Micron's HBM Demand Predicts Rising AI Hardware Costs
Micron's record earnings highlight High Bandwidth Memory (HBM) as AI's biggest bottleneck. Expect rising data center costs and higher consumer tech prices for years.
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
With Chamath Palihapitiya, Jason Calacanis, David Sacks, Travis Kalanick, Gavin Baker · Sunday, June 28, 2026
This episode delves into the recent socialist victories in New York City primaries, examining the radical platforms of DSA candidates and their growing influence on the Democratic Party. It also explores China's rapid progress in open-source AI models, highlighting the critical high-bandwidth memory (HBM) bottleneck in AI infrastructure, and discusses the implications for data center costs and forthcoming AI IPOs.
NYC's 'Socialist Sweep' is Not What You Think
NYC primary results show a radical DSA agenda, but All-In hosts say the base isn't working-class. What this means for founders.