Jeff Huber Calls d-Matrix 3D DRAM Presentation Radical Yet Obvious

Investor Jeff Huber described a d-Matrix presentation on 3D DRAM at the HotChips conference as making the most radical memory idea sound obvious. He highlighted a take from Jason Schips on the same event that singled out dMatrix_AI for leading advances in AI inference. The remarks focus on scaling through performance, capital efficiency, and power efficiency. Huber is identified in the post as co-founder and general partner at Triatomic Capital with prior experience founding GRAIL. The comments appear in a single public quote shared on social media and reference no additional outcomes or verifications beyond the stated opinions.