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AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention

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Re: AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention

#151

Earlier quoted context omitted.

Are we looking at a future where home computers are replaced by thin clients and all the power lies in subscription services? No if we're in a working free market. Companies will see the rising prices and start making more of those things, bringing prices back down.

(Who's gonna tell him)

Tell him what? Why don't you start?

Re: AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention

#152

Earlier quoted context omitted.

> Are we looking at a future where home computers are replaced by thin clients and all the power lies in subscription services? The supply chains for high-end chips are brittle enough that it's a very real possibility we end up with a severe supply crunch such that neither clouds nor individual users can access new chips at anything approaching reasonable prices. TSMC owns 60% of the foundry market. So if China decid…

> TSMC owns 60% of the foundry market. So if China decides to invade Taiwan, that would likely mean ~60% of CPU and GPU manufacturing capacity permanently destroyed at once. While it would certainly be devastating, do note that TSMC has fabs in places that aren't Taiwan. So their entire production wouldn't immediately go offline, and presumably China would still want to keep selling those products and would have an i…

> presumably China would still want to keep selling those products and would have an interest in avoiding destroying those factories

It has been hinted by people who might know something that Taiwan has rigged their factories to explode if China invades to ensure China can't get a hold of those factories. I'm not sure if it is true, but it wouldn't be hard to do (the hard part is ensuring the explosives don't go off for other reasons)

Re: AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention

#153
post #12

- GPU prices rising - RAM prices rising - hard drive prices rising Are we looking at a future where home computers are replaced by thin clients and all the power lies in subscription services? ‘You don't need storage space, use our cloud subscription’ ‘You don’t need processing power, stream your games through our subscription service.’ Game publishers have already publicly floated the idea of not selling their games…

> Are we looking at a future where home computers are replaced by thin clients and all the power lies in subscription services?

Always have been. Ever since the SaaS revolution of the early 2000s high-growth software businesses have been motivated to chase subscription revenue over one-time sales because you get a better multiple.

From an economic perspective The Market would like the average person to spend all their money on rents, and the only option is how you allocate your spending to different rentals. Transportation, housing, food, entertainment (which is most of computing) are just different fiefs to be carved up by industry monopolists.

Re: AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention

#155

Earlier quoted context omitted.

Can we please not kid ourselves with thoughts about how this being good from certain perspectives, when the development is _clearly_ bad for consumers?

I do agree with the negatives, but at the same time, I do see some upside. I live in a cycling city, and need to rent a car maybe once a year. why then should I bother myself with the annoyances of vehicle ownership?

Let me be clear here: I do not own a car and I live in a city that doesn't require car ownership.

There is a difference between choosing not to own something because it is personally more efficient or reasonable to do so, and being priced out of owning something. I don't own a car because I don't need it, I rent because I cannot afford a home.

Re: AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention

#156
post #68
post #12

- GPU prices rising - RAM prices rising - hard drive prices rising Are we looking at a future where home computers are replaced by thin clients and all the power lies in subscription services? ‘You don't need storage space, use our cloud subscription’ ‘You don’t need processing power, stream your games through our subscription service.’ Game publishers have already publicly floated the idea of not selling their games…

For Christmas I got an alarm clock that basically doesn’t function without a $50/year subscription. For an alarm clock (Hatch.co). Consumers need to get better at understanding TCO when buying things. Or maybe the government should be slapping those “annual cost” stickers like they do on washing machines to understand how much electricity they use.

I set up one of these yesterday, and it was an infuriating experience.

Re: AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention

#157

The price shock that’s about to hit the AI industry is gonna be very fun to watch.

As a user of Claude I have been worried about this.

As someone who can't stand these tools, I'm ecstatic. Y'all have been hooked by the early venture-backed "scale up at all cost" period. You're gonna get squeezed so hard once investors start demanding returns on their investments -- and this whole craze is, hopefully, coming to an end.

Re: AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention

#158
post #12

- GPU prices rising - RAM prices rising - hard drive prices rising Are we looking at a future where home computers are replaced by thin clients and all the power lies in subscription services? ‘You don't need storage space, use our cloud subscription’ ‘You don’t need processing power, stream your games through our subscription service.’ Game publishers have already publicly floated the idea of not selling their games…

> home computers are replaced by thin clients

phones have 128GB storage and are vastly more powerful than the workstation i did my grad thesis on. Now that electron has exhausted the last major avenue for application bloat, i don't see why thin would mean anything.

Re: AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention

#159
post #68
post #12

- GPU prices rising - RAM prices rising - hard drive prices rising Are we looking at a future where home computers are replaced by thin clients and all the power lies in subscription services? ‘You don't need storage space, use our cloud subscription’ ‘You don’t need processing power, stream your games through our subscription service.’ Game publishers have already publicly floated the idea of not selling their games…

For Christmas I got an alarm clock that basically doesn’t function without a $50/year subscription. For an alarm clock (Hatch.co). Consumers need to get better at understanding TCO when buying things. Or maybe the government should be slapping those “annual cost” stickers like they do on washing machines to understand how much electricity they use.

I would never buy this product but it seems pretty clear on the website the sub is highly integrated and most likely required.

Re: AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention

#160
post #55
post #12

- GPU prices rising - RAM prices rising - hard drive prices rising Are we looking at a future where home computers are replaced by thin clients and all the power lies in subscription services? ‘You don't need storage space, use our cloud subscription’ ‘You don’t need processing power, stream your games through our subscription service.’ Game publishers have already publicly floated the idea of not selling their games…

I don't know how everyone arrives at that conclusion when the cost of the subscription services is also going up (as evidenced by the very article we're talking about). People who are renting are feeling this immediately, whereas people who bought their computers can wait the price hikes out for a couple years before they really need an upgrade.

Subscriptions have a "boiling frog" phenomenon where a marginal price increase isn't noticable to most people. Our payment rails are so effective many people don't even read their credit card statements, they just have vampires draining their accounts monthly.

Starting with a low subscription price also has the effect of atrophying people's ability to self-serve. The alternative to a subscription is usually capital-intensive - if you want to cancel Netflix you need to have a DVD collection. If you want to cancel your thin client you have to build a PC. Most modern consumers live on a knife edge where $20/month isn't perceptible but $1000 is a major expense.

The classic VC-backed model is to subsidize the subscription until people become complacent, and then increase the price once they're dependent. People who self-host are nutjobs because the cloud alternative is "cheaper and better" until it stops being cheaper.

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