depreciation
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 6, 2025 by Andrew Feldman · across every show →
Everything said about depreciation, oldest first
Oct 6, 2025
Feldman: Chip depreciation is driven by generational performance jumps, not calendar time
“The question of depreciation is how much faster are future generations than the current generation? That's the actual question on depreciation. Because what you're, with depreciation, you're saying, at some point, it's no longer worth using a part that's fully…”