V-A

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 24, 2026 by Doug O'Laughlin · across every show →

Everything said about V-A, oldest first

Feb 24, 2026 bearish
Prediction Not checkable as stated
O'Laughlin: TPU v8 will not compete as well against Nvidia Rubin
“V-A we just don't think will be as competitive to Ruben, and that's when your special window starts to close.”
Doug O'Laughlin Feb 24, 2026 ▶ 1:38:59 Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis
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