks nearly EVERY AI skeptic narrative with factual information about AI chip utilization demand trends and the AI ramp/effective use cases. Everyone should listen to it. Worth it. "our X and X year TPUs have XXX% utilization that shows you the level of demand." cc: @DKThomp"
X Link @firstadopter 2025-10-30T15:01Z 70K followers, 46.4K engagements

"Fun fact. BlackBerry shares more than doubled in the year after the iPhone was released before getting crushed. Sometimes Wile E. Coyote investors take a while to realize that the new disruptor is destroying the incumbents business"
X Link @firstadopter 2025-10-31T12:51Z 70.1K followers, 9445 engagements

"Sam Altman floats $XXX billion OpenAI revenue target for 2027 -- Brad: If you guys were doing in excess of $XXX billion of revenue in XX or XX Sam Altman: How about 27"
X Link @firstadopter 2025-11-01T16:46Z 70.1K followers, 32.7K engagements

"Stop with the Cerebras will disrupt Nvidia takes at least until they hit X% of Nvidia's revenue maybe"
X Link @firstadopter 2025-11-04T21:00Z 70.1K followers, 6174 engagements

"Today's AI/datacenter ramp require a different scale different level of AI innovation/technology and resources. Central planning for trillion dollar annual AI infrastructure spend will not work. It is not putting in dozens of screws into an iPhone or distilling/copy catting AI models"
X Link @firstadopter 2025-11-06T15:28Z 70.1K followers, XXX engagements

"The funniest thing is once you correct the numbers to per X GPU breakeven cost (57 cents per hour) it makes the GPU economics for the A100 EXTREMELY profitable for the GPU buyers which is exactly what CoreWeave has been saying about the older GPUs"
X Link @firstadopter 2025-10-19T22:51Z 70.1K followers, 30.9K engagements

"Chips might not dip for a very long time"
X Link @firstadopter 2025-10-31T15:59Z 70.1K followers, 5066 engagements

"A lesson here is how much style and tone matter. Even though the info content (OpenAIs revenue is ramping much higher than known $XX billion ARR) was positive it got overshadowed on social media by how dismissive and curt Sam was. The funniest part is Satya laughing about it"
X Link @firstadopter 2025-11-02T13:05Z 70.2K followers, 45.2K engagements

"If Supreme Court invalidates President Trump's tariffs the stock market will go up"
X Link @firstadopter 2025-11-03T01:01Z 70.2K followers, 17.6K engagements

"I got XX% off my Uber Eats orders today through a sales promotion for my favorite Thai restaurant combined with another XX% discount from Costco Uber gift card balance which I refill every two weeks on top of my monthly credit benefit from American Express. I'm not complaining but I often wonder how much of Uber Eats revenue is subsidized by all these promotions. I would definitely spend less without them"
X Link @firstadopter 2025-11-04T23:08Z 70.2K followers, 9874 engagements

"The Constitution might actually win this time. USA. USA. CNBC: "Supreme Court justices on Wednesday morning expressed skepticism about the legality of aggressive tariffs imposed by President Donald Trumps against most of the worlds nations. Conservative and liberal justices sharply questioned Solicitor General D. John Sauer on the Trump administrations legal justification of the tariffs which critics say infringes on the power of Congress to tax.""
X Link @firstadopter 2025-11-05T16:16Z 70.2K followers, 104.1K engagements

"Betting markets plummeting. Only XX% chance for Trump to win now"
X Link @firstadopter 2025-11-05T16:47Z 70.1K followers, 14.6K engagements

""In a survey of more than 5000 enterprise users XX% report that ChatGPT saves hours in their work week." That's 4948 more survey samples than the MIT study"
X Link @firstadopter 2025-11-05T20:27Z 70.1K followers, 14.5K engagements

"@DKThomp Hopefully politicians figure out the way to lower costs/increase affordability is increase supply reduce regulation lower budget deficits and reduce money printing (no QE need more QT) to lower inflation"
X Link @firstadopter 2025-11-06T14:25Z 70.1K followers, XXX engagements

"@DKThomp @SteveRattner Health insurance costs are going to surge like crazy in 2026. It's going to get bad. Really bad"
X Link @firstadopter 2025-11-06T16:29Z 70.1K followers, 1041 engagements

"@nebgetaneh They are building their own AI cloud (later) to serve customers. Some day there will be excess compute capacity (not now obviously). Gives them flexibility to also use AI training GPUs for AI inference as the GPUs get older"
X Link @firstadopter 2025-11-06T21:08Z 70.1K followers, XXX engagements

"bruh XX years to make the next game is a lot"
X Link @firstadopter 2025-11-06T21:54Z 70.2K followers, 5620 engagements

"@DKThomp @R_Thaler Price controls are a terrible idea"
X Link @firstadopter 2025-11-06T22:40Z 70.2K followers, XXX engagements

"Why AI is Underhyped and Isn't a Bubble Yet Here's why AI isn't a bubble today. I've distilled the data points and ideas from my previous columns and coverage. If you prefer facts and evidence-based reality over vibes and conflated narratives enjoy -Big Tech valuations are reasonable and leverage is low. We're at the beginning of multiple AI super product cycles in the year ahead -We are in the early innings of a technology computing shift to AI the largest in decades. Think 1994 versus 1999. -Every credible source reports overwhelming demand for AI computing capacity. Where is the"
X Link @firstadopter 2025-10-25T18:40Z 70.2K followers, 803.7K engagements

