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Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

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Re: Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

#111
post #41
post #24

High end resins and epoxies are in a critical supply shortage right now. I suspect that there are going to be some serious resource driven PCB shortages in the very near future.

Is anything not in a shortage?

[flagged]

Re: Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

#112

Earlier quoted context omitted.

After the recent run-up, where are prices on a per-performance basis? Back to 2019? Computers were incredibly more expensive when I was growing up. People bought them anyway. Is a computer that lasts 5-8 really productive years (and is still serviceable for another 5-7) and costs $1500 really a deal-breaker just because it was $1000 and on sale for $850 a year ago? Even if it doubled again, it still doesn’t price nor…

I think your idea of what "normal people" can afford is a bit off. Normal people aren't buying $1500 computers. And they definitely aren't buying $3000 computers.

An 4K Apple ][ cost the equivalent of around $7K when released. A C64 cost the equivalent of around $2K when released. Both were fairly popular and vastly less useful than a computer today.

If the cheapest useful computer ends up costing $3K, it will still be purchased and will still be worth it at around $1/day of useful life.

Re: Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

#113
post #59

PC is the last major open platform. While other platforms like Android and becoming less open, PC in general is becoming more open than it's been in a long time as heavy MacOS/Android/iOS competition is creating a focus on open standards and all-time high strong Linux support gives people a place to land and tinker/hack to their heart's content. I think we will see an abandonment of consumer grade PC components and i…

> While other platforms like Android and becoming less open

ok....

> PC in general is becoming more open than it's been in a long time as heavy MacOS/Android/iOS competition is creating a focus on open standards ...

I'm so confused by what you're trying to say here.

Re: Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

#114

Earlier quoted context omitted.

There will be two classes: those who are part of the perpetual underclass and those who are not. And 98 percent of the population will be part of it.

There are _already_ two classes: Those who earn their living from their labor, and those whose income is derived simply by owning things they (often) didn't create themselves and charge for access.

> Those who earn their living from their labor

If any of these people don't work or don't work enough, they undeserving immoral moochers and should be miserable and in pain.

> and those whose income is derived simply by owning things they (often) didn't create themselves and charge for access.

It totally fine if these people never lift a finger in their lives. In fact, they deserve it. NEVER question that. N-E-V-E-R! It's great! Capitalism is great! Capitalism is fair!

Re: Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

#115

Earlier quoted context omitted.

Consumers are not helping though. They do everything on a smartphone and don't even blink when mobile app is required for most trivial things.

To echo the post you are responding to: when the app is required it isn't really a consumer choice, is it?

> required it isn't really a consumer choice, is it?

No one really resists or pushes back. When I resist I hear "that's what consumers want", "it's for security", or that I'm the problem. There is no one to complain to even, except to low paid kiddos in customer service.

Re: Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

#117
post #59

PC is the last major open platform. While other platforms like Android and becoming less open, PC in general is becoming more open than it's been in a long time as heavy MacOS/Android/iOS competition is creating a focus on open standards and all-time high strong Linux support gives people a place to land and tinker/hack to their heart's content. I think we will see an abandonment of consumer grade PC components and i…

This will surely bring new energy into opening these platforms, as it did in days before

Re: Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

#119

I know it's going to be extremely painful, but the sooner this ridiculous unsustainable AI bubble pops the better off we'll be. The more it inflates the more collateral damage it will cause, and we're probably already looking at 2008 levels of financial chaos.

There are probably multiple goals of AI investment. It's entirely possible that they are deliberately killing the affordability of how personal electronics like home computers are made and will instead replace them with terminals that stream everything to the cloud. You can make a lot more money off consumers if you can turn their entire computing experience into a utility.

Re: Motherboard sales 'collapse' amid unprecedented shortages fueled by AI

#120
I'm thinking about how I jumped on getting a new PC a little over a year ago anticipating tariffs would balloon prices. Turns out I made the right choice but for the wrong reasons (not like the tariffs are helping either, but just wasn't as big of a factor).
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