William David(@WDChokepoint):A memory chip stack with a 99% success rate on every connection still only has an 86% chance of working at 16 layers. Not because anything failed - because you multiplied 99% by itself sixteen times. One reason only three companies make this chip at scale.

William David

@WDChokepoint

Physical reality constrains digital ambition. That gap is the investment thesis. Critical minerals. Semiconductors. Energy. The constraint always moves upstream

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William David@WDChokepoint

2026.07.29 04:09

A memory chip stack with a 99% success rate on every connection still only has an 86% chance of working at 16 layers. Not because anything failed - because you multiplied 99% by itself sixteen times. One reason only three companies make this chip at scale.