tae kim
@firstadopter
Followers
58,930
Following
9,825
Media
8,328
Statuses
58,753
THE NVIDIA WAY book author. AI, GPUs, gaming, tech, stocks. Senior writer at Barron’s. Priors: Bloomberg Opinion tech columnist, buyside. tae.kim @barrons dotcom
Joined October 2008
Don't wanna be here?
Send us removal request.
Explore trending content on Musk Viewer
Maggie Smith
• 785844 Tweets
Netanyahu
• 622037 Tweets
Beirut
• 486962 Tweets
القادسية
• 423643 Tweets
Nasrallah
• 306100 Tweets
Zelensky
• 262196 Tweets
Harry Potter
• 211815 Tweets
Lali
• 201017 Tweets
بيروت
• 163760 Tweets
الزمالك
• 120127 Tweets
Acapulco
• 95699 Tweets
#الضاحيه_الجنوبيه
• 79155 Tweets
I-40
• 73039 Tweets
マクゴナガル先生
• 54231 Tweets
حامد
• 35722 Tweets
Van Gogh
• 29508 Tweets
Willie
• 27821 Tweets
Asheville
• 26536 Tweets
FONDEN
• 25808 Tweets
#حسن_نصر_الشيطان
• 18311 Tweets
Dortmund
• 15527 Tweets
Barcola
• 15406 Tweets
#السوبر_الافريقي
• 13565 Tweets
Bane
• 12104 Tweets
Pinned Tweet
Chip War book author Chris Miller on THE NVIDIA WAY:
"THE NVIDIA WAY is a riveting history of Nvidia's unexpected ascent to the top of the tech sector―and a compelling case for why cofounder Jensen Huang is one of history's great CEOs .. An essential read for understanding the
I'm thrilled to announce that my book, THE NVIDIA WAY, will be released on December 10 and is available for pre-order.
-The book is the first comprehensive, detailed business history of Nvidia, drawn from over 100 interviews-including Jensen Huang and his two co-founders, the
45
79
466
1
2
38
This reads like a parody, but it’s on the Sequoia website. What a joke
140
826
6K
If Microsoft were smart, they would have pivoted and assigned Obsidian to make the next Fallout game ... yesterday.
Fallout 4 has reached over 160,000 concurrent players on Steam.
It's currently the second highest playercount for a premium game behind Helldivers 2.
Fallout 4 was also the
#1
selling game in Europe last week.
#Fallout
#FalloutOnPrime
45
146
2K
268
257
5K
Must see TV for the gaming community. Tyler
@Ninja
Blevins will be live on
@CNBC
at 11:30am, talking
@FortniteGame
@Drake
50
620
5K
XboxEra gave Redfall an “awesome” rating
XboxEra co-founder Nick Baket says he's convinced that no gaming outlets want to give Starfield high scores. He argues other sites have already decided to give Starfield 7.0-8.5 reviews in order to generate traffic and drag the Xbox brand down.
504
199
1K
223
174
3K
Tesla has lost $529 billion in stock market value over the last three months. Incredible
195
445
2K
Publishers should let developers cook. Don’t rush them like Redfall and they can make polished stuff like this:
199
136
2K
If y'all think Xbox is doing better than PS5 this generation, you aren't paying attention. PS5 still sells out instantly, while Series S/X do not. Also, check the disparity of resale prices on StockX. It's not close
684
200
2K
tell me you lack first-party AAA exclusives without telling me you lack first-party AAA exclusives
@Kotaku
tell me you limit yourself to only AAA games without telling me you limit yourself to only AAA games
2K
6K
56K
298
176
2K
"The median decline: 79%."
