All-In with Chamath, Jason, Sacks & Friedberg
2025 Predictions with bestie Gavin Baker
Gavin Baker
But HBM memory, it's in NVIDIA GPUs, AMD GPUs, Amazon Terraniums. And particularly in a world of test time compute and inference being so important, HiBen with memory is arguably more important than it ever was. And it's been sold out for the last two years. So HiBen with memory would be my pick.
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