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AGI Dreams Podcast – June 26, 2026
Silicon and the Memory Squeeze
In this episode:
Silicon and the Memory Squeeze — DRAM prices surged 98% in Q1 2026, forcing Apple to raise MacBook and iPad prices while IDC forecasts record device sales declines. Meanwhile, IBM unveiled sub-1nm chip technology at 0.7 nanometers, and OpenAI and Broadcom announced the Jalapeno custom inference ASIC for gigawatt-scale datacenters.
Agent Scaffolding Goes Self-Modifying — Xiaomi's HarnessX research automatically rewrites agent scaffolding mid-task, yielding +14.5% average performance gains without changing the underlying model…
The skinny
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