123
160
2K
Ah yes because getting early access to a beta demo and costumes is exactly the same as being worried a major franchise will get locked out of your platform like what happened with Starfield and Elder Scrolls after a large acquisition
Sony: “giving Microsoft control of Activision games like Call of Duty… would have major negative implications for gamers and the future of the gaming industry”
also Sony:
782
3K
26K
422
185
2K
Ten years ago, an EA executive said single-player games were "finished." This year, Sony's Fab Five studios released Spider-Man: Miles Morales, Ghost of Tsushima and The Last of Us 2 to stunning commercial and critical success 🙃
73
144
2K
I'll say it. Xbox dream died two days ago. They are destined to be next Sega. It will take years, but it is done. A long road to the inevitable decline. The best dev talent will simply not want to work there. It's over. Crazy because they spent $80 billion? to get to this outcome
Richest company in the world, Microsoft, closing Tango Gameworks after it released a banger like Hi-Fi Rush is classic Xbox.
Shortsighted bean counter moves like this will be extremely detrimental to game developer talent retention. It's so obvious, so myopic and so maddening.
20
57
491
75
177
1K
Wow. One of the YouTube reviewers I respect the most gave Starfield a 4.5/10. He just published his video
305
97
1K
2022 AAA backlog for PS5: Horizon Forbidden West, Gran Turismo 7, Last of Us Part I Remake, and God of War: Ragnarök.
2022 AAA backlog for Xbox: [crickets]
Still boggles the mind when you think about it. Gaming is about having games to play. It's year 3 in the console cycle.
295
114
1K
Sony is going to win Christmas with God of War Ragnarok PS5 bundle. It's going to be a landslide. Unfortunately for Microsoft, Xbox has nothing AAA games wise for this holiday
Immerse yourself with 4K visuals, 3D Audio, haptic feedback, and more when you play
#GodofWarRagnar
ök on PS5.
The PS5 Console – God of War Ragnarök Bundle releases alongside the game on November 9:
300
1K
11K
276
111
1K
Redfall’s Metacritic at 62 is lower than Forspoken, Saints Row and Gotham Knights. Is this the biggest AAA flop in recent history?
137
48
1K
Groundhog Day. No AAA exclusives at Xbox launch, zero in 2022. Lackluster prior years.
Long list of shuttered studios. New layoffs after mismanagement.
Halo Infinite 10-year promise? Now, hardly any players on bad execution/little content.
When will fans hold Xbox accountable?
Phil Spencer has acknowledged Xbox’s disappointing 2022.
“Our commitment to our fans is that we need to have a steady release of great games... and we didn’t do enough of that"
249
143
3K
361
148
1K
Good luck Halo Infinite!
Now live: The 4K version of today's Horizon Forbidden West gameplay reveal:
572
2K
13K
336
68
1K
The new PlayStation vs. Xbox console war starts this week. Sony will dominate Microsoft for years to come. It’s not going to be close. Here’s my latest column $MSFT $SNE
253
184
1K
Anthropic’s CEO Dario Amodei says compute is more than 80% of their expenses on a podcast. Salaries of 600 employees are much smaller expense
24
89
1K
Wait a second. Does Xbox have anything on the AAA console exclusive shelf for 2022 now?
162
64
1K
Brutal -> Gamespot: "one of the best game studios in the world suddenly made toothless." 4/10
38
70
1K
Despite the breathless praise for Microsoft's Xbox strategy from many, I'm going the other way. The two-tiered next-gen console launch is flawed and isn't going to work. Here's why $MSFT
185
225
1K
I think people underestimate the power of incentives here. CIOs can’t risk another CrowdStrike outage. Otherwise, they will get fired. Can you imagine meeting with the CEO if this happens again? The incentives point to switching to another vendor. This isn’t an operating system.
57
92
1K
Has there ever been a legitimately successful ex-McKinsey CEO?
