Gregory Carr
speaker
2,075 appearances
6 recordings
6 series
first heard Dec 2025
last heard 7 Jul
Gregory Carr’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 — 6 in all, peaking in Jun 2026 with 4.
Appearances
I think these frontier model companies should think very, very carefully about ASICs and the incentive that creates for NVIDIA.
On the model perspective?
I hope that by the- David, can I ask?
Do you think Dario got exactly what he wanted?
It seems to me there's some chance this has been a very calculated strategy to provoke the US government
into doing what they just did, and this is what he wants.
He has a regulatory moat now.
He can keep his future models behind this, you know, give it out to Glasswing, use it to distill it for themselves.
Do you think this is what they wanted?
No, well, one, DRAM is the most important bottleneck.
There's a whole segment of people on X who are very focused on bottlenecks.
I call them the bottleneck bros.
They'll do some work with Claude, find some esoteric Japanese company.
The bottleneck that matters is DRAM.
And DRAM and HBM DRAM, this is the most important bottleneck simply because memory capacity and bandwidth are foundational to the performance of every AI model.
So this is the most important bottleneck.
Elon is focusing the TeraFab on memory because he sees it as the most important bottleneck.
Not lasers, not capacitors, not power supply semiconductors, not NAND flash, not HDDs, DRAM.
uh and i think this bottleneck is going to be with us for a while and it is kind of astonishing so i think so a few thoughts like what was important about the quarter they announced that they have these sca's these supply chain agreements that have a floor and a ceiling for prices with an increasingly large group of large customers and this covers essentially 50 of their revenue i think with just four customers and the floor pricing
these new contracts is ahead of prior cycle peaks from a gross margin perspective and so this is really i think pretty maybe end up being very transformational for the industry most other parts of the semiconductor supply chain have re-rated you know lamb research
Showing 381–400 of 2,075 · page 20 of 104
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