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.