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Steve Ballmer, every mention

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every year anyone Doug O'Laughlin 1

Verbatim, from the transcripts: the passages where Steve Ballmer comes up

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Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis Feb 24, 2026 · 1 mention

  • ▶ 1:26:19 Doug O'Laughlin And like, like remember the 2010 era when it went all the way, but down to like 10 times earnings in the Steve Ballmer era.
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