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← The reason we cannot simply make more memory is that there is nowhere…
17 connected korrents · 16 moments on record from 2 Apr 2021 to 7 Sept 2026.
Everything filed under energy
energy
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batteries
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semiconductors
Everything filed under semiconductors
semiconductors Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this korrent: The reason we cannot simply make more memory is that there is nowhere to put the tools, and a fab takes two years to build. The reason we cannot simply make more memory is that there is nowhere to put the tools, and a fab takes two years to build. Last stated 6 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: The rush to build high-bandwidth memory starves ordinary DRAM and NAND of capacity, so AI demand tightens the memory markets it never touches. — tap to centre the map on it The rush to build high-bandwidth memory starves ordinary DRAM and NAND of capacity, so AI demand tightens the memory markets it never touches. Last stated 3 years ago
3 Mar 2024
DO
Doug O'Laughlin — holds since 2024-03-03 — tap for who they are
Same subject: Chips made on older process nodes have to get more expensive, because a new fab cannot make money selling at prices a fully depreciated fab set. — tap to centre the map on it Chips made on older process nodes have to get more expensive, because a new fab cannot make money selling at prices a fully depreciated fab set. Last stated a year ago
4 Sept 2025
DO
Doug O'Laughlin — holds since 2021-11-22 — tap for who they are
DO
Doug O'Laughlin — no longer holds since 2025-09-04 — tap for who they are
Same subject: The chip industry split into fabless designers and a handful of foundries because fabs got too expensive to own, not because anyone chose that structure. — tap to centre the map on it The chip industry split into fabless designers and a handful of foundries because fabs got too expensive to own, not because anyone chose that structure. Last stated 2 years ago
3 May 2024
BP
Brian Potter — holds since 2024-05-03 — tap for who they are
Same subject: The world can make roughly 200 gigawatts of AI chips a year by 2030, which makes a gigawatt a week a plausible quarter of the market rather than a fantasy. — tap to centre the map on it The world can make roughly 200 gigawatts of AI chips a year by 2030, which makes a gigawatt a week a plausible quarter of the market rather than a fantasy. Last stated 6 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: Hundreds of billions of dollars of AI value rest on about a billion dollars of lithography tooling that cannot be scaled quickly. — tap to centre the map on it Hundreds of billions of dollars of AI value rest on about a billion dollars of lithography tooling that cannot be scaled quickly. Last stated 6 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: Chipmakers are consolidating into a few strategically important firms, so a fab is now a geopolitical asset rather than an industrial one. — tap to centre the map on it Chipmakers are consolidating into a few strategically important firms, so a fab is now a geopolitical asset rather than an industrial one. Last stated 5 years ago
22 Nov 2021
DO
Doug O'Laughlin — holds since 2021-11-22 — tap for who they are
Same subject: Semiconductor infrastructure has not kept up with AI's growth, and closing that gap needs capacity built in unconventional ways. — tap to centre the map on it Semiconductor infrastructure has not kept up with AI's growth, and closing that gap needs capacity built in unconventional ways. Last stated 3 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: Chips are getting more expensive mainly because they take more process steps, not because the tools got dearer. — tap to centre the map on it Chips are getting more expensive mainly because they take more process steps, not because the tools got dearer. Last stated 5 years ago
22 Nov 2021
DO
Doug O'Laughlin — holds since 2021-11-22 — tap for who they are
Same subject: "Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant. — tap to centre the map on it "Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant. Last stated 2 months ago
30 Jun 2026
CS
Chris Smaje — holds since 2026-06-30 — tap for who they are
Same subject: A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated. — tap to centre the map on it A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated. Last stated 3 months ago
4 Jun 2026
AI
Alex Imas — holds since 2026-06-04 — tap for who they are
Same subject: A future of constrained energy will need more people working the land, and that is not the same as going back to the past. — tap to centre the map on it A future of constrained energy will need more people working the land, and that is not the same as going back to the past. Last stated 2 months ago
30 Jun 2026
CS
Chris Smaje — holds since 2026-06-30 — tap for who they are
Same subject: A Chinese crewed landing on the Moon before America returns would be a defeat for the free world. — tap to centre the map on it A Chinese crewed landing on the Moon before America returns would be a defeat for the free world. Last stated 3 weeks ago
