
BuiltNotGiven
456 posts

BuiltNotGiven
@nextbrickx
Most people don't want freedom. They want a nicer cage. I write about breaking out income, control, and real wealth. Follow if you're ready.



A fleet of R2 Robotaxis is coming exclusively to @Uber. ⚡🌿 Today, we announced a partnership to help both companies accelerate their autonomous vehicle plans across 25 cities in the US, Canada and Europe by the end of 2031. rivn.co/uber



"Massive investment in AI contributed basically zero to US economic growth last year," per Goldman Sachs
















This AI cycle is fundamentally different from every prior memory supercycle in $MU history. Past supercycles were driven by unit volume growth with more phones + servers buying largely commoditized DRAM but but this one is a capacity-constrained cycle where HBM sells at ~5x conventional DRAM ASPs. Hyperscalers are willing to pay whatever it takes because the real cost is leaving massive GPU clusters underutilized. That is how Micron ends up producing $16B of operating profit in a single quarter.






























