
uɐʎɹq lougheed
2.4K posts

uɐʎɹq lougheed
@bclougheed
Chief Risk Modeller at Pontypandy Fire Insurance Corporation





Listen to what @GavinSBaker said on All-In at 1:04:06: “DRAM is the most important bottleneck, and Elon is focusing the Terafab on memory because he believes memory is the most important bottleneck. Not lasers, not capacitors, not power semis, not NAND, not HDDs. DRAM.” Even Elon is prioritizing memory, specifically DRAM, as the key focus for the Terafab. And yet, do you still think DRAM is just a commodity that can be replaced by Chinese products at any time? This is Elon validating the strategic importance of DRAM.














"What kind of party are we?" Labour MP Jonathan Hinder asks whether his party is "obsessed with certain middle-class hobby horses" and says that it "is not meeting the moment". #Newsnight



.@SecScottBessent: "A nation that cannot manufacture, mine, ship, or refine its needs gradually cedes its strength and sovereignty to others. That is a dangerous dependency for any country; it is an unacceptable one for the United States of America."