18 Aug 2026
CH
Casey Handmer — holds since 2025-10-31 — tap for who they are
EB
Eric Berger — holds since 2026-08-18 — tap for who they are
Same subject: A country cannot have radical technological breakthroughs and also refuse to tolerate uncomfortably rich people, because the financial system it resents is what funds the innovation. — tap to centre the map on it A country cannot have radical technological breakthroughs and also refuse to tolerate uncomfortably rich people, because the financial system it resents is what funds the innovation. Last stated a year ago
13 Aug 2025
KJ
Keyu Jin — holds since 2025-08-13 — tap for who they are
Same subject: A country's large trade deficit in manufactured goods reduces its manufacturing employment below what it would be with balanced trade. — tap to centre the map on it A country's large trade deficit in manufactured goods reduces its manufacturing employment below what it would be with balanced trade. Last stated yesterday
7 Sept 2026
PK
Paul Krugman — holds since 2026-09-07 — tap for who they are
Same subject: Batteries will replace transmission as the cheapest way to keep the lights on, and the grid will shrink rather than grow. — tap to centre the map on it Batteries will replace transmission as the cheapest way to keep the lights on, and the grid will shrink rather than grow. Last stated 9 months ago
8 Dec 2025
CH
Casey Handmer — holds since 2023-10-11 — tap for who they are
CH
Casey Handmer — holds since 2025-12-08 — tap for who they are
Same subject: Battery-electric airliners do not work even on optimistic assumptions, and the arithmetic said so before anyone built one. — tap to centre the map on it Battery-electric airliners do not work even on optimistic assumptions, and the arithmetic said so before anyone built one. Last stated 5 years ago
2 Apr 2021
BF
Bjorn Fehrm — holds since 2021-04-02 — tap for who they are
Same subject: Below about a thousand dollars a kilowatt of capital cost, the right way to run a plant is intermittently on raw solar with no batteries at all. — tap to centre the map on it Below about a thousand dollars a kilowatt of capital cost, the right way to run a plant is intermittently on raw solar with no batteries at all. Last stated 2 years ago
9 Nov 2024
CH
Casey Handmer — holds since 2024-11-09 — tap for who they are
At the centre
The reason we cannot simply make more memory is that there is nowhere to put the tools, and a fab takes two years to build.
Holds DP Dylan PatelRead this korrent →
The rush to build high-bandwidth memory starves ordinary DRAM and NAND of capacity, so AI demand tightens the memory markets it never touches.
Holds DO Doug O'Laughlin
Chips made on older process nodes have to get more expensive, because a new fab cannot make money selling at prices a fully depreciated fab set.
No longer holds DO Doug O'Laughlin
The chip industry split into fabless designers and a handful of foundries because fabs got too expensive to own, not because anyone chose that structure.
Holds BP Brian Potter
The world can make roughly 200 gigawatts of AI chips a year by 2030, which makes a gigawatt a week a plausible quarter of the market rather than a fantasy.
Holds DP Dylan Patel
Hundreds of billions of dollars of AI value rest on about a billion dollars of lithography tooling that cannot be scaled quickly.
Holds DP Dylan Patel
Chipmakers are consolidating into a few strategically important firms, so a fab is now a geopolitical asset rather than an industrial one.
Holds DO Doug O'Laughlin
Semiconductor infrastructure has not kept up with AI's growth, and closing that gap needs capacity built in unconventional ways.
Holds LT Lip-Bu Tan
Chips are getting more expensive mainly because they take more process steps, not because the tools got dearer.
Holds DO Doug O'Laughlin
"Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant.
Holds CS Chris Smaje
A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated.
Holds AI Alex Imas
A future of constrained energy will need more people working the land, and that is not the same as going back to the past.
Holds CS Chris Smaje
A Chinese crewed landing on the Moon before America returns would be a defeat for the free world.
Holds CH Casey HandmerEB Eric Berger
A country cannot have radical technological breakthroughs and also refuse to tolerate uncomfortably rich people, because the financial system it resents is what funds the innovation.
Holds KJ Keyu Jin
A country's large trade deficit in manufactured goods reduces its manufacturing employment below what it would be with balanced trade.
Holds PK Paul Krugman
Batteries will replace transmission as the cheapest way to keep the lights on, and the grid will shrink rather than grow.
Holds CH Casey Handmer
Battery-electric airliners do not work even on optimistic assumptions, and the arithmetic said so before anyone built one.
Holds BF Bjorn Fehrm
Below about a thousand dollars a kilowatt of capital cost, the right way to run a plant is intermittently on raw solar with no batteries at all.
Holds CH Casey Handmer