DRAM

2 statements across 2 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Jun 25, 2026 by Rory O'Driscoll · across every show →

Everything said about DRAM, oldest first

Jun 25, 2026 bearish

Prediction Not checkable as stated

O'Driscoll: AI companies building memory foundries will signal an immediate market collapse

“I really believe what you're saying is if there's the next stage is when someone comes in and says, what we need to do is build a foundry and make our own DRAM. At that point, you'll know the cycle is about to go. Really badly down, you know. If you vertically…”

Rory O'Driscoll Jun 25, 2026 ▶ 1:25:55 DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings

Jul 23, 2026 bearish

Prediction Open · timeframe Jul 2028

O'Driscoll: DRAM Memory Pricing Will Suffer Brutal Collapse in 1-2 Years

“And when that, the big aha for me is when that Pricing breaks. It'll be brutal to the downside, but maybe that's a year, two years from now.”

Rory O'Driscoll Jul 23, 2026 ▶ 1:24:03 Should the US Ban Chinese Open-Source Models | OpenRouter's Chance To Sell | Stripe Buying PayPal

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DRAM

Everything said about DRAM, oldest first

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