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Apple boss Tim Cook says prices to rise due to memory chip costs

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151–160 of 178 posts

Re: Apple boss Tim Cook says prices to rise due to memory chip costs

#151

Earlier quoted context omitted.

You don't want to build a huge factory if you believe the market might deflate suddently. A lot of industries got bitten by greed and the sudden deflation of demand and huge unsold inventory post COVID. The reality is the market was overly and abnormaly inflated and consumers who bought the stuff during COVID period were equipped for the next ~10 years in stuff like sporting goods and had no reason to buy new items i…

> A lot of industries got bitten by greed and the sudden deflation of demand and huge unsold inventory post COVID. I’m betting that the world is about to hit a wall of inflation. https://i.ibb.co/s9Mm8w2r/IMG-0743.jpg This is a graph I made. It shows: * the inflation rate from 1971 until 1991 * the inflation rate from the start of COVID 19 until today. Does anyone notice anything interesting about the graph?

> Does anyone notice anything interesting about the graph?

Cherrypicked dates? But I'd like to hear analysis comparing the Nixon shock to the covid shock since one was monetary and one was supply and demand.

Re: Apple boss Tim Cook says prices to rise due to memory chip costs

#152
post #21

There’s probably a big marketing opportunity for anyone who can make more memory-efficient alternatives to some of the bloated apps that have normalized the need for >16GB RAM in a desktop computer. Alongside dark mode, apps should have a “slim mode” that turns off some of the more wasteful features in order to run on older/smaller hardware.

I feel like the market of apps and websites has usually been irrational about bloat because developers tend to have beefy machines. It required a beefy machine just to use Twitter without lag, and now X is the same. In the 2000s it was excessive Flash instead, or Java for apps. Some sites like Google were able to measure the user-engagement cost of slowness and chose to optimize, but they're exceptional. I doubt most…

I don’t think it’d be the worst idea to require devs to regularly test against something like a late era Core 2 Duo or i5-2500 machine with 4-8GB of RAM on the equivalent of a 3G connection. A lot of improvement could be netted from that alone.

Re: Apple boss Tim Cook says prices to rise due to memory chip costs

#153
post #22

There was a very interesting podcast that went into all the details of the AI supply chain shortage [1] The key takeaway for smartphones isn't so much that iphones will cost $150-200 more, which apple customers have shown they can stomach. But that cheap $200 chinese smartphones will need have to hike prices by about the same amount, which will decimate that market. [1] https://www.youtube.com/watch?v=mDG_Hx3BSUE

This is already the case in several African countries (cheap phones are no longer cheap, and sales drop precipitously)

Re: Apple boss Tim Cook says prices to rise due to memory chip costs

#154
post #22

There was a very interesting podcast that went into all the details of the AI supply chain shortage [1] The key takeaway for smartphones isn't so much that iphones will cost $150-200 more, which apple customers have shown they can stomach. But that cheap $200 chinese smartphones will need have to hike prices by about the same amount, which will decimate that market. [1] https://www.youtube.com/watch?v=mDG_Hx3BSUE

Or they'll start making cheap phones with <=2GB of RAM again and people will have to write software that uses memory efficiently (the horror).

Moore's lesser known cousin predicted this as Leslie's Law. Accounting for cost, Moore's law has practically jumped backwards in time over 15 years in the past six months.

Re: Apple boss Tim Cook says prices to rise due to memory chip costs

#155

Earlier quoted context omitted.

For a start, most of the world does not use text messages. They use WhatsApp. (Apart from a few countries where WeChat, Telegram or Line are more popular.) As far as I know the US is the only country that still uses SMS/RCS.

So write a WhatsApp client for your phone and convince the EU to make them interoperate with you.

I was about to say this already exists, but Meta discontinued the KaiOS client a year ago.

For all the EU does right, it's amazing that a reviled United States conglomerate owns their entire social sphere. I hope they can change that and show the world a model of how to do so, especially given how high the stakes are.

Re: Apple boss Tim Cook says prices to rise due to memory chip costs

#156
post #30
post #24

Earlier quoted context omitted.

I doubt there's any kind of a set of features that can be turned off to reduce the memory footprint by any significant amount when most of the memory bloat comes from the application running its own instance of Google Chrome.

Yeah, so don’t do that.

"Please hire a $100,000/year native developer for each of my three preferred ecosystems" is usually the good intention that paves the road to Electron.

Re: Apple boss Tim Cook says prices to rise due to memory chip costs

#157

Earlier quoted context omitted.

I would wait until the next Mac Studio. Rumors are it will have 768GB max memory and with the M6 Max chip, even faster prefill. I feel like it’s the endgame.

Yeah for like $25,000+

Probably will be but I have a feeling the days of $20 and $100 coding plans are winding down. Now that people are so used to using agents, they will raise prices and tighten their grip. At $20k, I might be tempted.

Re: Apple boss Tim Cook says prices to rise due to memory chip costs

#158

Earlier quoted context omitted.

I feel like the market of apps and websites has usually been irrational about bloat because developers tend to have beefy machines. It required a beefy machine just to use Twitter without lag, and now X is the same. In the 2000s it was excessive Flash instead, or Java for apps. Some sites like Google were able to measure the user-engagement cost of slowness and chose to optimize, but they're exceptional. I doubt most…

I don’t think it’d be the worst idea to require devs to regularly test against something like a late era Core 2 Duo or i5-2500 machine with 4-8GB of RAM on the equivalent of a 3G connection. A lot of improvement could be netted from that alone.

It'd help, but leadership would have to commit to actually caring about those metrics, which would only work if dev envs are portable enough to run on the slow test machines before it's launch day. Otherwise the only real way is to give devs slow machines.

Re: Apple boss Tim Cook says prices to rise due to memory chip costs

#159

Earlier quoted context omitted.

I feel like the market of apps and websites has usually been irrational about bloat because developers tend to have beefy machines. It required a beefy machine just to use Twitter without lag, and now X is the same. In the 2000s it was excessive Flash instead, or Java for apps. Some sites like Google were able to measure the user-engagement cost of slowness and chose to optimize, but they're exceptional. I doubt most…

Same for phone. I don't think anyone tests their websites on older devices anymore. Many sites have become useless, because it assumes that you have a massive screen, a modern GPU and plenty of memory. There's no point in having a video as a background, or load an excessive amount of Javascript, just to show me a news feed. No one cares anymore, and I doubt that any hardware supply bottlenecks will improve that. It's…

[deleted]

Re: Apple boss Tim Cook says prices to rise due to memory chip costs

#160

Earlier quoted context omitted.

I feel like the market of apps and websites has usually been irrational about bloat because developers tend to have beefy machines. It required a beefy machine just to use Twitter without lag, and now X is the same. In the 2000s it was excessive Flash instead, or Java for apps. Some sites like Google were able to measure the user-engagement cost of slowness and chose to optimize, but they're exceptional. I doubt most…

Same for phone. I don't think anyone tests their websites on older devices anymore. Many sites have become useless, because it assumes that you have a massive screen, a modern GPU and plenty of memory. There's no point in having a video as a background, or load an excessive amount of Javascript, just to show me a news feed. No one cares anymore, and I doubt that any hardware supply bottlenecks will improve that. It's…

They might be finding that there's more engagement on phone apps than phone website. That could just be because the phone website sucks, but idk, maybe people are really used to downloading apps. Someone on HN mentioned they went all-in on a PWA then realized nobody wanted it.
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