Damn i was really hoping to get one :(
Valve's Steam Machine has been delayed, and the RAM crisis will impact pricing
11–20 of 66 posts
Re: Valve's Steam Machine has been delayed, and the RAM crisis will impact pricing
#12What's interesting to me is here is that we basically are in terra incognita with this RAM market.
We are at a point where the market is so concentrated that nobody wants to invest in production capacity anymore as everyone wants margins to stay high. So when companies pivot to new niche like data centers, you see penuries on the consumer markets with nothing happening to solve the issue. The boom and bust cycle seems over at least as long as demands stay stable. Baring a crash of the IA economy, I don't see any short term change coming from the key manufacturers.
Yet, what I find fascinating is that the whole oligopoly has pivoted so hard, they couldn't quickly pivot back to protect these markets if challenged. There is a unique opportunity for new comers if they can get the manufacturing capacities. Some Chinese manufacturers who used to make low grade chips could be tempted. They might be impaired by the new geopolitical situation however and the tarifs.
Re: Valve's Steam Machine has been delayed, and the RAM crisis will impact pricing
#13Earlier quoted context omitted.
Gabe Newell? Yeah. He deserves it frankly.
He's a great guy, but nobody deserves to be a billionaire. He would do great even if he was "just" a multi-millionaire.
I'd honestly much rather have him select where that money goes towards than many governments
Re: Valve's Steam Machine has been delayed, and the RAM crisis will impact pricing
#14Earlier quoted context omitted.
Maybe you should think about why a company like Valve could have never been founded in the EU instead.
CD Project Red and GOG, founded and headquartered in Poland?
I guess the point is that they got this level of success (which GOG didn't reach) because they're based in US.
And I tend to agree with that, there are some reason, including the fact that it's a huge country with a wealthy population that use loans and credit cards to buy even more that they can afford. That creates a strong domestic market that you can leverage before having to look at international sales.
Nothing to do with the US government policies of course...
Re: Valve's Steam Machine has been delayed, and the RAM crisis will impact pricing
#15[flagged]
Why are you using a US VC's forum, so?
Re: Valve's Steam Machine has been delayed, and the RAM crisis will impact pricing
#16Earlier quoted context omitted.
He's a great guy, but nobody deserves to be a billionaire. He would do great even if he was "just" a multi-millionaire.
I'd honestly much rather have him select where that money goes towards than many governments
In democracies money going to governments isn't sucked to some kind of vacuum. It's reinvested in infrastructure, social programs, investment programs, etc.
The US would be better off if it had more money to invest in healthcare and education, and Gabe would still be fine living in a house worth a few millions instead of on a half billion yacht.
Re: Valve's Steam Machine has been delayed, and the RAM crisis will impact pricing
#17Earlier quoted context omitted.
I'd honestly much rather have him select where that money goes towards than many governments
In democracies money going to governments isn't sucked to some kind of vacuum. It's reinvested in infrastructure, social programs, investment programs, etc. The US would be better off if it had more money to invest in healthcare and education, and Gabe would still be fine living in a house worth a few millions instead of on a half billion yacht.
I live in a democracy (central Europe) and too much is spent on subsidizing farmers and useless social programs.
Re: Valve's Steam Machine has been delayed, and the RAM crisis will impact pricing
#18Earlier quoted context omitted.
He's a great guy, but nobody deserves to be a billionaire. He would do great even if he was "just" a multi-millionaire.
I'd honestly much rather have him select where that money goes towards than many governments
This comes right after the news that Gabe purchased another Yacht (like his 6th or 7th?), so at least some fraction of the money is going towards normal billionaire stuff, which certainly doesn't help the homeless, or the even more oppressed Gamers.