Steve Burke
speaker
449 appearances
1 recordings
1 series
first heard Jul 2026
last heard 15 Jul
Steve Burke’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
Not quite.
I don't know if they've, how far they've fallen, but they were at one point a billion dollar market gap.
And at point being like, these aren't nobodies who want the memory and they're struggling to, to get the memory suppliers to talk to them.
They're like, they're serious players.
roger it is i don't think i've seen roger classic british british beautiful british phrase i was gonna say like when i took uh british literature and before i dropped out of college is the last time i read that yeah um i think the the in the memory supply typically contracts they do set
a ceiling and my understanding is the way the contract works if you're lucky enough to get one is that you're offered the supply and you have to buy it or you have to pay a penalty basically yeah take or pay right yeah yeah that's it just feels like the natural end of this is going to be horrifying it's just going to be it's going to be because they're going to be sitting on all this high bandwidth memory
Yeah.
If they can't find devices to put it in and they oversupply, then it'll be the same type of apocalypse we've seen in the past.
I mean, in 2016, typically, though, this benefits consumers on the crashing side of the wave because it becomes commoditized.
You can get it super cheap.
I'm not sure what happens here because...
One, we've already reset the expectations like we were talking about.
So there's already been a regression in the technology.
That'll take a few years to kind of get back to where we were.
But then also, whatever crash happens next seems like it's not going to be isolated to the memory industry, right?
It seems like it'll be a...
I sent you a photo during Computex of NVIDIA's advertisement in Taipei that said, it all starts here.
Do you remember what you replied with?
No, I do not.
You replied with, it, parentheses, next global financial crisis.
Showing 341–360 of 449 · page 18 of 23
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