"Narasimhan worked for McKinsey for 19 years"
76
49
956
It’s wild how many people criticized my 2020 columns years ago that predicted the Series S weak hardware two tier console strategy would come back to haunt Xbox
Xbox Series S Suffers from VRAM Limitations, Just Like 8GB GPUS
108
134
678
107
80
903
👀 "CMA found a pattern of Microsoft acquiring development studios and making their upcoming games exclusive to Xbox"
201
156
883
Remember how VCs were so impressed
@SBF_FTX
played League of Legends during meetings? Apparently, SBF is worse at playing videogames than
@AOC
(she is a much higher ranked player)
lmao at how the cryptoscam nerd king was worse at video games than Rep. AOC:
SBF:🥉Bronze III in League of Legends
AOC: 🥈Silver III
17
134
950
16
38
885
New Nvidia RTX 3090 cards are now selling below MSRP on StockX
37
97
862
What the heck is Meta thinking? $1,500 VR headset with only 1-2 hour battery life to do office work? This is dead on arrival
47
72
845
Another GOTY candidate from Sony. Their internal studios keep crushing it
I am VERY excited to say I played four hours of
#HorizonForbiddenWest
on PS5 and was so impressed by it!
It takes the solid foundation of Zero Dawn and improves upon it in nearly every way from what I've seen. My preview:
IGN:
YT:
220
587
5K
12
61
826
😬 Paul Tudor Jones on CNBC: "Clearly you don't want to own bonds and stocks. You start with that. .. it's going to be a very very very negative situation for either one .. You can't think of a worse macro environment .. for financial assets"
36
97
839
About 8 years ago Netflix CEO Reed Hastings kindly responded to a short seller with a point by point intellectually honest, reasoned analysis without getting personal. Amazing read given how $NFLX executed since. Hastings is a role model for all executives
17
243
842
Palworld is outselling Suicide Squad, a AAA title that took over a decade to make with hundreds of developers. The gaming industry is doomed.
1K
78
826
Can anyone explain to me how a US dollar backed stable coin can offer 8% interest? I don't get it.
167
59
786
Microsoft basically paid nearly $70 billion for Call of Duty. Look at the Steam peak players stats for Sony’s Helldivers 2 vs. COD already
255
61
741
Anthropic’s CEO Dario Amodei says AI models now cost $100 million to build. There are already $1 billion models in training. He thinks $10 billion to $100 billion models will happen by 2025, 2026, or 2027. [Tae: How many GPUs is that?]
67
81
734
Twitter is going through another PlayStation is doomed sentiment cycle just like it did back in 2020.
Meanwhile, in the real world of quality games output, managing games development, talent retention and console sales ...
86
68
686
Imagine if gamers expressed a similar level of outrage for not having any AAA console exclusives to play in 2022 versus a minor price hike due to materials inflation
508
97
674
Talk about parsing language. Seriously? Starfield 100% would have come out on Playstation if Bethesda wasn't acquired.
Phil Spencer says "No example in Bethesda of us pulling something away from the PlayStation Community."
20 seconds later says playing more games across more devices is where gaming is going.
AS IF Redfall & Starfield wouldn't have been on PS5 had Xbox not paid to make them
401
103
998
136
68
673
Microsoft: Pay us a toll.
Sony: Use any M.2 SSD drive you want.
66
58
670
What a pro-consumer decision to go with an industry standard SSD over proprietary. PS5 owners can get 2TB expansion for $180, while Xbox is double the price.
113
84
660
If Microsoft starts to penny-pinch on Call of Duty development costs by using more external contractors as they did with Halo, they will - mark my words - destroy the Call of Duty franchise just like they did with Halo.
Microsoft spent $69 billion in cash essentially for Call of Duty (No, I don't believe the mobile/PC narrative). To do this to Call of Duty studios, the crown jewel franchise, is extremely short sighted.
32
20
164
81
106
667
Xbox Series X is more powerful than the PS5. The reason the vast majority of multiplatform ports run better on the PS5 is economics. Developers spend more time optimizing performance for the platform that generates more $ and is larger market. It's capitalism and the real world.
With several games running better on PS5 like Hogwarts Legacy & Atomic Heart in just last week. Game release announcements being held back cause of technical issues on the Xbox Series consoles. Do you think the tools will ever show the huge gains over PS5 that were promised?
