One thing I really appreciate about both Damnang and PhotonCap is their ability to write the right piece at the right time. Most readers here probably no longer think of HBF as simply the “next generation of HBM.” The more interesting question now is how HBF could actually enter the AI memory hierarchy, and what changes around it if it does. @damnang2 approaches this from the HBF architecture itself. He separates model weights from KV cache, looks at their very different read/write characteristics, and asks what realistically belongs in HBF versus HBM. From there, he connects the technical constraints to customer adoption and ultimately to what HBF could mean for Sandisk. @PhotonCap comes at the same broader problem from the physical architecture side. He looks at where memory should sit relative to compute, beside, above, or beyond it, and what those different placements imply for bandwidth, packaging, system design, and eventually optics. Different angles, but very complementary. Both are exactly the kind of pieces that help frame the right questions at the right moment.