storage

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

Everything said about storage, oldest first

May 1, 2026 bullish
Assertion Not checkable as stated
Dave Morin claims technology storage hardware is completely sold out worldwide
“Storage all the way up and down the stack is, like, sold out worldwide.”
Dave Morin May 1, 2026 ▶ 43:12 Elon Musk vs OpenAI Trial, Google Cloud Surge, Meta’s Blocked Acquisition, Anthropic Winning · More or Less Podcast
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