Electronic Components

topic on 2 shows · 2 statements across 2 episodes

All-In David Senra

2 statements about Electronic Components, every show

Fast inventory turns create massive structural cost advantages in deflationary hardware markets
“Now, the other reason this is important is because it turns out that the price of electronic components Generally goes down, right? And, you know, it's a pretty predictable thing. And so if our components are five days old, and the competitor's components are …”
Michael Dell Oct 12, 2025 ▶ 1:04:10 Michael Dell, Dell Technologies | David Senra
ALL-IN Prediction Not checkable as stated
Friedberg: Electronic components will likely be first redesigned with superconductors
“And the first thing that would be changed is likely electronic components. So we would take electronic components and redesign them using superconducting material that would allow you to reduce heat loss and energy loss.”
David Friedberg Aug 4, 2023 ▶ 7:16 E140: LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again

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