memory

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 4, 2026 by Thomas Laffont · across every show →

Everything said about memory, oldest first

Jun 4, 2026 bullish

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

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memory

Everything said about memory, oldest first

Turn any episode into a week of clips.