Memory

topic on 20 shows · 41 statements across 38 episodes · said 8 times in 1 episodes since 2022

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41 statements about Memory, every show

Isenberg: Companies should train AI agents like new hires using memory corrections
“And you train these agents the same way you train a new hire. You start with small tasks, you watch at work, you correct the mistakes, You add the correction to memory, because now we have memory, and then you expand the scope as you increase your comfort leve…”
Greg Isenberg Aug 31, 2026 ▶ 15:47 Marketing Engineer: The $1M Job with AI Agents
INVEST LIKE THE BEST Prediction Open · timeframe Aug 2029
Memory Shortages Will Force Apple to Cut iPhone Memory and Raise Prices
“I think they're gonna make everything else more expensive. I think that iPhones will cut their memory, iPhones are gonna go up in price, and we're just gonna deal with it.”
Neil Movva Aug 25, 2026 ▶ 1:20:19 Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
Krentsel: Agent logic belongs in the executor while state belongs in harness
“The way you choose to record or inject memory lives in the executor, but the actual memories themselves go down in the exo harness as artifacts for that conversation or for that agent. And so it's kind of like the, how you do things is defined in the executor.…”
Alex Krentsel Aug 15, 2026 ▶ 26:44 Exo: Harnesses should see their own code and logs — Alex Krentsel, UC Berekeley / Google Research
a16z Prediction Not checkable as stated
Garry Tan: Next computing form factor will clearly be voice and memory
“I think in the short term it'll probably keep looking like the way it is, but it seems inconceivable that it'll stay that form factor. Like, it's pretty clearly going to be voice. I think there's a lot around memory.”
Garry Tan Aug 11, 2026 ▶ 41:48 Garry Tan: New Rules for Founders
Baker: Memory per FLOP is the #1 driver of AI token output
“Memory is, the more memory you put, With flop for a given unit of compute, the more tokens you get out. It's the single most important thing you could do to increase kind of token output per unit of compute.”
Gavin Baker Aug 4, 2026 ▶ 38:49 Why the Markets Are Pricing AI Wrong | Gavin Baker · Invest Like The Best
SOURCERY Prediction Not checkable as stated
Tony Kim: Memory primacy will surpass pure compute in upcoming AI architectures
“Today we're all talking about compute, compute, compute. I think the primacy of memory will become even more important.”
Tony Kim Jul 24, 2026 ▶ 14:18 BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
STARTUP IDEAS Assertion Partly supported
Isenberg: Memory Hardware and AI Token Prices Are Not Getting Cheaper
“Because, you know, the price of memory isn't getting cheaper. And the price of tokens aren't getting cheaper.”
Greg Isenberg Jun 23, 2026 ▶ 14:21 GLM 5.2: What you need to know
NO PRIORS Assertion Not checkable as stated
Tan: Memory is the biggest AI bottleneck and takes years to fix
“Everybody know right now, memory is the biggest shortage. And everybody tried to scramble for memory. And then even though you want to build a fab to capacity increase, it would take a couple of years to do that.”
Lip-Bu Tan Jun 18, 2026 ▶ 12:13 Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan
ALL-IN Prediction Not checkable as stated
Laffont: Memory required per user could quintuple due to AI demands
“So we think ultimately that in this era, the amount of memory per user could quintuple just based on the demand that these AI systems are requiring to provide their services.”
Thomas Laffont Jun 4, 2026 ▶ 14:22 Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
SOURCERY Assertion Supported
Rangwalla: Memory supply agreements feature guaranteed commitments through 2029–2030
“And now, you know, in the case of memory, for example, you're now hearing Supply agreements, like, guaranteed commitments through 29, twenty-thirty.”
Jaimin Rangwalla May 15, 2026 ▶ 6:26 Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea
SOURCERY Prediction Not checkable as stated
Rangwalla: Rise of AI agents is driving massive CPU and memory demand
“And so I think that that is just creating a massive need for more CPUs and more memory. And we're seeing that we're actually just at the beginning of that. I think agents is really what is driving that.”
Jaimin Rangwalla May 15, 2026 ▶ 28:28 Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea
SOURCERY Insight
Rangwalla: AI buildout is hindered by unprecedented simultaneous bottlenecks across sectors
“I mean, it's, I've never seen so many bottlenecks at the same time, and I think that is what makes it so hard, because if it's just one vertical slice that's the bottleneck, you can say, okay, well, if they put enough dollars in, they'll be able to solve the b…”
Jaimin Rangwalla May 15, 2026 ▶ 41:57 Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea
Sam Lessin argues energy and memory are where AI money is made
“Actually this, it's going to be energy and memory. Energy and memory is where the money is made.”