27
12
79
138
59
654
How amazing would it be if a video game actually looked like this?
49
30
629
Jim Ryan was right all along about the unsustainability of the Game Pass model
Two main problems with the Game Pass model 1) Once you buy publisher for a big price talent leaves for studios that pay game sales metric driven bonuses. Game Pass day one means lower unit sales. 2) Gamers can sub for one month for AAA title and then cancel. Economics fall apart
135
67
555
33
85
621
If you want to play the best exclusive games like Spider-Man, Ghost of Tsushima and God of War, you should buy a PS5. If you want to play the best-performing version of 3rd-party games like Assassin’s Creed and Dirt 5, you need to get a PS5. So, why would anyone choose Xbox now?
45
94
578
HBO’s ‘The Last of Us’ lives up to the hype. It's the best show since 'Game of Thrones'
Masterful execution. Even though I knew what would happen next, I teared up with every episode. Fans will love many cameos/easter eggs.
A tour de force. Y’all are in for a treat this Sunday.
My latest newsletter: "HBO’s ‘The Last of Us’ Is a Masterpiece—and a Triumph for Videogames"
2
14
75
15
63
605
PS5 now outselling Xbox by a factor of 126X in Japan.
Remember those articles and influencer tweets making a big deal out of Xbox beating PS5 in Japan?
PlayStation 5 outsells the Switch in Japan for the 5th week in a row!
1⃣ PS5 - 91,729
2⃣ Switch - 61,384
3⃣ PS4 - 1,646
4⃣ Xbox Series - 727
129
151
1K
71
65
596
The reality about Series S was obvious from the beginning. I’m still incredulous at how certain developers were treated for telling the truth near the console launch.
Though it is funny how some tweets from iD employees disappeared weeks later after Microsoft acquired Bethesda
I feel Larian's pain on Series S. Its not about "just optimize at the end" LOL. Naaah. You have to take into account the technical limitations from the beginning of development. Nobody really wants to think of that when you start making your game, when everything is possible
266
201
1K
55
94
592
@JezCorden
If only if there was another studio owned by Microsoft that has successfully made an amazing and successful Fallout game …
28
11
591
Two main problems with the Game Pass model 1) Once you buy publisher for a big price talent leaves for studios that pay game sales metric driven bonuses. Game Pass day one means lower unit sales. 2) Gamers can sub for one month for AAA title and then cancel. Economics fall apart
135
67
555
PlayStation 5 outselling Xbox Series X/S by 6 to 1 ratio in Japan lifetime to date. I remember when people were flipping out about Xbox outselling PS5 for ONE week during supply shortage without mentioning that context
This weeks Japan Famitsu Hardware Sales!
• Switch sold 74.6k
• PS5 sold 44.1k
• PS4 sold 1,099 units
• XBS sold 1,052 units
PS5 sales seem to have a new average at around 40k! Switch sales down but still decent! Xbox numbers still very low! Supply issues remain!
39
46
366
62
68
540
Sounds like Sequoia partners were mesmerized from beginning & had blinders on. If I found out a founder was playing a videogame at same time while raising money, I would say that’s a red flag that he didn’t care about investors capital - def not something to get excited about
11
28
552
Sony reported 82% year-over-year sales growth for PlayStation 5 consoles during the December quarter, while Microsoft reported a 13% year-over-year revenue decline for Xbox hardware.
One is better than the other.
51
64
539
😳 Imagine the logistics involved to hire so many people in such a short time period $AMZN call: "We welcomed 250,000 permanent full-time and part-time employees just in Q3 and have already added about 100,000 more in the first month of Q4"
13
77
516
Gamers do not buy consoles for specs. They buy to play their favorite franchises. Sony crushes Microsoft in this department, esp. with Halo's problems. Last of Us, Ghost of Tsushima, Horizon, God of War, Spiderman, the list is endless. PS5 will have the games people want to play
57
59
483
TBF Xbots have time on their hands with no games to play this year
473
50
473
Richest company in the world, Microsoft, closing Tango Gameworks after it released a banger like Hi-Fi Rush is classic Xbox.
