The Minutes of Dylan Patel on memory shortage https://minutesof.com/dylan-patel/on/memory-shortage/ Everything Dylan Patel has said on memory shortage: 3 verbatim quotes between March 2026 and July 2026, each with a timestamp and a link to the recording… en Sun, 30 Aug 2026 16:22:21 +0000 Patel predicted memory prices would soar because capacity grows 30% annually while demand doubles. https://minutesof.com/q/426304ad-3877-4fb3-a3f6-264771845ee3/ https://minutesof.com/q/426304ad-3877-4fb3-a3f6-264771845ee3/ “Memory capacity is only growing 30% a year for the next three years. And yet demand is doubling, is doubling. And so what's gonna end up happening is memory prices are gonna keep soaring.” — WisdomTree in Europe Thu, 09 Jul 2026 06:16:39 +0000 memory shortage Patel predicts iPhone and MacBook prices must rise as AI demand drives memory shortages. https://minutesof.com/q/9b9f24e6-60a8-45bd-bf65-ed8b26a06923/ https://minutesof.com/q/9b9f24e6-60a8-45bd-bf65-ed8b26a06923/ “And right now, you know, if MacBook prices or iPhone prices go up a $100, that market's not gonna adjust too much,” — WisdomTree in Europe Thu, 09 Jul 2026 06:16:39 +0000 memory shortage Patel projects smartphone volumes dropping from 1.1B to 500-600M next year due to memory costs. https://minutesof.com/q/ad564d12-2340-4961-a71f-cebb61fe2d06/ https://minutesof.com/q/ad564d12-2340-4961-a71f-cebb61fe2d06/ “our projections are we maybe get down to like 800,000,000 this year, and next year like 600 or 500,000,000.” — Dwarkesh Patel Fri, 13 Mar 2026 16:26:57 +0000 memory shortage