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memory

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Mar 28, 2025 by Jordan Schneider · across every show →

Everything said about memory, oldest first

Mar 28, 2025 bullish
Prediction Not checkable as stated
Schneider: Chinese stockpiled memory chips will last at least two years
“There's a whole lot of memory sitting, sitting in warehouses and in China that they'll be good through for at least the next two years.”
Jordan Schneider Mar 28, 2025 ▶ 22:53 Jordan Schneider (ChinaTalk) On the US-China Power Struggle
Feb 20, 2026 negative
Assertion Not checkable as stated
Luckey notes that sourcing memory remains a major consumer hardware bottleneck
“There's a lot of consumer hardware right now where people are trying to buy memory, and it's a huge problem.”
Palmer Luckey Feb 20, 2026 ▶ 13:18 Palmer Luckey: Why I Started My Own Bank
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