RAM

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 31, 2026 by Dave Morin · across every show →

Everything said about RAM, oldest first

Jul 31, 2026 bullish

Assertion Not checkable as stated

Morin: AI Hardware Supply Chain Is Operating at Complete Capacity

“Everyone is compute constrained and everyone You know, at every manufacturer is trying to develop, manufacture chips, RAM, the entire supply chain is operating at, you know, complete capacity to fill the demand.”

Dave Morin Jul 31, 2026 ▶ 34:04 The Lilian Weng Saga, Mental Health Essay Then OpenAI | Meta's AI Ad, China Cracks DUV

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RAM

Everything said about RAM, oldest first

Turn any episode into a week of clips.