Malcolm Splitter
Economist contributing macro and labor-market analysis, discussing GDP measurement, AI's economic impact, and broader macro scenarios throughout the conversation.
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Mar 13, 2026 • 1h 18min
Memory, Oil, Geopolitics, and Macroeconomics
Joey Brookhart, SaaS and market analyst who tracks AI adoption and monetization. Malcolm Splitter, economist focused on macro and labor-market measurement. Ray Wang, memory-market specialist modeling DRAM/HBM supply and pricing. They discuss memory shortages and hyperscaler capex, liken memory to oil in scarcity dynamics, explore enterprise-driven token demand and regional pricing, and debate how AI breaks GDP and macro models.