Shortsighted bean counter moves like this will be extremely detrimental to game developer talent retention. It's so obvious, so myopic and so maddening.
BREAKING: Xbox is shutting down Arkane Austin, Tango Gameworks, and two other studios. Story hitting Bloomberg shortly
829
2K
13K
20
57
491
Review scores for Starfield are all over the place but I expect the Metacritic to drift lower to low 80s as the sites that didn’t get codes publish their reviews in the coming weeks.
Not a GOTY contender, but a solid game. A 7 from a usually softer IGN says a lot.
85
44
485
Another dud with Redfall. Maybe problem with Game Pass model is talent retention. Monetary incentives matter.
Best AAA devs leave because they want to join studios that can give large back end bonuses on billion $+ selling games.
That’s not happening on day 1 Game Pass titles.
Twitter is going through another PlayStation is doomed sentiment cycle just like it did back in 2020.
Meanwhile, in the real world of quality games output, managing games development, talent retention and console sales ...
86
68
686
50
40
470
"EA’s day of reckoning is here after ‘Star Wars’ game uproar, $3 billion in stock value wiped out" Thanks to
@AngryJoeShow
and
@JimSterling
for their insights $EA
29
164
460
Baldur’s Gate 3 is going to win GOTY. It’s over.
The irony is Larian released Baldur's Gate 3 early to avoid Starfield. When in reality Starfield is the one that should be worried about Baldur's Gate 3 "Baldur's Gate 3 is the greatest RPG I've ever played."
62
15
214
71
25
466
I interviewed Bill Gurley
@bgurley
and asked him about Biden’s AI executive order and the risk of regulatory capture by the incumbents. He did not disappoint and pulled no punches.
23
103
456
Sony PlayStation executive Eric Lempel sees 'really strong' holiday for PS5 sales thanks to titles like Spider-Man 2. I asked him how PS Studios is able to consistently make quality games, about their IP strategy for TV/films, PSVR 2, Game Pass competition
16
72
461
When someone else screenshots your work and gets a bazillion views, while your own tweets on the same piece don’t go viral 🫠
Probably read it 3 times already .. a mega trend staring at your face .. will disrupt lot of industries… just need cheap and reliable energy.
62
400
3K
18
12
484
Pro tip: It's generally difficult to gain market share in a country if you don't release any AAA games for an entire year
52
53
458
Gene is right. Feel like a chump for prepaying all these years. At end of 2022, I would have spent $240 for 4 years Game Pass Ult. for just 1 great game that I played a decent amount (Horizon 5). Barely use it otherwise. Where are exclusives? Bad investment for AAA-focused gamers
yeah I’m unsubscribing from Xbox game pass for the first time ever. gotta admit to myself I barely use it and barely have use for it now. I’ll be back but for now there’s no point
451
108
3K
135
56
448
Company A raises price based on market conditions and currency moves
Raise the pitchforks. That's so anti-consumer!
Company B does same thing.
[crickets]
The silence says a lot.
65
67
458
Ken Griffin on Bloomberg Wealth with David Rubenstein: "One thing that surprises people? I love to play Call of Duty and I’ll play it while I’m on the elliptical trainer."
56
30
453
"Today, virtually the entire publishing industry is rooting for Barnes & Noble — including most independent booksellers .. sales in Barnes & Noble stores were up 3 percent last year over their prepandemic performance in 2019"
4
79
452
UK says Microsoft could use Call of Duty to hurt Sony’s ability to compete and possibly harm consumers through higher prices, reduced quality and reduced innovation
153
48
437
This is a big geopolitical move. The U.S. government is limiting the sale of Nvidia's best AI data center chips to China $NVDA
38
109
437
Access to Nvidia H100 GPU compute is essentially sold out until 2024. AI startups are starting to worry they won’t be able to acquire the needed GPU capacity to serve their models
40
104
453
I received a lot of pushback for this prediction last week, but the Metacritic has already dropped to 85 as more sites without “Xbox” in their names started publishing reviews.
