Person

Tae Kim

Tae Kim appears in Part 9, Part 10 of The Buildout. Part 9: Habit Was the Moat. Agents Are Draining It.; Part 10: The Bubble Is in the Denominator. Argued in Part 9 (Eighteen months, or less), Part 9 (The inertia businesses), Part 9 (The owner of the agent), Part 9 (The rails and the atoms), Part 9 (Voices that cross sides), Part 10 (Everyone, soon).

In 2 parts of The Buildout: Part 10, Part 09 · Updated Oct 8, 2026

What Tae Kim argued

On the record, by story.

Paraphrased and attributed, with the date and a link where one exists. DeepStack keeps no score of who was right; the dated tests do that work in the open.

  1. Part 10 · Everyone, soon

    OpenAI near $70B a year.

    The Bubble Is in the Denominator Who is on each side Source

  2. Part 09 · Eighteen months, or lessSep 22, 2026

    Having used Muse over the past week, the creator found problems in the quality and accuracy of its responses and found it hard to choose it over ChatGPT, and suspects others will feel the same way.

    Habit Was the Moat. Agents Are Draining It. Who is on each side Source

  3. Part 09 · Eighteen months, or lessSep 22, 2026

    Despite Muse's initial traction, its long-term success is far from assured; Meta can cross-promote it across Facebook, Instagram, and WhatsApp, but competitors with similar distribution advantages are coming, with OpenAI likely being the biggest…

    Habit Was the Moat. Agents Are Draining It. Who is on each side Source

  4. Part 09 · Voices that cross sides

    On the owner of the agent and on the rails beneath it.

    Habit Was the Moat. Agents Are Draining It. Who is on each side Source

  5. Part 09 · The inertia businessesOct 2, 2026

    The creator says he has seen enough: the personal AI agents released over the past month will be a huge paradigm shift for computer usage and a major positive inflection point for technology.

    Habit Was the Moat. Agents Are Draining It. Who is on each side Source

  6. Part 09 · The inertia businessesOct 2, 2026

    After personally using OpenAI's Dots, Meta's Muse and Instinct, the creator says he now has much higher confidence that personal AI agents will be the future of computing and a lift off for a new AI wave, praising how they proactively ping him…

    Habit Was the Moat. Agents Are Draining It. Who is on each side Source

  7. Part 09 · The owner of the agentSep 7, 2026

    With the release of GPT-6 Astra, computer tool use AI has finally become real, and he is now confident AI will soon perform actual software knowledge work tasks better and faster than most humans, with competence accelerating rapidly from here.

    Habit Was the Moat. Agents Are Draining It. Who is on each side

  8. Part 09 · The owner of the agentSep 7, 2026

    As computer tool use rises, AI compute demand will explode just as it did when agentic coding took off, when reasoning models ramped, and when AI chatbots were first released.

    Habit Was the Moat. Agents Are Draining It. Who is on each side

  9. Part 09 · The rails and the atoms

    The CPU under every agent's machine.

    Habit Was the Moat. Agents Are Draining It. Who is on each side Source

In The Buildout

Where Tae Kim appears.

One line per story, from the story itself.

  2. Part 10Who writes the checks

    Tae Kim says OpenAI’s annualized revenue is nearing $70 billion; Axios reported on September 29 that it had grown more than 70% since the start of the third quarter.

    The Bubble Is in the Denominator

Across the DeepStack reading

How often it comes up.

2 sources, 557 claims and 61 texts mention Tae Kim, as of Oct 8, 2026. A count of attention, not a judgment.

Analysis and opinion, not investment advice. What a person argued is reported, not rated; DeepStack shows no score, ranking or accuracy for anyone.