Jun 29, 2026 · 22 min · 10 segments
Welcome to this episode! Today, we dive into the "hundred-year flood" currently hitting the global tech industry: the AI-driven memory supercycle. We explore the pivotal 36 hours in June 2026 when…
So if you look closely at the device you're using to listen to this right now, whether it's a phone or a laptop, you're actually looking at the victim of an unprecedented crisis in tech history.
It sounds dramatic, but it's, you know, it's completely true.
It really is.
And to sort of set the scene for you, I want you to cast your mind back to a very specific, just incredibly rare 36-hour window that just happened.
This was between June 24th and June 25th, 2026.
Right.
I think a lot of people probably remember the consumer side of this playing out.
Oh, for sure.
Which is usually the signal for a new hardware drop, right? People are refreshing their browsers, expecting like a new M-Series chip or maybe a redesigned chassis.
Right.
You expect something shiny and new.
But this time the site came back online and everything was just, well, it was significantly more expensive.
Yeah.
Just a massive sticker shock.
Totally.
We saw massive price hikes across the entire board.
That is just wild.
Yeah, and entry-level MacBooks, iPads, the Vision Pro, literally all of them jumping in price.
And the real kicker for the consumer was that there wasn't a single new feature added.
Nothing.
Right.
Buyers were suddenly asked to pay anywhere from 15% to 54% more for the exact same hardware they could have bought just two days earlier.
It was a brutal shock to the consumer market.
So if you look closely at the device you're using to listen to this right now, whether it's a phone or a laptop, you're actually looking at the victim of an unprecedented crisis in tech history.
It sounds dramatic, but it's, you know, it's completely true.
It really is.
And to sort of set the scene for you, I want you to cast your mind back to a very specific, just incredibly rare 36-hour window that just happened.
This was between June 24th and June 25th, 2026.
Right.
I think a lot of people probably remember the consumer side of this playing out.
Oh, for sure.
Which is usually the signal for a new hardware drop, right? People are refreshing their browsers, expecting like a new M-Series chip or maybe a redesigned chassis.
Right.
You expect something shiny and new.
But this time the site came back online and everything was just, well, it was significantly more expensive.
Yeah.
Just a massive sticker shock.
Totally.
We saw massive price hikes across the entire board.
That is just wild.
Yeah, and entry-level MacBooks, iPads, the Vision Pro, literally all of them jumping in price.
And the real kicker for the consumer was that there wasn't a single new feature added.
Nothing.
Right.
Buyers were suddenly asked to pay anywhere from 15% to 54% more for the exact same hardware they could have bought just two days earlier.
It was a brutal shock to the consumer market.
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