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
They're doing a pattern that only psychopaths would do on a pizza, which is making a bunch of squares.
And so they cut it into the squares.
That's called dicing.
And then each of those pieces, the squares that yield from that, those are the dyes.
And so if you were to pull up an image of any GPU...
Typically, you'll see one large, it's called a monolithic die, which means one singular sort of piece of shiny, reflective, silicon mirror-like finish.
That's your die.
And then for memory, same exact concept, just a lot smaller.
I think so.
You don't think they're... You don't think that... Is that not enough?
I think they need more, don't you?
They should get 95%.
Well, it's just kind of... 95?
Why are you setting the...
They should get 110% margins.
Like Crimea River, you know?
order too much ram and then people cancel their orders like what happened what happened last time it is cyclical um yeah so it's cyclical i will say right now is nothing like i've ever seen and we spoke to a bunch of companies purchasers of memory like g skill and corsair who sell the sticks of ram that you put in a computer and those guys are telling us on record that um likewise they've never this is not like part of the cycle this is special and uh as for
How is it different?
The difference is how much.
The difference is the percentage increase it is this time.
Showing 141–160 of 449 · page 8 of 23
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