Earlier quoted context omitted.
Capitalism was never about owning things. It's about accumulating capital (hence the name), and renting stuff is more profitable than selling stuff.
not quite: its about accumulating capital yes, but also with private ownership (as opposed to collective ownership) and the use of said capital to gain more capital (investment returns put back into more investment) > renting stuff is more profitable than selling stuff maybe, maybe not, but it is usually more stable and predictable
AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention
471–480 of 495 posts
Re: AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention
#472The price shock that’s about to hit the AI industry is gonna be very fun to watch.
I keep asking our product team what the plan is when our API/Infra costs eventually skyrocket and our AI features become unsustainable, but there's absolutely zero preparedness. We throw in all these cute little AI features to fill out marketing bullet points because they're basically free, but if they had real cost we're going to have no choice but to take them away.
Re: AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention
#473Earlier quoted context omitted.
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.
> wait the price hikes out for a couple years Or much longer. The computers I use most on a daily basis are over 10 years old, and still perfectly adequate for what I do. Put a non-bloated OS on them and many older computers are more than powerful enough.
And the inability to run rootkits is a bonus, not a drawback.
Re: AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention
#474Is there a reliable service that plots hourly price per GPU per cloud through time?
I’ve been working on computeprices.com as a side project for the last year to do just that.
If not I think the landing page should be just that with checkbox filters for all GPUs on the left that you can easily toggle all on/off to show/hide their line on the graph.
Re: AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention
#475The price shock that’s about to hit the AI industry is gonna be very fun to watch.
Re: AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention
#476Earlier quoted context omitted.
Presumably at least in part because China's just as dependent on TSMC as everyone else (at least for the time being). So it's a form of Mutally Assured Destruction, kind of like nuclear weapons. If they actually have to be used, then everyone's in for a bad time, but seeing as nobody wants that, it acts as a disincentive.
This makes no sense. China doesn't want Taiwan because of TSMC, it wanted Taiwan long before TSMC was a major player. The only effect of destroying factories would be to make Taiwan poorer, while China would still get what it wanted.
+ China gets to profit from selling phones, computers, etc. to the west
- China doesn't get to own a piece of land
Invading Taiwan:
+ China owns a piece of land
- China can't manufacture anything the west is interested in.
Re: AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention
#477- 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…
Re: AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention
#478Earlier quoted context omitted.
Destroying the fabs would hurt the West a lot more than China, which is rapidly playing catch up (while US and EU are not). The other glaring flaw in this pop-geopolitics narrative is that China already has enormous economic leverage over the West, even without the chip supply chain.
> Destroying the fabs would hurt the West a lot more than China, which is rapidly playing catch up (while US and EU are not) Is that true? My understanding is that Intel while somewhat behind TSMC, is (along with Samsung) still broadly keeping pace. Whereas SMIC while rapidly improving is still playing catch-up.
US has intel and some other options, but it would be a colossal issue and adjustment.
China has its well funded, fast progressing Chinese chiplets, but it would be a colossal issue and adjustment.
All we can tea leaf is this: which party has a better history of making large fast industrial adjustments, and which economy is more reliant on cutting edge chips? I think china wins on both personally, so I would give them the edge, gun to head. But it’s an extremely messy process for either.
Re: AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention
#479Earlier quoted context omitted.
This makes no sense. China doesn't want Taiwan because of TSMC, it wanted Taiwan long before TSMC was a major player. The only effect of destroying factories would be to make Taiwan poorer, while China would still get what it wanted.
Not invading Taiwan: + China gets to profit from selling phones, computers, etc. to the west - China doesn't get to own a piece of land Invading Taiwan: + China owns a piece of land - China can't manufacture anything the west is interested in.
PS. Rozwiń? Nie o tym jest dyskusja "czy Chiny to zrobią", tylko o tym czy Taiwan zrobił to co powtarzane tutaj bezsensowne plotki mówią. To są dwie zupełnie różne sprawy, mimo że mogą się wydawać tożsame.
Re: AWS raises GPU prices 15% on a Saturday, hopes you weren't paying attention
#480Earlier quoted context omitted.
But I do care about latency . . . and I want things to still work when the wifi is dodgy. I already find things like Office 360 deeply frustrating (only use it for work).
You do, but most people don't. So not enough people will complain that it will make any difference. And the people who don't complain will just keep forking out money because they're addicted.