James Van Geelen

speaker

74 appearances 1 recordings 1 series first heard Jun 2026 last heard 20 Jun

James Van Geelen’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

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Odd Lots · How Substack Creators Are Covering This Strange Markets Era · 20 Jun 2026 podcast

And then if you can add into that something that the model can't do with a query, they can't be out in the real world, then it's going out in the real world.

If in five years the robots come and then the models can go out in the real world, we'll have to find something else that they can't do.

I think that it's very important that we continue to sell chips to China.

I think that if you were to cut China completely off from chips or crack down on some of the smuggling, there's like a Sun Tzu thing about you build your enemy a golden bridge upon which to retreat.

I think it's very similar here where we don't really want to encourage even more capacity for China to take the reins in AI.

And if we can control certain aspects of the infrastructure stack, then the US absolutely should.

I think that the next thing that we'll see, and this is like a really, I think, kind of spicy take.

If you were to look at the price action of the memory complex, I think that we will see within the next like Chinese deep seek moment will not be about a model.

It will be about hardware.

That's a good take.

So is it?

Oh, really?

Joe knows about takes.

Clearly you don't know SK Hynix.

I think, you know, everyone's kind of piling into the bottleneck trade, so to speak.

And I think there's kind of a new vintage of investors that are doing this bottleneck investing without the awareness that bottlenecks are made to be widened.

And I think that what's going to happen if we continue to see this kind of meteoric rise in DRAM prices is that just like every other technological bottleneck, there will be a bunch of nerds in their basement that are very, very incentivized to fix this.

And there are many ways that you can do that.

One is, you know, you match flash bandwidth to DRAM.

It's 100 times cheaper, like it's possible.

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