Geoff Woo
speaker
679 appearances
1 recordings
1 series
first heard Jul 2026
last heard 13 Jul
Geoff Woo’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
He was talking about like he needed to buy more DRAM because he was like, like, I'm in China.
I'm like going to visit all these camera factories like I'm.
I need a big check to go buy a bunch of recycled DRAM out of Chinese.
Apparently, there's Chinese suppliers who rip old DRAM ships off of old computer boards.
Of course there is.
And resell them.
And he's like, I need a couple million bucks to just buy all this DRAM.
And then it was also very interesting.
I had a dinner with Sam Altman at OpenAI.
And he just mentioned that he came back from Korea.
He bought 40% of the world's supply of memory.
I think it was maybe public at the time, so it was not like...
So it was just in the moment where there was just like... Like the memory trade.
The memory trade is going to be real.
The memory trade that now everyone's seeing, people knew about it a year ago.
A lot of people made a lot of money doing that trade.
But I think that's a very good salient point around how this is actually...
manifested in like a personal anecdote.
It's like, OK, like I had a couple of top leading practitioners, one with one of the most important AI companies, one just like an early stage startup, each identifying like a very interesting insight.
And how do you piece that together?
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