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.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
If you hear three times, just buy, you research later.
Yeah.
I mean, one thing I think about now is that like now the memory trade is like fairly well understood and like pretty fairly priced.
But I think the thing I think about is that is it actually a structural shift or is it cyclical?
And I think this is also relates and I think about this also in line of like GPU CPU CPU ratios.
One thing that I've been thinking about is that like the GPU trade did really well.
But I think what's less understood is that like Cognition, another one of our portfolio companies, Scott and Russell are crushing it there.
they're, I would say, leading on cloud agents for development.
So right now, if you're running single agent inference, you use a lot more GPUs, but you have one single thread.
But if you're just orchestrating 1,000 agents, each on their own Docker cluster or Kubernetes cluster, you need a lot more CPUs.
So it's like you already see Intel AMD trading up because I think people are starting to realize maybe it's instead of like 8 to 1 GPU to CPU, maybe it gets 1 to 1 CPU to GPU.
And I think the question is like, is that expressed in the market?
Am I too smart?
Am I too late?
Is it fairly priced in?
So I think there's something that I'm thinking about there, but also to memory.
If we really see like more humanoids than humans,
I think you still have 100x more memory to go, right?
So it's just like, are we too early for that next structural shift?
For like, yeah, maybe Micron and SK Hynix should be like $10 trillion companies.
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