Memory Makers

topic on 2 shows · 2 statements across 2 episodes

2 statements about Memory Makers, every show

20VC Prediction Open · timeframe Jul 2031

O'Driscoll: AI memory chip supercycle will outlast normal cycles before correcting

“I think it'll last a little longer than the typical cycle, but in the end it'll, I mean, at some point it does correct. You're not going to have the memory makers Earning 70%, not net margins, not gross margins, net margins forever.”

Rory O'Driscoll Jul 16, 2026 ▶ 39:24 Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings

TBPN Assertion Partly supported

Patel: Memory chip manufacturers have built no new fabs since 2022

“The memory makers, in fact, have just not expanded capacity, basically, they have not built new fabs since twenty-twenty-two.”

Dylan Patel Feb 3, 2026 ▶ 19:29 FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI

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Memory Makers

2 statements about Memory Makers, every show

Turn any episode into a week of clips.