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Hold on to Your Hardware

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Re: Hold on to Your Hardware

#2
I feel like this is just the bubble talking. I'm pretty naive here, but at some point suppliers will adjust so they can take money from data center builders and consumers, just like pre-bubble.

Re: Hold on to Your Hardware

#4
post #2

I feel like this is just the bubble talking. I'm pretty naive here, but at some point suppliers will adjust so they can take money from data center builders and consumers, just like pre-bubble.

It's probably closer to the suppliers don't think this will last and are ramping slowly if at all so they're not left holding the bag.

The US is headed for a cataclysmic crash at this point and it's not clear what will trigger it, but all those companies pushing underpriced tokens and Rust ports of existing tools by agents aren't going to survive it.

Re: Hold on to Your Hardware

#6

In such a future the iPhone and android ecosystem is dead? Because a single $1k phone is a hell of a computer. So if you can still buy a phone you can still get a computer. Local AI aside these are very capable.

Maybe we’ll finally get some good tools to make real productive work possible on phones.

Re: Hold on to Your Hardware

#9
Articles entire thesis looks like it can be completely de-railed if one activity happened: ai infrastructure firms cease to be able to secure more capital.

Is that likely? History says it's inevitable, but timeframe is an open question.

Re: Hold on to Your Hardware

#10

In such a future the iPhone and android ecosystem is dead? Because a single $1k phone is a hell of a computer. So if you can still buy a phone you can still get a computer. Local AI aside these are very capable.

Maybe we’ll finally get some good tools to make real productive work possible on phones.

Like a large screen and a keyboard? Hello Mac Neo
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