The Minutes of Dylan Patel on consumer impact https://minutesof.com/dylan-patel/on/consumer-impact/ Everything Dylan Patel has said on consumer impact: 2 verbatim quotes from March 2026, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:22:22 +0000 Patel predicts rising memory prices will make smartphones and PCs worse, causing public backlash against AI. https://minutesof.com/q/a323b743-075c-4050-84a8-3fec7fd419fb/ https://minutesof.com/q/a323b743-075c-4050-84a8-3fec7fd419fb/ “So memory crunch will continue to be harder and harder, and prices continue to go up. And this affects different parts of the market differently.” — Dwarkesh Patel Fri, 13 Mar 2026 16:26:57 +0000 consumer impact Patel reports memory prices have tripled, adding $150 to iPhone bill of materials versus $50 previously. https://minutesof.com/q/e524598c-47c1-41cb-9f34-bfc633a4887e/ https://minutesof.com/q/e524598c-47c1-41cb-9f34-bfc633a4887e/ “the price of memory is like tripled. Let's call it if it's now it's $12 per gig for DDR. So now you're talking about a $150 versus $50.” — Dwarkesh Patel Fri, 13 Mar 2026 16:26:57 +0000 consumer impact