Altman: Memory Makers Could Each Make ~$100B Annual FCF but Won't Build Fabs
beffjezos · x · 2026-10-30
Sam Altman says memory makers could each generate $100B in annual free cash flow yet hesitate to build more fabs, arguing "the invisible hand is failing right now" due to past boom-bust bankruptcies. Beff Jezos predicts Elon's Terafab will disrupt memory supply in 2029.
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