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Long posts were becoming cumbersome on X, hence trying my hands with Substack. Do read and let me know.
The Leaking Bucket: Why Saudi Arabia's Yanbu Bypass Cannot Survive a Red Sea Insurance Collapse.
The $450 billion reserve is is a leaking bucket. The actuarial leak drains margin. The physical leak drains throughput. The domestic leak drains exportable surplus. The attrition leak drains fleet capacity. Each is independently manageable. Their simultaneity is not.
open.substack.com/pub/vedanjanam…
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OpenAI may have caused the worst consumer hardware crisis in a decade with purchase orders that were never real.
In October 2025, Sam Altman flew to Seoul and signed simultaneous deals with Samsung and SK Hynix for 900,000 DRAM wafers per month. That's 40% of global supply. Neither company knew the other was signing a similar commitment at the same time. The pricing and terms would have looked very different if they had.
Those "deals" were letters of intent, not binding purchase orders. No RAM actually changed hands. But the market treated them as real. Contract DRAM prices jumped 171%. A 64GB DDR5 kit went from $190 to $700 in three months. DDR4 kits that should have been in oversupply doubled. Retailers stopped posting prices entirely.
The Abilene Stargate expansion just got cancelled because OpenAI couldn't forecast its own demand. Oracle couldn't agree on financing. The partners are squabbling. Bloomberg reported the $500B project hadn't started and no funds were raised to meet the initial budget. Multiple data center buildouts are delayed or shelved.
Now DDR5 prices are finally dropping for the first time in months, and it has nothing to do with OpenAI walking away from anything. Google released TurboQuant on March 24, a compression algorithm that cuts AI memory requirements by 6x. SK Hynix and Samsung stocks dropped 6% and 5% overnight. Corsair kits fell $60-100 from their highs within days.
One company locked up 40% of global memory with commitments it may never fulfill. A different company published a research paper. The research paper is doing more for RAM prices than the entire supply chain has done in six months.
Roger@rdd147
🚨 RAM prices are plummeting after OpenAi failed to fulfill its commitment to purchase 40% of World supply and terminated its $71 billion SKHynix promise. $MU
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चीन ने भारत से आयातित नॉन-बासमती चावल की तीन खेपों को जेनेटिकली मॉडिफाइड (GMO) होने का आरोप लगाकर लौटा दिया है, जिससे निर्यातकों में चिंता बढ़ गई है। जबकि भारत में ये बैन है। ये बड़ी खबर है।
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Side effects of having a –40 marks super-specialist doctor.
Thanks to both @BJP4India and @INCIndia for their historic decision to make India a developed nation.
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राधे डेयरी,जवाहर नगर
700 किलो नकली पनीर पकड़ा गया है
इस डेयरी पर दूसरी बार छापा पड़ा है
पहले छापे के बाद डेयरी बंद क्यो नहीं की ?
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🚨 RAM prices are plummeting after OpenAi failed to fulfill its commitment to purchase 40% of World supply and terminated its $71 billion SKHynix promise. $MU
Wccftech@wccftech
DDR5 memory prices just took a noticeable dive for the first time in months, and Google’s TurboQuant might be behind it. wccftech.com/ddr5-prices-ju…
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🚨 MISSING – URGENT HELP NEEDED 🚨
My wife Sushma and our two children, Anaya and Pradyumn, are missing.
They were travelling from Bangalore to Delhi on 25th of march from Karnataka express ( Train no 12627). They boarded the train but did not reach New Delhi. @AshwiniVaishnaw
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All the techbros who worked to get Trump elected have now just watched him blow up their businesses by fucking the global supply of helium.
Literally. 🤣
That's some serious irony right there.
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During the AI Impact Summit, people were surprised that a university like Galgotia got such a large venue while institutions like IITs had smaller ones.
Here is the answer. Such private institutions are often used to build crowds at Narendra Modi’s events in Noida and Greater Noida, and in return they get opportunities that end up embarrassing India on the world stage, like labelling Chinese products as homegrown.
For the Noida Airport inauguration by Modi, students were transported to the venue to act as a crowd, with extra attendance marked.
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Worked in semiconductors for many years.
Usage of helium for making computer chips is ubiquitous and required.
We just blew up 30% of the world supply.
No helium means no AI chips.
No AI chips means no AI data centers.
No data centers means no AI bubble.
=Market crash.
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Galgotias University has been exposed once again.
A common man exposes how University was sending students to Noida airport to gather crowd for Modi's rally.
And Modi was referring them "youth" attending his rally. Shameful.
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Guess which top minister partly owns Galgotias?
Venisha G Kiba@KibaVenisha
Galgotias University has been exposed once again. A common man exposes how University was sending students to Noida airport to gather crowd for Modi's rally. And Modi was referring them "youth" attending his rally. Shameful.
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@AgentSaffron tweet in english slave race pjeet die like dog
call your whole family say i belong to dog race
i will be lynched to death by neo nazis
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அண்ணாமலை மற்றும் விஜய்க்கிடையே வித்தியாசம் என்ன?
மத்திய அரசின் முழு ஆதரவு இருந்தபோதும், அண்ணாமலை தமிழ்நாடு தேர்தலில் போட்டியிட தயக்கம் காட்டுகிறார்.
ஆனால் மத்திய மற்றும் மாநில அரசுகள் இரண்டும் தனக்கு எதிராக இருந்தபோதும், விஜய் இரண்டு தொகுதிகளில் நின்று போட்டியிடுகிறார்.
தமிழ்
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One more book i do recommend
“The Laws of the Spirit World” !
Navroop Singh@TheNavroopSingh
My Best Recommendations however remains Spiritual Books: A) Autobiography of a Yogi B) Living With Himalayan Masters - Swami Rama C) Sri M’s two books D) Ashtavakra Mahageeta by Osho (I prefer audios-91 Episodes) E) Shrimad Bhagwad Gita (Any version you like, followed by Osho’s Audio files)
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Modi after borrowing ₹8,20,000 crore:
Bloomberg@business
India will borrow 8.2 trillion rupees ($86.5 billion) in the first half of the financial year beginning April 1, around half of the amount scheduled for the full 12-month period, the government said in a statement Friday. bloomberg.com/news/articles/…
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IIT jee mains was already gamed since 2020
Gate is also comming so what is new 🤣🤣🤣🤣
Harshil (હર્ષિલ)@MehHarshil
There are suspicious rankings in the GATE 2026. Multiple people highlighted this issue with proofs. Shri @dpradhanbjp should take the issue seriously and direct IIT Guwahati to investigate. Nullify the exam else. Compromised examinations are not acceptable for Viksit Bharat.
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The leaks have vindicated this gorimem. Kash has unmatched Aura.
International Cyber Digest@IntCyberDigest
🚨‼️ BREAKING: FBI Director Kash Patel's Gmail account was hacked by Iranian nation-state hackers. They have published his entire inbox, including mails on his home in India, private life, personal data, business dealings and travel history (Havana, Cuba!).
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@Delta_SquadAnex mi6 and london is already active and winning right now
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Europe will destroy Americans. Keep an eye!
Navroop Singh@TheNavroopSingh
Rubio slams Europe again for not helping the US in the war with Iran: “There was a couple of leaders in Europe who said that this was not Europe's war. Well, Ukraine is not America's war and yet we've contributed more to that fight than any other country in the world."
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