THE COST OF MEMORY

Support the show + get bonus episodes every week:   / raykump   YouTube Members: Join this channel for members-only episodes AI was supposed to make life easier, but now it’s driving up the price of memory, computers, gaming gear, and everything else with a chip in it. Ray looks at Apple’s price hikes, the AI memory boom, Micron, data centers, smart products, America’s failing infrastructure, nuclear panic, Wimbledon, and why the machines may eventually charge you to remember your own life. 0:00 Apple raises prices because of AI memory costs 2:07 AI chipmakers are winning the bubble 5:24 The cost of making content keeps rising 7:10 Apple, Micron, and the memory squeeze 8:28 Starting a fake AI company 11:50 Patreon and bonus episodes 13:19 Gaming, GPUs, and paying more for less 15:23 Global markets, tech slop, and swamp water 17:16 The raw guts of capitalism 19:29 Data centers have no romance 21:08 The transfer of money to memory chip makers 23:33 AI tokens, subsidies, and future price hikes 26:21 Can AI fix infrastructure? 29:27 Taiwan, chips, and making things in America 33:28 Micron, Idaho, and potato chips 36:04 Nukes, Iran, and normalizing disaster 37:19 The coming AI politician box 40:33 Rich people, slob people, and the future 41:34 Wimbledon and enjoying tennis during collapse 43:21 Smart products, phantom RAM, and higher prices 45:29 Fourth of July, America, and finding nice things