"How can OpenAI with $XX billion in revenues make $XXX trillion of spend commitments (Source: @BG2Pod ) Sam Altman: First of all. Were doing well more revenue than that. Second of all Brad if you want to sell your shares I'll find you a buyer. I just enough. I think there's a lot of people who would love to buy OpenAI shares. I think people who talk with a lot of breathless concern about our compute stuff or whatever that would be thrilled to buy shares. So I think we could sell your shares or anybody else's to some of the people who are making the most noise on Twitter about this very"
X Link @firstadopter 2025-11-01T16:42Z 70.2K followers, 1.6M engagements

"Not great for Qualcomm. Latest reporting from @markgurman "In the fall the company will release new Apple Watches and iPhones as usual. The iPhone XX Pro models will drop Qualcommm modems for Apple's own C1 chip.""
X Link @firstadopter 2025-11-02T14:25Z 70.2K followers, 67.6K engagements

"At this point we need a government shutdown deal so we can go back to talking about the real AI fundamentals. A shutdown heading into critical shopping season (millions of families not paid) crippling consumer confidence and travel season (unpaid air traffic controllers) would significantly damage the U.S. economy. Are our politicians that dumb and will D.C. be that dysfunctional"
X Link @firstadopter 2025-11-08T13:22Z 70.2K followers, 6455 engagements

"Id credit OpenAIs o1 and o3 Strawberry releases (thanks Ilya) for sparking the reasoning models exponential compute tidal wave. But yeah similar idea (DeepSeek was a reasoning model too)"
X Link @firstadopter 2025-11-08T13:36Z 70.2K followers, 6541 engagements

"Another must read report by @eugenekim222 It is similar to what I've been hearing from AI startups. "AI startup Cohere found that Amazon's Trainium X and X chips were "underperforming" Nvidia's H100 GPUs according to an internal "confidential" Amazon document from July obtained by Business Insider." "Stability AI a well-known startup that generates AI images had similar concerns. It concluded that Amazon's Trainium X chips underperformed Nvidia's H100 GPUs on latency making them "less competitive" in terms of speed and cost the document also warned.""
X Link @firstadopter 2025-11-08T15:47Z 70.2K followers, 73K engagements

"@SemiAnalysis_ Bruh"
X Link @firstadopter 2025-11-08T17:28Z 70.2K followers, XXX engagements

"I respect Jim. He had an amazing career and some all-time great calls. But he is not technical and doesnt fully understand the current generational computing shift"
X Link @firstadopter 2025-11-08T18:38Z 70.2K followers, 7692 engagements

"Nexon shareholders rn"
X Link @firstadopter 2025-11-08T20:08Z 70.2K followers, 5490 engagements

"Nexon stockholders"
X Link @firstadopter 2025-11-09T00:20Z 70.2K followers, 6206 engagements

"TSMC CEO C.C. Wei: Jensen asked for wafers Nvidia CEO Jensen Huang: Yes business is very strong and its growing month by month stronger and stronger Even the vibes-based chirpy peanut gallery has to admit this a good sign for AI fundies no"
X Link @firstadopter 2025-11-08T15:16Z 70.2K followers, 64.9K engagements

"Can we freeze the FOR YOU algorithm the way it is now Great job. Its the best its ever been. Please dont change how it works drastically. @nikitabier"
X Link @firstadopter 2025-11-09T15:49Z 70.2K followers, 2392 engagements

"Tim Cook says "thank you" eight times in less than two minutes. Incredible"
X Link @firstadopter 2025-09-05T17:13Z 70.2K followers, 6.6M engagements

"@gitpushoriginm8 Nvidia Vertiv Oracle EA Credo Nintendo Sony"
X Link @firstadopter 2025-09-10T14:24Z 70.2K followers, 13.5K engagements

"New Hampshire advertising in NYC after Mamdani victory"
X Link @firstadopter 2025-11-05T16:40Z 70.2K followers, 15.3K engagements

"Poor cant afford McDonalds and rich are eating more at McDonalds McDonalds CEO: I think if you think about the low income consumer and you think about the pressures that they face I mean right now youre seeing across the country rents are at pretty high levels. Youre seeing food prices whether its in restaurants or grocery youre seeing food prices are high. Youre seeing child care is high. "In the US we continue to see a bifurcated consumer base with QSR traffic from lower income consumers declining nearly double digits in the third quarter a trend that's persisted for nearly two years. In"
X Link @firstadopter 2025-11-05T22:10Z 70.2K followers, 13.4K engagements

"Does @JordanNanos sleep This is insane. New ClusterMAX GPU cloud ratings are out. The article is more than XXX pages long. Short version: @CoreWeave wins again"
X Link @firstadopter 2025-11-06T18:03Z 70.2K followers, 24.1K engagements

"You know what might help the economy Ending the government shutdown and paying the millions of government and military families the salaries they are owed"
X Link @firstadopter 2025-11-07T15:55Z 70.2K followers, 6623 engagements

"Let's crush the economy. Who needs air travel"
X Link @firstadopter 2025-11-07T16:21Z 70.2K followers, 4182 engagements

"Can someone explain to me why Sweetgreens sales comps are in freefall Is it premium prices fewer people eating salads the economy or increased competition from other chains Im interested in your personal lifestyle opinions"
X Link @firstadopter 2025-11-07T13:27Z 70.2K followers, 11.2K engagements

"Wait. The same value guys who missed and criticized Nvidia shares and Vertiv stock while they blew out earnings and quadrupled over the past two years are taking victory laps now You can't make this stuff up"
X Link @firstadopter 2025-11-08T16:22Z 70.2K followers, 8857 engagements

"Congress continues to receive pay during the government shutdown while millions of military families and government employees do not. Outrageous"
X Link @firstadopter 2025-11-09T18:22Z 70.2K followers, 4838 engagements