DRAM
4 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Dec 9, 2025 by Gavin Baker · across every show →
Everything said about DRAM, oldest first
Dec 9, 2025 bearish
Dec 9, 2025 neutral
Smartphones will run pruned frontier AI models locally within three years
“In three years on a bigger and bulkier phone to fit the amount of DRAM necessary, you know, and the battery won't probably last as long. You will be able to probably run a pruned down version of something like Gemini five or GroK four, GroK 4.1, or, you know, …”
Apr 23, 2026 bullish
Patel: DRAM prices will double or triple from current levels
“DRAM will double or triple from here still, because That's how much capacity is required, and they have to steal capacity from somewhere else, and the only way to steal capacity from somewhere else in a capitalist economy is demand destruction via higher prici…”
Jun 30, 2026
Uberti: Compute costs will drop faster than memory costs due to DRAM limits
“Generally, loading data is very expensive, and doing math is very cheap. And as time goes on, you'll end up finding that math gets cheaper at a rate that is faster than memory gets cheaper, due to this fundamental limit on any kind of DRAM device.”