What's wild is OpenAI doubling down on hyperscaling when it's obvious that the gains from pre-training are coming to an end. They seem determined to just go out in flames...
The thing is, it seems like they are planning to force everyone else out of the market. Acquire all the RAM they can possibly get, leave none for the competition, pray to survive the entire mess. It's the inevitable peak of the venture capital pipeline, just this time it isn't individual industries (e.g. taxis with Uber, hotels with AirBnB) getting squeezed out by unsustainable pricing - it's the economy at large tha…
Framework Raises DDR5 Memory Prices by 50% for DIY Laptops
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Re: Framework Raises DDR5 Memory Prices by 50% for DIY Laptops
#32Earlier quoted context omitted.
This is the fault of manufacturers fixing supply, especially in the case of micron, one of only 3 memory chip manufacturers, deciding to flip the bird to the non-AI consumer market.
Is this the "fault" or is it just the result of rational economic actors?
Re: Framework Raises DDR5 Memory Prices by 50% for DIY Laptops
#33I wonder what Apple's next move will be :-)
EDIT: Spelling
Re: Framework Raises DDR5 Memory Prices by 50% for DIY Laptops
#34Re: Framework Raises DDR5 Memory Prices by 50% for DIY Laptops
#35Yikes, I hadn’t realized this was that big of a problem. The same exact G.skill z5 64Gb ram I bought 4 years ago is well on its way to being double the price. Does this have more to do with Crucial ending consumer product lines or tariffs?
The RAM I bought last year has more than tripled. 2x32 DDR5 kits, $240/kit, now $820.
Re: Framework Raises DDR5 Memory Prices by 50% for DIY Laptops
#36Actual article: https://frame.work/blog/updates-on-memory-pricing-and-naviga...
Re: Framework Raises DDR5 Memory Prices by 50% for DIY Laptops
#37I thought Apple would get around and improve their memory prices with time, I guess it's the opposite: all manufacturers are now becoming Apple given these raises. I wonder what Apple's next move will be :-) EDIT: Spelling
Apple is a fashionable brand that commands a price premium. They can charge much higher prices and will charge the amount that will maximize their profits.
BMW charges to enable heated seats. They know their customers have money and will pay. Apple is the same.
Framework has to competitively price. They're being forced to update pricing to reflect the reality of supply and demand.
There's also this:
> Due to [Framework's] memory pricing said to be more competitive below market rates, they also adjusted their return policy to prevent scalpers from purchasing DIY Edition laptops with memory while then returning just the laptops. The DDR5 must be returned now with DIY laptop order returns.
Re: Framework Raises DDR5 Memory Prices by 50% for DIY Laptops
#38Earlier quoted context omitted.
The thing is, it seems like they are planning to force everyone else out of the market. Acquire all the RAM they can possibly get, leave none for the competition, pray to survive the entire mess. It's the inevitable peak of the venture capital pipeline, just this time it isn't individual industries (e.g. taxis with Uber, hotels with AirBnB) getting squeezed out by unsustainable pricing - it's the economy at large tha…
This is a huge Hail Mary... IMO they'd be better served slowing down the training pipeline, becoming profitable now, hiring a bunch of scientists and figuring out the next AI technology.
Re: Framework Raises DDR5 Memory Prices by 50% for DIY Laptops
#39I have 96GB of 6000 MT/s. Pcpartpicker says 64GB kits have quadrupled in price since August. So I'm almost surprised it's only 50%.