Sam Lessin May 1, 2026 ▶ 44:25 Elon Musk vs OpenAI Trial, Google Cloud Surge, Meta’s Blocked Acquisition, Anthropic Winning · More or Less Podcast
Hassabis: Information retrieval costs remain non-trivial even in massive context windows
“Even though we're working on machines, not biological brains, and so potentially you could have, you know, millions or tens of millions size context window or memory, and it can be perfect. There's still a cost to looking it up and finding the right thing that…”
Demis Hassabis Apr 29, 2026 ▶ 4:42 Demis Hassabis: Agents, AGI & The Next Big Scientific Breakthrough · Y Combinator
Swix: Personalization and memory are the most important jobs of an Agent OS
“I think personalization and memory is probably like the single most important job of the OS.”
Shawn Wang Mar 20, 2026 ▶ 50:20 Dreamer: the Agent OS for Everyone — David Singleton
MORE OR LESS Assertion Supported
Morin: Data shows AI tool usage degrades human memory and problem-solving
“Well, it's not only anxiety, Jess, but like there's actual now data coming out that people have been measuring people's, not only their memory, but their problem solving, like their constructive thinking and people, the more people are using all these AI tools…”
Brit Morin Mar 20, 2026 ▶ 6:21 Nvidia’s GTC Was “Taylor Swift for Straight Men” (Apple, OpenAI, and OpenClaw News) · More or Less Podcast
BIGDEAL Assertion Supported
Eyal: Recalling a memory actively revises it in the brain
“Every time you think of a memory, you are actually revising it in your brain.”
Nir Eyal Mar 19, 2026 ▶ 32:26 How To Stay Focused, Beat Distraction, and Get Things Done | Nir Eyal
MAD Insight
Harrison Chase: AI evals and prompt optimization are closely tied, unlike memory
“I guess evals and prompt optimization are pretty closely tied, but like evals and memory are actually not at all tied.”
Harrison Chase Mar 12, 2026 ▶ 43:25 Everything Gets Rebuilt: The New AI Agent Stack | Harrison Chase, LangChain
NEON SHOW Prediction Not checkable as stated
Kamath: Future AI will decouple infinite memory from small-model compute
“The way we see the future is you will separate memory from intelligence. So the memory will be captured by infinite layers and the intelligence will be captured by finite layers of, you know, intelligence and that small model that has those finite layers that …”
Sudarshan Kamath Mar 6, 2026 ▶ 47:32 Where SMALL models will Win | Sudarshan kamath, Smallest ai
TBPN Assertion Not checkable as stated
Luckey notes that sourcing memory remains a major consumer hardware bottleneck
“There's a lot of consumer hardware right now where people are trying to buy memory, and it's a huge problem.”
Palmer Luckey Feb 20, 2026 ▶ 13:18 Palmer Luckey: Why I Started My Own Bank
Garry Tan: AI Memory Is Becoming a Moat for Consumer Products
“I think memory is turning into an actual moat for like that consumer experience.”
Garry Tan Dec 22, 2025 ▶ 5:20 The Truth About The AI Bubble · Y Combinator
Evans: Memory in AI chatbots creates stickiness, not network effects
“Memory is a feature and a stickiness, not network effect.”
Benedict Evans Dec 20, 2025 ▶ 8:26 How does OpenAI compete?
BIG TECHNOLOGY Prediction Not checkable as stated
Altman: AI will remember every detail of a user's life
“AI is definitely gonna be able to do that. And we actually talk a lot about this. Like right now, memory is still very crude, very early. We're in like the, you know, the GPT-II era of memory, but what it's gonna be like when it really does remember every deta…”
Sam Altman Dec 18, 2025 ▶ 15:26 Sam Altman: How OpenAI Wins, ChatGPT’s Future, AI Buildout Logic, IPO in 2026?
Altman: Current AI memory is in the 'GPT-2 era'
“We're in like the, you know, the GPT-II era of memory”
Sam Altman Dec 18, 2025 ▶ 15:32 Sam Altman: How OpenAI Wins, ChatGPT’s Future, AI Buildout Logic, IPO in 2026?
Time Only Feels Fast Because People Forget Their Daily Experiences
“So when we talk about how time flies, it doesn't actually fly. That's just nonsense. What happens is it just gets forgotten. So we look at a full year, 365 days, and we reduce it to 50 days or 50 moments or 20 moments. That's why time feels like it flies.”
Matthew Dicks Dec 15, 2025 ▶ 25:31 Matthew Dicks – Storytelling Mastery (EP.477)
NO PRIORS Insight
Zelikman: AI field underinvests in memory due to task-centric training regimes
“I would say that memory is definitely like a feature that has been under, under-invested in by the field. But I would say that it is kind of difficult to invest in memory in this very, like, task-centric regime. Because if you have, like, A bunch of these, lik…”
Eric Zelikman Oct 9, 2025 ▶ 32:13 No Priors Ep. 135 | With Humans& Founder Eric Zelikman
20VC Opinion
Flanagan: Memory is an LLM's most defensible feature
“I think it's the most defensible part of an LLM.”
Kieran Flanagan Jul 11, 2025 ▶ 32:58 20Growth: The Death of Growth Teams? | How Hubspot Use AI to Triple Email Conversion | The Future of AI SEO | Why Prompt Engineering is the New Coding | What Every CMO Needs to Know About AI in 2025
Green: AI's biggest unlocks will come from cumulative memory intuiting forward
“The real crazy unlocks come from the ability to take that memory that builds over time and intuit it forward.”
