chips

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 12, 2026 by Ben Thompson · across every show →

Everything said about chips, oldest first

Feb 12, 2026 bearish
Prediction Open · timeframe Dec 2029
Ben Thompson: The tech industry faces a massive chip shortage around 2029
“I think we're looking at a massive short, shortness in chips in 20, 29 or so.”
Ben Thompson Feb 12, 2026 ▶ 1:10:21 Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
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