descriptive claim
In 2023, memory suppliers earned no money from HBM or memory for AI.
Dylan Patel · Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028 · 25 Aug 2026
In their words
The transcript segments this claim was taken from
“Initially in 2023,”
“the memory guys were making no money.”Play from 21:18Report a misattribution
85%how strongly it was put, not whether it is true
75%importance to the conversation
90%confidence the claim was read correctly