Effectively: "Now's the time to invest..."
If there’s a silver lining, I hope it leads to more optimisation, less Electron, and less bloat.
Typed from my 8GB MacBook Neo; which is honestly plenty fast enough. It “feels” like a 16GB windows laptop, even tho of course I know it’s not, but there’s something about optimisation.
In the long term, the big comapnies are pushign to have consumers to adopt "terminals" back in old days.
- we use crappy devices, while cloud got beefy machines.
The amount of money spend on the AI hype train is crazy. Meanwhile we're wasting fab time making chips that might never be powered on. It's absolutely insane that there are more money to be made on hardware for AI that may never be used, rather than producing a product that consumers and businesses need right now.
this would be the time to revive and evolve some of that Made In Germany Engineering ...
I think supply will be tight until at least the AI market crashes, which could take years or happen within months. Nobody can really predict when this will happen but it's fairly clear (IMHO) that the revenue projections needed to justify the investments by OpenAI, Anthropic and SpaceX simply don't exist.
Without the AI boom, the economy is in recession and has been for awhile. We're in an affordability crisis and the energy crunch is coming.
It makes me consider whether there would be retaliation in later years against the US intellectual property system in countries other than China. While RAM is a tangible product, the areas it serves aren't really.
Brazil and the UK (well, technically Japan) caused 2 natural rubber price spikes that first led to the UK smuggling rubber tree seeds to be imported to Malaysia, where the UK took over global natural rubber production, marginalizing Brazil.
Then Japan conquered the Malaysia during WW2, at which point everyone started developing artificial rubber and natural rubber was reduced to a much smaller market.
Why the need for speculation?
Make no mistake here: they also plan to retain these high prices. It's like the mafia now. There should be instant-jail time to cure these CEOs of their greed. Like, go to prison for a week, to help refresh your mind and stop thinking in terms of milking the customers dry.
The way Chrome feasts on RAM, might need the cloud for that too.
It’s like saying that there is no housing crysis in several countries because the market is full of houses, apartments, etc.
Or maybe they believe the demand is not sustainable, and they don't want to fund $10B ghost fabs.
Whenever anyone does, there are dozens of posts acting conspiratorial on HN.
spiclk•1h ago
otabdeveloper4•41m ago
NikolaNovak•20m ago