181–190 of 1001 posts
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.
Earlier quoted context omitted.
I really think this is a coordinated effort to restrict computing capacity for individuals and force adoption of centralized AI - I think there already is evidence of this from the moves OpenAI had made to lock up memory and gpu markets.
Who exactly is “coordinating” that effort? Surely everyone except the datacenter builders and the big hosted AI models has exactly the opposite incentive.
Earlier quoted context omitted.
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.
Yeah but if you think about it... you don't really _NEED_ any of this stuff. It's all "want" and not "need" deep down. We don't really need smartphones, we're just led to believe we can't live without them.
Technically, sure, but there are jobs that require you to have a phone (at many different career points too), colleges that expect it, and more. And while there may be workarounds, they are often workarounds at someone else's expense, such as asking someone else to check the class schedule or work schedule.
So yes. You don't need to own a smart phone. And you don't need to own shoes. Both will get you (understandable) looks from general society. Both will limit what you can do. Both are somewhat understandable as having become a default, expected thing that people WILL have.
Welcome to the era of thinking more carefully about computer resource usage!
I wish but I am not hopeful that's actually going to happen
Damn it, I was just about to buy a mac mini with 24gb ram yesterday, but waited until today to figure out some shipping logistics. Definitely didn't expect the price would go up so much in one day.
I was planning to upgrade my 16" M1 Pro to the M6 Pro 16" MBP later this year. 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.
Earlier quoted context omitted.
Inflation is an average of many things. Computer components have a huge spike in demand with insufficient increase in supply, which is going to lag for years, so we might as well be buying at auction. It's not a price that flows through the entire economy, like the price of oil. So yes, inflation on average is nowhere near as high as in RAM prices.
> Inflation is an average of many things What other things have been getting cheaper in the last ~2 years? And as it's an average of many things, it's quite easy to change which 'things' it is calculated upon to show whatever number is more convenient politically.
I suspect that these prices are going to seriously dent sales. RAM is getting crushed. I bet the next step is going to be dumb terminals and centralisation onto all the hardware that the cloud companies bought up for AI and found wasn't possible to get any ROI out. Bezos was all over that already. We are truly entering the dark ages of personal computing.
This is one of my biggest fears of this whole thing, that personal (local) computing is going to effectively die.
I mean Micron exited the consumer market entirely. All fab capacity is going to HMB, not consumer chips. The cartel has zero desire to make consumer hardware anymore, AI/data centers are far too profitable for them. Micron just reported gross margin of 85%.
So the cartel is raking in the dough selling shovels, screwing consumers, with long term supply deals already in place, they have no need to even think about the personal computer market (or chips for anything else either, this is going to cascade into automotive and elsewhere) until at least 2028-2029.
I'm sure Microsoft is frothing at the mouth to sell people thin clients with a Windows 365 subscription, and I wouldn't be surprised to see the new XBox go all in on cloud gaming like GeForce now.
We're stuck in this situation until/unless the AI buildout slows or stops in some sort of market correction.
I suspect that these prices are going to seriously dent sales. RAM is getting crushed. I bet the next step is going to be dumb terminals and centralisation onto all the hardware that the cloud companies bought up for AI and found wasn't possible to get any ROI out. Bezos was all over that already. We are truly entering the dark ages of personal computing.
Supply chain crunches are not unique or new. It happens. Earth is flooded with powerful smartphones, Mac’s are already on M5 generation. Most people already get most of their computing from their phone. We will be fine.
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…