Invest Like the Best with Patrick O'ShaughnessyDylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints

DRAM Prices To Double Again

34:44–35:14 · 30s

Dylan claims DRAM prices will double or triple from here due to constrained capacity until 2028, refuting the idea that the memory story is overplayed.

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