Micron Technology

also referred to as: micron

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement May 26, 2026 by Andrew Feldman · said 18 times in 11 episodes since 2025 · across every show →

Mentions by year

brought up most by Harry Stebbings (4), Andrew Feldman (4), Rory O'Driscoll (3), Aravind Srinivas (3), Jason Lemkin (2), Jonathan Ross (1)

tap a year for its mentions
008415820252026episodesmentions
04820252026episodes it came up in
00142820252026episodesmentions per episode
2026 15 mentions in 8 episodes 2 per episode
2025 3 mentions in 3 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Micron Technology, oldest first

May 26, 2026 neutral
Assertion Supported
Feldman claims Micron achieves software-like 80% to 85% margins on memory
“Micron is producing numbers where they have 80, 85% gross margins. I mean, they're getting software gross margins on making memory.”
Andrew Feldman May 26, 2026 ▶ 8:17 Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings
Jun 15, 2026 bullish
Prediction Not checkable as stated
Micron might surpass Meta in valuation within 12 months
“It might not be inconceivable that Micron, the supplier of HPMs, might be more valuable than Meta in the next six to 12 months.”
Aravind Srinivas Jun 15, 2026 ▶ 38:23 Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.