The WAN Show We Lost A Good One Bois - WAN Show December 5, 2025
48 snips
Dec 5, 2025 This week, the hosts dive into Micron's exit from the consumer RAM market and the implications for competition. They also discuss Netflix's controversial casting removal and a major acquisition of Warner Bros. The celebration of Intel's GPU market share hitting 1% brings excitement, followed by a discussion on Thunderbolt vs. USB-C docks. Additionally, they explore the New York algorithmic pricing law and the impact of AI crawlers on site traffic. Personal anecdotes and tech detox challenges add a lighter touch to the tech-heavy conversation.
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Micron Exits Consumer Market
- Micron is exiting the Crucial consumer brand to prioritize higher-margin AI and enterprise customers.
- Linus and Luke warn this reduces retail competition and may pressure consumer prices upward.
Why Linus Trusted Crucial SSDs
- Linus prefers buying trusted SSD brands because NAND reliability varies and random brands can be risky.
- He values Crucial historically for dependable drives even when not top-performing.
DRAM Is Commodity — But Volatile
- DRAM behaves like a commodity with cyclical shortages and price-fixing history.
- Long-term trend still drives prices down, but AI demand and constrained wafers can sustain a prolonged spike.
