Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
All-In with Chamath, Jason, Sacks & Friedberg
00:00
Memory Is The Key Bottleneck For AI
- Micron's HBM quarter shows DRAM/HBM is the critical bottleneck for AI because memory capacity and bandwidth determine model performance.
- Micron's supply deals lock 2026 capacity and drive dramatic revenue and pricing power for memory makers.
Play episode from 01:01:47
Transcript
