William David(@WDChokepoint):The interconnect point is the one that lands - splitting memory into tiers doesn’t just relocate the shortage, it creates a new one at the seams. That’s a cost nobody’s pricing yet.

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

2026.07.27 05:04

The interconnect point is the one that lands - splitting memory into tiers doesn’t just relocate the shortage, it creates a new one at the seams. That’s a cost nobody’s pricing yet.