Memory Prices
topic on 4 shows · 4 statements across 4 episodes
Latent Space 
Lenny's Podcast 
Capital Allocators 
20VC
4 statements about Memory Prices, every show
Jain: S&P earnings upgrades from memory price spikes will not last
“I'm now excluding the recent spike in memory prices leading to S&P earnings upgrades. That won't last memories as cyclical as they come.”
Kalinowski: Hardware memory prices will likely double due to supply shocks
“I think prices are gonna double, probably. I don't know on what timeline. If I knew what timeline the prices were gonna double on, I'd be trading, which I'm not very good at. Like, I'd really be, I'd do, be doing a different job if I could predict these things…”
O'Driscoll: Big Tech CapEx increases are largely driven by rising memory prices
“A significant slug of that CapEx raise is for the same physical amount of CapEx Just at a higher price, because the memory portion of anything you're doing has exploded in cost, right?”
O'Laughlin: Memory shortages will price out low-end phones and gaming GPUs
“Memory prices are going to go up so much that we're going to have to choose which exactly. That's the crazy part to me. Historically, memory has never been a constraint like this where I said, actually, you're not going to get your low end. You're not going to…”