Thanks, Sam :<
Horde it, Sam. For old times' sake.
Framework Raises DDR5 Memory Prices by 50% for DIY Laptops
21–30 of 228 posts
Re: Framework Raises DDR5 Memory Prices by 50% for DIY Laptops
#22What's wild is OpenAI doubling down on hyperscaling when it's obvious that the gains from pre-training are coming to an end. They seem determined to just go out in flames...
The thing is, it seems like they are planning to force everyone else out of the market. Acquire all the RAM they can possibly get, leave none for the competition, pray to survive the entire mess.
It's the inevitable peak of the venture capital pipeline, just this time it isn't individual industries (e.g. taxis with Uber, hotels with AirBnB) getting squeezed out by unsustainable pricing - it's the economy at large that's suffering this time.
And it's high time for us as a society to put an end to this madness. End the AI VC economy before it ends our economy.
Re: Framework Raises DDR5 Memory Prices by 50% for DIY Laptops
#23At some point it's going to make sense to buy a computer without ram once the lack of ram pushes demand down for all other components.
Maybe this won't last that long given the RAM shortage is apparently a corner attempt by Sam Altman.
Re: Framework Raises DDR5 Memory Prices by 50% for DIY Laptops
#24I assembled a new 32c/64t 7970X threadripper with 128GB DDR5 and a 16GB RX9070XT over the summer...
This memory situation has me pondering putting it all up on ebay
Re: Framework Raises DDR5 Memory Prices by 50% for DIY Laptops
#25Re: Framework Raises DDR5 Memory Prices by 50% for DIY Laptops
#26Yikes, I hadn’t realized this was that big of a problem. The same exact G.skill z5 64Gb ram I bought 4 years ago is well on its way to being double the price. Does this have more to do with Crucial ending consumer product lines or tariffs?
Crucial was shut down so they could focus on selling more ram to hyperscalers. That happened because of the state of things. Prices are not expected to recover until 2028.
The state of things...meaning AI companies buying up the world's supply of RAM
Re: Framework Raises DDR5 Memory Prices by 50% for DIY Laptops
#27What's wild is OpenAI doubling down on hyperscaling when it's obvious that the gains from pre-training are coming to an end. They seem determined to just go out in flames...
The thing is, it seems like they are planning to force everyone else out of the market. Acquire all the RAM they can possibly get, leave none for the competition, pray to survive the entire mess. It's the inevitable peak of the venture capital pipeline, just this time it isn't individual industries (e.g. taxis with Uber, hotels with AirBnB) getting squeezed out by unsustainable pricing - it's the economy at large tha…
Was this market manipulation legal? If so, that's crazy..
Re: Framework Raises DDR5 Memory Prices by 50% for DIY Laptops
#28What's wild is OpenAI doubling down on hyperscaling when it's obvious that the gains from pre-training are coming to an end. They seem determined to just go out in flames...
The thing is, it seems like they are planning to force everyone else out of the market. Acquire all the RAM they can possibly get, leave none for the competition, pray to survive the entire mess. It's the inevitable peak of the venture capital pipeline, just this time it isn't individual industries (e.g. taxis with Uber, hotels with AirBnB) getting squeezed out by unsustainable pricing - it's the economy at large tha…
Perhaps we can call this type of maneuver, "The Sam Altman": Your expensive business's mid-term outlook not looking so good? Why not use all that cash/credit to corner the market in some commodity in order to cripple your perceived competition?
Re: Framework Raises DDR5 Memory Prices by 50% for DIY Laptops
#29Earlier quoted context omitted.
The thing is, it seems like they are planning to force everyone else out of the market. Acquire all the RAM they can possibly get, leave none for the competition, pray to survive the entire mess. It's the inevitable peak of the venture capital pipeline, just this time it isn't individual industries (e.g. taxis with Uber, hotels with AirBnB) getting squeezed out by unsustainable pricing - it's the economy at large tha…
Was this market manipulation legal? If so, that's crazy..
Oh, both Uber and AirBnB did get dinged by the courts - but it took them years and the damage was already done, on top of that the fines were laughable.
We need the corporate death penalty aka forced dissolution for egregious cases of misbehavior, we need easier ways to pierce the corporate veil (and I'm more and more inclined to actually support the death penalty here as well, despite the potential for abuse), we need corporate fines to all be measured % of gross income, at least double the profit margin.
And we need all of that fast.
Re: Framework Raises DDR5 Memory Prices by 50% for DIY Laptops
#30Earlier quoted context omitted.
The thing is, it seems like they are planning to force everyone else out of the market. Acquire all the RAM they can possibly get, leave none for the competition, pray to survive the entire mess. It's the inevitable peak of the venture capital pipeline, just this time it isn't individual industries (e.g. taxis with Uber, hotels with AirBnB) getting squeezed out by unsustainable pricing - it's the economy at large tha…
Perhaps we can call this type of maneuver, "The Sam Altman": Your expensive business's mid-term outlook not looking so good? Why not use all that cash/credit to corner the market in some commodity in order to cripple your perceived competition?
He's not the first one though. The crypto miners used to do the same (I distinctly 'member first GPUs, then HDDs, then ordinary RAM being squoze by yet another new shitcoin in less than a year), and Uber plus the food delivery apps are a masterclass in how to destroy competition with seemingly infinite cash.