SK Hynix, every mention
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every year anyone Harry Stebbings 10Aravind Srinivas 2Andrew Feldman 2Jonathan Ross 1
Verbatim, from the transcripts: the passages where SK Hynix comes up
Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
- ▶ 1:06:03 Harry Stebbings I, do you know what I, the thing I am slightly amused by is right after everyone at SK Hynix and Samsung took home like mega bonuses, then the market crashed.
Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
- ▶ 30:50 Harry Stebbings Etched is the challenger to NVIDIA in many respects, and they raised three hundred million dollars Series C led by Sequoia, um, and the team there, with Jane Street, Andreessen, SK Hynix coming in, um,
Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings
- ▶ 0:25 Harry Stebbings And then number three, SK Hynix prices a
- ▶ 36:29 Harry Stebbings Um, the infrastructure of the Powers Foundation models, SK Hynix, NASDAQ listing. 5 times in the scene
Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
- ▶ 1:12:07 Aravind Srinivas SK Hynix and Samsung are worth a trillion last, last couple of weeks. 2 times in the scene
Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings
- ▶ 8:06 Andrew Feldman But that HBM is made by Samsung and Micron and Hynix.
Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
- ▶ 1:06:52 Harry Stebbings Rory, can I just ask you, sorry, should I be buying Micron and SK Hynix?
- ▶ 1:08:43 unnamed speaker So I'm sure Samsung and SK Hynix, even as we speak, are digging holes in the ground in Korea.
Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
- ▶ 28:35 Harry Stebbings This number has only been matched by AI infra companies NVIDIA, Micron, and SK Hynix.
Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings
- ▶ 26:44 unnamed speaker And you're loyal to Samsung for 30 seconds, and then, you know, it's an embedded product, so the end user doesn't care, and six months later, the prices have gone down to Tom's point, not kind of 10% decline, but a 50, 80% decline, and…
Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance · 20VC with Harry Stebbings
- ▶ 9:04 Andrew Feldman And that's SK, right?
Jonathan Ross, Founder & CEO @ Groq: NVIDIA vs Groq - The Future of Training vs Inference | E1260 · 20VC with Harry Stebbings
- ▶ 17:23 Jonathan Ross Um, SK Hynix, Samsung, and Micron.