* October 2020: around 200 EUR
* May 2026: around 230 EUR
181–190 of 204 posts
* October 2020: around 200 EUR
* May 2026: around 230 EUR
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We saw this during the pandemic when everyone wanted to purchase bicycles. Shimano (they make bike transmission parts and brakes) saw a huge increase in demand. Shimano didn't want to invest into new factories as they assumed the demand was a temporary spike. I'm pretty sure this is what is happening currently with RAM, SSD's and processors. New fabs are coming on line, and Apple is looking at both Intel and Samsung…
I don't get this, is there a world where we need fewer cpu/ram/ssds in the future? Like, there's so many things that could benefit from a cheap processor involved in their operation, the growth seems effectively unlimited.
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Also my understanding is that a lot of the suppliers remain skeptical / prudent about the long term demand from AI. Not their first boom/bust cycle.
Or their continued collective inability to predict or manage supply and demand, it happens repeatedly and previous events were very minor in comparison... The other obvious reason is profiteering but pretty much impossible to prove.
When supply is constrained, widgets to get sold to whoever is willing to pay the most. It’s capitalism, baby. Arguably this is a good thing, because the limited resources are allocated to the people who can create the most value from them. And high prices provide an economic incentive to bring more supply online.
Nvidia is making big profits right now because they don’t have a lot of competition for their fancy AI chips. The prices will come down when they have more competition.
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>It's a dubious notion though, the demand is here to stay and new supply needs to come online to meet demand. This is a big bet. Look at what happened in 2001 with the dot-com boom. We're still trading on their dark fiber over-build today. Meanwhile any overcapacity built in fabs will quickly be made obsolete by newer and better fab technology (or at least, that's been the pattern for the past 30 years). I think you'…
The idea that we're still trading dark fiber from 2001 is an old narrative right? I guess it is still floating around. But, we're in a second big fiber build out for not only residential, but also to connect all these new data centers. Could there be some demand oscillation for silicon? Sure, but overall deep learning is not some passing fad even if someone gets too far out over their skis and over buys. So far Big T…
Bad metaphor. Not being forward enough is a common mistake. When learning, you may want to make yourself _feel_ like you're too far forward. We can commonly think we're too far forward when actually overall we're still too far back. Teaching it is very hard.
Although it is dependent on your style of skis (e.g. carving) and style of skiing (powder, racing, cruising).
For me, it is very rare that I go too far forward (I began with a leant back style and I haven't rectified that after many years of skiing). I try to prioritise fun over ability.
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> If this stuff stays this expensive/profitable, industry will grow capacity to boost earnings until they overshoot, there's not some grand conspiracy to make you rent everything Production cartels exist to prevent individual greed from "ruining" it for the rest of the group. OPEC does it in the overtly, memory manufactures do it covertly, and have been convicted of conspiring in multiple jurisdictions, on multiple o…
Good point re cartels. But I still don’t think there’s a shadowy group trying to make owning things impossible for normal people as an explicit goal.
We bought a 2TB Sandisk SSD back in 2024 for around $95 from best buy. Today 1TB ssd by sandisk is $166(the cheapest that i found, and it goes for $199 in walmart). Market is forcing people to become renters than buyers and there is no force countering that idea. Its a market failure that people will study 10-15 years from now. EDIT- The same 2TB ssd is now $329.99 at bestbuy.
We bought a 2TB Sandisk SSD back in 2024 for around $95 from best buy. Today 1TB ssd by sandisk is $166(the cheapest that i found, and it goes for $199 in walmart). Market is forcing people to become renters than buyers and there is no force countering that idea. Its a market failure that people will study 10-15 years from now. EDIT- The same 2TB ssd is now $329.99 at bestbuy.
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> Market is forcing people to become renters than buyers and there is no force countering that idea. The doomerism surrounding this topic is wild. Gas prices have also gone up recently, but I don't see the same claims about how it's the end of personal vehicles, that the prices are never coming down, or that we're all becoming renters instead of buyers. Saying that there isn't a force countering this is peak doomeris…
If you don't see people talking about the "end of personal vehicles", it could just be that you haven't looked very hard. It's intuitively obvious to a lot of people that the era of personal, wholly owned transportation is waning. A lot of people seem to miss the second clause of that old "you'll own nothing" phase, the part where most people are happy about it! When vehicles drive themselves, and there's a large eno…
Or it could be that I mostly talk to people in the real world, and less so follow the echo chambers online that think "you'll own nothing" is a foregone conclusion about the future and fit their worldview to match.
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I was quoted $18K for a 3.7 TB Dell NVMe disk the other day. I'm gonna guess these drives are literally a quarter million each
> I was quoted $18K for a 3.7 TB Dell NVMe disk surely you don't actually think that's realistic pricing?
It is very real, that is the price they quote. You can buy it through Dell at that price.
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I was going to say blood of virgins, but tears are probably better heat conductors.
I tempted to say that blood is better one. Among other things blood has iron, while tears just salt. Last, but not least it's for thermoregulation of the body.