121–130 of 1001 posts
With memory manufacturers running gross margins in excess of 80% how long until we see upstarts come online to eat away at that or is that unlikely to happen in the near future? I can't imagine a margin that large is allowed to exist unchallenged for more than a few years.
Apple makes their own CPUs what is stopping them from making RAM?
Just yesterday I saw people saying that Apple wouldn't increase prices until the next refresh. And I agreed! So… holy shit. I think we're going to see even further price increases across the industry. There already were a ton, but it can always get worse, of course. Thank you, OpenAI. What would have we done without your attempts at monopolizing destroying the memory market.
They didn’t increase prices on iPhones, Apple Watch and Airpods
I happened to buy an iPad 2 days ago, dang I got lucky. I thought they’d announce before the iPhone launch but had no idea it would be this soon.
But as soon as I heard Cook say they're planning price increases last week, I ran out and bought a 15" M5 Air 24GB/1TB for $1444 at MicroCenter.
The M6 Pro/Max MBP generation is going to be super expensive given the RAM and storage costs, brand new design, OLED, and TSMC N2 node.
Just yesterday I saw people saying that Apple wouldn't increase prices until the next refresh. And I agreed! So… holy shit. I think we're going to see even further price increases across the industry. There already were a ton, but it can always get worse, of course. Thank you, OpenAI. What would have we done without your attempts at monopolizing destroying the memory market.
They didn’t increase prices on iPhones, Apple Watch and Airpods
Just yesterday I saw people saying that Apple wouldn't increase prices until the next refresh. And I agreed! So… holy shit. I think we're going to see even further price increases across the industry. There already were a ton, but it can always get worse, of course. Thank you, OpenAI. What would have we done without your attempts at monopolizing destroying the memory market.
Didn't they literally say they would, just a few days ago? Why would you all say they wouldn't? What would they gain by lying about price hikes?
Just yesterday I saw people saying that Apple wouldn't increase prices until the next refresh. And I agreed! So… holy shit. I think we're going to see even further price increases across the industry. There already were a ton, but it can always get worse, of course. Thank you, OpenAI. What would have we done without your attempts at monopolizing destroying the memory market.
Yeah, I was one of those people. Did not see this coming. The situation is truly dire out there.
Just yesterday I saw people saying that Apple wouldn't increase prices until the next refresh. And I agreed! So… holy shit. I think we're going to see even further price increases across the industry. There already were a ton, but it can always get worse, of course. Thank you, OpenAI. What would have we done without your attempts at monopolizing destroying the memory market.
The fact that a dozen companies are allowed to buy up the entire global supply of core components, and increase the cost of living for every human on Earth, is full blown dystopian.
The 128GB M5 Max MBP I ordered at launch was $7049 and is now $9849 for the same configuration, that's nearly a 30% price increase and more than $2000 bump. During the same time from launch to now, I have seen local LLMs get significantly better, to the point that I wish more people had hardware like this to be able to localize their workloads. I can't help but think society is moving in the wrong direction with this…
Related, I just realized that Apple uses the same numeric price in multiple regions but just changes the currency. At current price, you'd save $3149 USD flying from London to New York City (minus travel costs) to buy a maxed out 14" MBP vs buying it in London, since the price is 9849 GBP vs 9489 USD...
Hey, Infantino was ahead of the curve! For the same price as an English MBP, you can get an American one and see the Three Lions disappoint against Panama!
Apple was already on the edge of "too expensive". Now it's obscene. I think this really opens the door for the new intel framework 13 pro.
Do they have a source for RAM that’s insulated from the global market?
Earlier quoted context omitted.
Farming implements and looms are bad, I miss having to scratch my own food from the earth and knit my own clothing from whatever fibers and animals I could find...
This is not a serious response to my comment. Did farming implements and looms make food and clothing more expensive and scarce? No, they did the opposite, making both more readily available. So your comment is a disanalogy.