SanDisk, every mention
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tap a year for its mentions
every year anyone John Coogan 2
Verbatim, from the transcripts: the passages where SanDisk comes up
The Collapse of Situational Awareness, Ferrari Luce Stays on Track for 2026 | Diet TBPN
- ▶ 1:33 John Coogan In AI infrastructure companies, including Nebius, SanDisk, Micron, and CoreWeave, while also betting against software companies such as Adobe.
Apple’s MacBook Neo, OpenAI’s Pentagon Agreement, Anthropic’s Investors Silent on DoW | Diet TBPN
- ▶ 24:52 unnamed speaker WDC, STX, SNDK, MU, all still vulnerable.
Thursday's Diet TBPN
- ▶ 21:41 unnamed speaker You literally bit up SanDisk, WTF.
DJI Suspicions, Stargate Turmoil, OpenAI Operator, F40 for the Mind
- ▶ 29:18 John Coogan Three D robotics, which has funding from the likes of Qualcomm and SanDisk is well into its game of catch up and has