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In the talk, he describes a meeting in China where he witnessed mobile and automotive companies (presumably major ones) pleading suppliers for flash memory. He concludes that smaller firms may not be able to secure any flash supply at all, stating that "consumer electronics are finished," and that the market "will see a lot of victims" in the second half of 2026.
There is at least a light at the end of the tunnel.
Later in the interview he says that he "[tells his clients] that if the first quarter of this year is painful, really painful, then by year-end, they'll definitely jump off a building."
First, you can't jailbreak iPhones.
Second, you can't jailbreak F35s either. Unless you are prepared to somehow replace the avionics and the software yourself.
Third, a supplicant threatening their own benefactor rarely turns out well.
But then, the Netherlands - at least, the lower house in their parliament, it has yet to pass their senate - just approved a 36% annual tax on unrealised capital gains, so I think they are simply incapable of learning at this point.