Speaker
Dan Patterson
Appearances over time
1 episodes
Episodes
1
Podcasts
Quotes & moments
SK Hynix, Micron, and Samsung collectively supply the majority of consumer electronics RAM and have signed multi-year exclusive supply deals.
Micron pushed 16 different companies into 5-year supply deals for RAM, giving chipmakers near-total pricing power over device makers.
Three companies control nearly all the world's RAM and SSD supply — and they've signed 3-to-5-year contracts with every major customer. Valve was told to accept the quoted price or be blacklisted. No new fabs are being built because there's no incentive to lower prices.
Apple raised prices on virtually all its devices by up to $200, blaming an unprecedented surge in AI data center demand for memory and storage. The HomePod mini, Apple TV, and aging products nobody asked for got pricier too — and new iPhones in September could cost even more.
Public backlash against AI and data centers is genuinely organic — but it hits communities faster and seems louder than it really is because Russian and Chinese inauthentic accounts amplify it. The fear is real; the scale is manufactured.
Matter 1.6's Joint Fabric feature means you'll have one smart home network that multiple ecosystems can access but none can own. It sounds like a small change but it required Apple, Google, Amazon, and Samsung to genuinely relinquish control — something that has never happened before in the smart home industry.
Intel's x86 architecture isn't inherently less efficient than ARM — it just came from a desktop pedigree instead of a mobile one. The Core Ultra 3 generation finally combines performance and efficiency, and with NVIDIA joining the ARM ecosystem via RTX Spark, the battle lines have redrawn. If your laptop gets 10 hours of real use, does the extra efficiency even matter?
Ford fired engineers to let AI handle vehicle hardware design. The AI made too many mistakes. Ford had to call the engineers back. The VP publicly admitted they 'mistakenly thought' AI could replace the work — a rare moment of corporate honesty about AI's real-world limits.
The BBC has switched off its 198kHz longwave Radio 4 broadcast after more than a century on air. The reason wasn't policy — the tubes needed to power the transmitter are simply no longer manufactured. Used by the French Resistance in WWII, receivable almost anywhere on Earth, it ended not with a bang but with a supply chain problem.
Om Malik built GigaOM into a 6.4-million-reader publication, mentored a generation of tech journalists, called Leo Laporte 'the Yoda of tech,' and was writing some of the best work of his career — including a June piece on Anthropic's Mythos — when he died at 59. He was a master of the Leica camera and a deep philosopher of technology.
The Trump administration blocked Anthropic's Fable model without congressional consultation or scientific review, labeling an American company a 'supply chain risk.' France and China immediately released competing models, and developers learned they can't count on American AI platforms.
Samsung will now charge $4.99 a month to access the SmartThings API. For the 200,000+ Home Assistant users who rely on it to control their Zigbee and Z-Wave devices, this is either a cash grab or a calculated move to kill off the legacy tinkerer community and push everyone onto Samsung's cloud-first smart home platform.
Intel was written off in handheld gaming — then they built a custom chip for it. The MSI Claw with Intel's G3 is 35-45% faster than AMD's best handheld chip, runs true AAA games at 60-100fps, and can dock as a full PC. It's $500 too expensive because of the RAM crisis, but it sold out anyway.
Trump came to office promising zero AI regulation. Six months later, his Commerce Department blocked an American AI model and OpenAI began releasing new models only to government-approved partners. The administration did a complete 180 — and industry observers suspect it's political, not technical.
Level Lock built a revolutionary smart lock that hid all its electronics inside the deadbolt mechanism, making it look like a normal lock. Then Assa Abloy bought it, laid off all 80 employees including the founders, and said don't worry. The startup that was about to launch ultra-wideband hands-free unlocking may never ship it.
Ring announced facial recognition for its cameras. Flock Safety's nationwide license plate database was allegedly accessed by ICE through local police partnerships. The Super Bowl ad showing radar-like rings emanating from neighborhood cameras triggered mass backlash — because it told the truth about what these systems can do.
Australia passed a social media ban for under-16s. A University of Newcastle study found 80% of them are still using social media anyway. Now Norway and the UK plan to follow suit — apparently to get the same result. As Harper Reid warned when the law passed: you're just teaching kids to be hackers.
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