Find XO: Memory Has Shifted from Cost to Allocation, Shaking the Foundation of AI Startups (pbs.org)

- AI data centers are consuming about 70% of global memory production, causing consumer DRAM prices to soar, and Apple has raised the prices of MacBooks and iPads by hundreds of dollars. - Memory is no longer a cost that decreases every year but a resource allocated first to large customers. - Smaller teams lower in the supply order must adopt designs that use less memory and pricing structures that withstand cost shocks to enter the market.