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Guest presenting thesis that physical supply chain (wafers, memory, fabs) will capture more value than software labs; discusses memory pricing and chip fabrication.
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AI:AM Highlights: Clean Neurons, Black October, the GPU Credit Crunch, and Buying the Supply Chain
The Cognitive RevolutioncautiousOct 24, 2026
“Guest presenting thesis that physical supply chain (wafers, memory, fabs) will capture more value than software labs; discusses memory pricing and chip fabrication.”