memory

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Aug 4, 2026 by Gavin Baker · across every show →

Everything said about memory, oldest first

Aug 4, 2026 positive

Insight

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

Aug 25, 2026 bearish

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

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memory

Everything said about memory, oldest first

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