tae kim(@firstadopter):Elon Musk just annihilated the memory bears. Elon Musk on SpaceX earnings call: “Limiting factor currently is memory. Memory output is increasing by around 20% per year. Now normally that would be fantastically fast and amazing for any large mature industry. But ask yourself is the demand increasing by 20% a year? No, the demand is increasing by 200% a year, maybe higher. So if you've got demand increasing much faster than supply then Economics 101 would suggest that the price increases. It does not decrease.”

2026.08.04 21:46

Elon Musk just annihilated the memory bears. Elon Musk on SpaceX earnings call: “Limiting factor currently is memory. Memory output is increasing by around 20% per year. Now normally that would be fantastically fast and amazing for any large mature industry. But ask yourself is the demand increasing by 20% a year? No, the demand is increasing by 200% a year, maybe higher. So if you've got demand increasing much faster than supply then Economics 101 would suggest that the price increases. It does not decrease.”

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