# The Memory Leak

> geopolitics of compute, told by someone who reads earnings calls and shitposts

## Recent Posts

- [Disciplined Memory, Undisciplined World](https://paragraph.com/@thememoryleak/disciplined-memory-undisciplined-world): How Hormuz, helium, and capex hangovers are already testing Washington’s supercycle bet
- [ How Long Can Washington Pay for “Disciplined” Memory?](https://paragraph.com/@thememoryleak/how-long-can-washington-pay-for-disciplined-memory): The DRAM/HBM supercycle looks structural on paper. In practice, it’s three firms and a handful of governments betting they won’t need cheap compute anytime soon.
- [Towers of Silicon: The Geopolitical Architecture of Memory in the AI Age](https://paragraph.com/@thememoryleak/towers-of-silicon-the-geopolitical-architecture-of-memory-in-the-ai-age): Oh great 🙄Another fucking thinkpiece comparing AI to the Tower of Babel
- [The Memory Leak Glossary: 2026 Edition](https://paragraph.com/@thememoryleak/the-memory-leak-glossary-2026-edition): Your field guide to the AI discourse-industrial complex.
- [When Memory Makers Decide the Best Capacity Is No Capacity](https://paragraph.com/@thememoryleak/when-memory-makers-decide-the-best-capacity-is-no-capacity): First RAM. Now SATA SSDs. The supply chain isn't broken—it's being optimized.
- [Manufactured Shortage: How AI Became Everyone’s Favorite Excuse for Expensive RAM](https://paragraph.com/@thememoryleak/manufactured-shortage): AI is the hurricane, but the shortages were built into the levees.

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