Watch video ↗No timestamp available in this export.20VC with Harry StebbingsconstructiveJun 15, 2026
it might not be inconceivable that um Micron, the supplier of HPMs, might be more valuable than Meta in the next 6 to 12 months... Because it's still the bottleneck. Whatever is the bottleneck will command the price.
— 20VC with Harry Stebbings