All-In with Chamath, Jason, Sacks & Friedberg
2025 Predictions with bestie Gavin Baker
Gavin Baker
I think the companies that make high bandwidth memory, going back to we're going to run out of compute, it's actually a pretty shocking stat. High bandwidth memory is a bigger part of NVIDIA's cogs on GPUs than Taiwan CME is. And today there's two companies that can make it, Hynix and Micron. We'll see if Samsung gets their act together.
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