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Tae Kim: Lisa Su's 83% TAM raise in 3 months signals insane AI demand

2026-07-28 · 7 company · 8 thematic

sentiment

4 bull0 bear3 neu

speakers

akos

Founded Takeoff ~1 year ago to build fully autonomous 'long-horizon' agents for revenue-critical workflows (lending, healthcare); scaled from $0 to near 8-figure ARR in months via outcome-based pricing; acquired by Bret Taylor's Sierra to launch 'Horizon' product targeting CEOs for revenue generation.

ben zig

Labor economist who founded Revelio Labs, a workforce data company synthesizing public-domain data (LinkedIn, job postings, layoff notices, immigration filings) to track real-time AI adoption and labor market dynamics; serves hedge funds, HR departments, and academics.

tae kim

Regular TBPN guest (Barron's columnist, former Bloomberg); known for timely bullish calls on Nvidia, AMD, memory, and CPUs; tracks AI infrastructure fundamentals, supply chain, and capex cycles closely.

quote

“Lisa Sue raised her CPU, Agentic CPU forecast. Just three months ago, it was 120 billion for 2030. Three months later, they raised it to 220 billion. CEOs don't raise their TAMs by like these multiples in a few months if they're not seeing…”

—tae kim

now playing · $AMD

$TAKEOFFbullish· high· posakos

Akos: Takeoff scaled from $0 to near 8-figure ARR in months via revenue-aligned autonomous agents

Takeoff built fully autonomous 'long-horizon' agents that own end-to-end revenue workflows (loan funding, patient onboarding) using a domain-specific language and always-on harnes…

$REVELIO-LABSneutral· mediumben zig

Ben Zig: Revelio Labs tracks AI adoption via hiring of AI integration teams, finds 9% of firms serious

Revelio Labs measures AI adoption by tracking hiring of AI integration teams (a conservative proxy), finding ~9% of firms are seriously embedding AI; adoption correlates with grow…

$SAFE-SUPERINTELLIGENCEbullish· lowtae kim

Tae Kim: SSI signed $410M compute deal with Amazon AWS after $650M raise

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$NVDA···bullish· hightae kim

Tae Kim: Nvidia fundamentals overwhelmingly bullish despite Wall Street FUD

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$META···neutral· mediumtae kim

Tae Kim: Meta's AI revenue ramp uncertain despite capex acceleration

Meta's leaked town hall comments sparked fears of capex pullback, but subsequent leaks show capex increasing; the core question remains where pure AI product revenue (beyond ads)…

$AMD···bullish· mediumtae kim

Tae Kim: Lisa Su's 83% TAM raise in 3 months signals insane AI demand

AMD CEO Lisa Su raised the 2030 CPU/Agentic CPU TAM from $120B to $220B in just three months, a move serious public CEOs only make when seeing overwhelming demand signals; this va…

$HUT···neutral· mediumtae kim

Tae Kim: Nvidia's $50B Texas data center lease with Hut 8 is a non-story sensationalized by FT

The FT headline of a $50B Nvidia lease is over 30 years with renewal options; the 15-year commitment is ~$20B (~$1-2B/year), a rounding error against Nvidia's $320B+ revenue run r…