Peter Berezin(@PeterBerezinBCA):The internet is a good example here. We managed to achieve massive growth in internet traffic without having to spend much more on internet infrastructure because the transmission technologies became much better. Why won’t there be similar technological innovations that dramatically lower the cost of producing memory?

Peter Berezin

@PeterBerezinBCA

Chief Economist @bcaresearch Formerly with Goldman Sachs & IMF. Aside from my trading log @StockcoachPB, this is my only account on X.

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Peter Berezin@PeterBerezinBCA

2026.07.05 13:44

The internet is a good example here. We managed to achieve massive growth in internet traffic without having to spend much more on internet infrastructure because the transmission technologies became much better. Why won’t there be similar technological innovations that dramatically lower the cost of producing memory?