PERSON DIRECTORY
Logan Jastremski
Host of Frictionless. Logan Jastremski appears in 10 indexed conversations across Frictionless, Empire. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
AI spending can't grow forever with P Equity Research | EP 167
Logan JastremskiP Equity Research
AI infrastructure is constrained less by GPUs alone than by a shifting stack of memory, advanced packaging, power, construction, and networking, with memory potentially absorbing roughly half of hyperscaler capex through 2028.Long-term agreements and higher utilization may support a higher earnings floor, but cannot repeal cyclicality if ROI and free cash flow disappoint.Watch ABF, optics, and China’s potential 20-25% global memory share.
The Bottleneck Isn’t the Chip with Bubble boi | EP 166
AI’s scaling bottleneck is shifting from transistor shrinkage to packaging, interconnect, and memory, as tens or hundreds of billions of dollars may buy only 15–20% better density.NVIDIA’s roadmap increasingly depends on suppliers and technologies it does not control, while rack-scale architectures, flash offload, and smarter caching could determine whether the same hardware serves two or three times more users.
Why AI is Unbundling Faster Than You Think with Tarun Chitra | Ep 164
Crypto’s investable edge is shifting from protocol tokens toward wallets, order flow, and execution as the sector becomes “TradFi plus.”Stablecoins rising from roughly $300 billion to $1 trillion could drive more than 3x lending and trading growth, while Hyperliquid offers clearer accrual.Agent-directed retail flow at 20-30% of volume could reshape market timing, with wrapper economics and compute settlement still unresolved.