It wasn’t rocket science to figure out when it was clear large reputable sites didn’t get review codes
Review scores for Starfield are all over the place but I expect the Metacritic to drift lower to low 80s as the sites that didn’t get codes publish their reviews in the coming weeks.
Not a GOTY contender, but a solid game. A 7 from a usually softer IGN says a lot.
85
44
485
89
47
448
How did Starfield get perfect 100 rating reviews? I don't get it.
I respect Jason's gaming takes. Here's what he said: "The moment to moment gameplay is just so flat and boring and tedious and not fun .. it's such a bummer of a game." -
@jasonschreier
121
33
423
"Vision Pro demand has dropped considerably at many Apple stores. One retail employee says they haven’t seen one Vision Pro purchase in weeks and that the number of returns equaled the device’s sales in the first month that it was available." -
@markgurman
32
63
444
The wrong Parler is now No. 2 in Apple's App Store download ranking. You can't make this stuff up.
27
83
430
Sony can quote its biggest rival for its next ad campaign -> Microsoft “says there were over 280 first and third-party exclusive titles on PlayStation in 2021, which was nearly five times as many as Xbox.”
55
58
423
Thrilled to announce I will be joining Bloomberg Opinion
@bopinion
as technology columnist later this month. Expect the same hard hitting data-driven insights, commentary and analysis, but more every week.
56
14
438
Read this sentence. Then read it again and again -> "Mnuchin had warned in June that China could be designated a currency manipulator if it stopped intervening to prop up its currency." Treasury Department Labels China a Currency Manipulator
15
187
420
🙌 Costco reiterated today that its most important store of value remains sacrosanct -> "The price when we introduced the hot dog soda combo in the mid 80s was $1.50. The price today is $1.50 and we have no plans to increase the price."
27
62
423
Unity shares are down nearly 80% this year. The list of problems - overpaying for acquisitions and poor management - is similar to what happened when the company's CEO John Riccitiello ran EA. A leopard can't change its spots $U
16
55
426
No AAA exclusive games at launch. No AAA exclusive games in year 2? Huh?
14
24
401
Narrator: Gamers buy consoles to play exclusive great games
Phil Spencer admits defeat in console space, and doesn't think great games would help Xbox's market share.
60
65
320
51
27
405
I'm thrilled to announce that my book, THE NVIDIA WAY, will be released on December 10 and is available for pre-order.
-The book is the first comprehensive, detailed business history of Nvidia, drawn from over 100 interviews-including Jensen Huang and his two co-founders, the
45
79
466
Who thought the naming convention made sense? Can you imagine consumers trying to figure out the differences between the Xbox Series X, Xbox Series S and the prior gen’s Xbox One S? Insane. Versus PlayStation 5 is more powerful than PlayStation 4. Simple, concise branding message
69
33
390
PS5 outsold Xbox by a factor of 159 to 1. Is that good?
Japan Hardware Sales for last week
1. PS5 - 39,799
2. Switch OLED - 33,351
3. Switch - 8,681
4. PS5 Digital - 7,241
5. Switch Lite - 6,742
6. PS4 - 1,356
7. Xbox Series S - 149
8. Xbox Series X - 147
65
36
357
59
39
401
Microsoft has confirmed the Series S will not be able to play prior gen games at the better Xbox One X graphics fidelity, but only at the inferior One S level. It is almost as if having a lower amount of memory available could be an impediment or something
89
43
379
Exciting personal news. I'm doing a book on Nvidia. After following this fascinating company closely for 30 years, I hope to write its definitive history.
I'm thrilled to work with
@wwnorton
's Dan Gerstle and Pilar Queen at UTA on my debut book.
56
21
405
Xbox results March quarter 2023. Hardware revenue down 30% year-over-year:
34
55
385