Dwarkesh Patel

speaker

19,288 appearances 62 recordings 3 series first heard Feb 2024 last heard 17 Sep

Dwarkesh Patel’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 27 in all, peaking in Jun 2026 with 6.

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Smartphone volume will go down 30% because there's not enough memory.

Hyperscalers are spending... This is shocking.

Dylan said they're spending 50%.

of their CapEx this year.

On memory?

On memory.

That's believable.

What is hyperscaler CapEx?

It's like high hundreds of billions, maybe a trillion.

And they're spending half of that on memory.

Okay, so that is a huge constraint.

That's why we're not going to get new laptops and phones this year.

But at the same time, we have too much memory.

People are willing to put too much memory into these systems.

Right.

Why is JetSense shoving all this memory into these racks?

if you don't need it.

This is how big the train that takes up every 20 milliseconds is.

Yeah, and sorry, a very basic question.

This is what is actually done?

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