Kirsten Green Jun 27, 2025 ▶ 5:18 Legendary Consumer VC Predicts The Future Of AI Products · Y Combinator
Packer: Persistent memory is fundamentally required to scale sleep-time compute
“I think with the stateful agents thing in particular, I think one interesting thing about scaling sleep time compute is you need memory for it. You just fundamentally cannot do this sort of scaling without memory. Memory is like, you know, kind of table stakes…”
Charles Packer Apr 21, 2025 ▶ 32:44 Sleep-Time Compute — Letta AI (Charles Packer, Charlie Snell, Kevin Lin)
TBPN Prediction Not checkable as stated
Schneider: Chinese stockpiled memory chips will last at least two years
“There's a whole lot of memory sitting, sitting in warehouses and in China that they'll be good through for at least the next two years.”
Jordan Schneider Mar 28, 2025 ▶ 22:53 Jordan Schneider (ChinaTalk) On the US-China Power Struggle
BG2 Prediction Held up
Gerstner: GPT-5 will introduce early memory and agentic actions
“Like I think in GPT-V, it's not going to be the final state, but I think you're going to see the beginnings of memory and the beginnings of actions. Right. And this is, you know, months away and you and I have a bet on this.”
Brad Gerstner Apr 29, 2024 ▶ 43:06 Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
MORE OR LESS Prediction Not checkable as stated
Britt Morin: Humans will lose cognitive memory in 2024 due to AI
“And I think next year we're also going to start losing our memory. And I think we're going to lose our memory more because AI is going to start handling so much stuff for us and remembering stuff for us.”
Brit Morin Dec 22, 2023 ▶ 44:59 #28: What We Got Right and Wrong in ’23 and Calls for ’24 · More or Less Podcast
NO PRIORS Disclosure
Character.AI Prioritizes Model Memory So Chatbots Can Remember Users
“Some of the things we want to work on the most are like memory cause you know, our users definitely want their virtual friends to remember them.”
Noam Shazeer Apr 25, 2023 ▶ 11:33 No Priors Ep. 12 | With Noam Shazeer
a16z Assertion Supported
Wozniak: Memory to store a single song cost nearly $1M initially
“The amount of memory that would hold a song Haas. You know, we were back in the days of tape. It cost about a million dollars, a good fraction of a million dollars.”
Steve Wozniak Dec 27, 2022 ▶ 27:03 a16z Podcast: Best Clips of 2022
a16z Insight
Rahul Vohra: The best games leverage emotion as memory's foundation
“The best games create strong emotions, because emotions are the foundation of our memory.”
Rahul Vohra Jan 13, 2020 ▶ 5:08 Superhuman's Founder on How to Move Beyond Gamification
Headlee: Brain Softens Memories of Pain to Prevent Psychological Dysfunction
“The fact of the matter is, is that when we experience in any kind of pain or travail, your brain immediately Gets to work on softening that memory. Literally right after it happened. And that's a really good reason, because if we actually remembered pain to it…”
Celeste Headlee Feb 5, 2019 ▶ 1:06:46 #51 Celeste Headlee: The Dying Art of Conversation
a16z Assertion Contradicted
Computer memory costs drop 50 percent every eight months
“The cost is decreasing very fast. It's about every eight months, the cost decreased by 50%.”
Haoyuan 'H.Y.' Li Jan 2, 2019 ▶ 11:25 a16z Podcast | The Storage Renaissance
a16z What-if
Nguyen: Apache Spark Would Have Failed Earlier Due to Memory Costs
“Now Spark, if it was created six, five, six years before its time would have completely failed because memory was so much more expensive.”
Christopher Nguyen Jan 2, 2019 ▶ 14:45 a16z Podcast | Making Sense of Big Data, Machine Learning, and Deep Learning
Arbesman: Relying on Google over memory ensures more up-to-date knowledge
“When people talk about how the internet and Google is ruining our brains or our memories I am actually much more positively inclined towards those technologies simply because it, if we don't necessarily have as good memories anymore, It means that we now actua…”
Sam Arbesman Nov 28, 2016 ▶ 4:32 #15 Samuel Arbesman: Future-Proof Your Knowledge
20VC Assertion Partly supported
Structuring information into a narrative increases memory retention fivefold
“Narrative is like one of the fundamental principles of memory. You know, it turns something into a story. It's five times more, more memorable.”
Ed Cooke Nov 18, 2016 ▶ 15:56 20VC: Ed Cooke, Grandmaster of Memory on What Is Missing In EdTech? What Does The Integration Of AI & Education Look Like & The Core Pillars Of Optimising Memory
MAD Assertion Not checkable as stated
Frenkiel: Moving data from disk to memory yields a 50x speedup
“Just putting data from disk into memory, you'll see, you know, on the order of a 50 x improvement.”
Eric (MemSQL) Dec 5, 2013 ▶ 23:55 Panel discussion // Data Driven NYC #13 // Dec 2012

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