Neal Freiman

So it's just wrecking companies, these consumer gadget companies, left and right.

So we didn't even talk about the prices, right?

This is why Nintendo and Apple are getting crushed because they're saying, well, we are paying so much more for memory.

So here's what we're talking about.

We're talking like this price chart is the opposite of Nintendo's stock chart.

The cost of one type of DRAM was up 75%.

From December to January, in the span of one month, the cost of this type of memory jumped 75%.

And then you have contract prices for DRAM and another kind of memory, NAND flash.

They're up 600% over the last 12 months.

That's a seven-fold increase.

So if you're a company and you need memory to go into one of your products,

You either are going to raise the cost of your product or you're just not going to sell it altogether.

And you see Dell and you see other PC and smartphone makers like Xiaomi in China saying, well, I'm not even going to offer this particular product with this type of memory because I just can't make it profitably.

Is this just the marketing playbook now for a video generator?

You come out with an AI video generator, whether you're OpenAI or Midjourney or Google or

ByteDance and you just let the users rip copyright and you get all this press because everyone's saying, oh, look at what Mickey Mouse and Goofy are doing.

And then you get Disney sending a cease and desist letter.

I feel like we've repeated this a million times, but it does drum up a lot of excitement for these particular products.

And then, you know, the companies that make them kind of go back with the tail between their legs saying, oh, you know, this is so sad.

We're going to crack down on this copyright infringement.