Earlier quoted context omitted.
Prices are decided at the margins. Having PE and REITs at every single table, even if their actual ownership is small as a %, makes huge differences.
You’re still missing the key point: Hedge funds and REITs aren’t arbitrarily buying housing at any cost. They are responding to the market. If they overbuy then they will lose money and have to sell at a loss, at which point you could snap up some good deals.
Hetzner Prices increase 30-40%
491–500 of 662 posts
Re: Hetzner Prices increase 30-40%
#492Earlier quoted context omitted.
Saying this is just the market...is like saying housing is a free market after hedge funds buy your entire neighborhood...
But... They're not wrong. That IS the market. Unrestricted, gloriously free market with its historically predictable outcomes - yay! That's not where the interesting discussion is. The interesting discussion is with the notion that free unregulated markets are universally good and will naturally lead to positive outcomes because... I don't know, I'm personally not religious, but somebody here will help me :-).
Re: Hetzner Prices increase 30-40%
#493Earlier quoted context omitted.
But these markets are only "free" if you ignore the net $5.5 trillion the Fed has printed post GFC. https://fred.stlouisfed.org/series/WALCL
Don't forget the Republican policy of starve the beast that includes Republicans happily putting the US into un-sustainable debt as a matter of policy, hoping to break the government so badly that Republicans can then enforce unpopular policy they can't get any other way.
Re: Hetzner Prices increase 30-40%
#494Earlier quoted context omitted.
This doesn't solve the issue that globalism caused. Europe doesn't make DRAM nor has the know-how to quickly bring factories online which usually take 10+ years. We are tied to American economy and if AI companies start driving prices up not only DRAM but basically everything will become more expensive.
Europe has stopped making DRAM relatively recently (Qimonda). This should have not been allowed to happen.
Re: Hetzner Prices increase 30-40%
#495Earlier quoted context omitted.
Saying this is just the market...is like saying housing is a free market after hedge funds buy your entire neighborhood...
But... They're not wrong. That IS the market. Unrestricted, gloriously free market with its historically predictable outcomes - yay! That's not where the interesting discussion is. The interesting discussion is with the notion that free unregulated markets are universally good and will naturally lead to positive outcomes because... I don't know, I'm personally not religious, but somebody here will help me :-).
The textbook desirable outcome is that competitive markets minimize suppliers'surplus which is good for consumers.
Not that this doesn't mean unregulated markets. Monopolies and oligopolies acting like a monopoly are textbook examples of pathological markets where suppliers can maximize their surplus.
I think pretty much everyone would agree that the current situation is a failure of regulation not over regulation. Regulator and legislation have been constantly weakened in the name of international competitiveness since Reagan.
Re: Hetzner Prices increase 30-40%
#496Earlier quoted context omitted.
Low yields means their production can cost more than they sell it for, which is not sustainable. They have to have yields good enough that they can make money, otherwise the government is just subsidizing a give away, which is fine if they don’t export them but wouldn’t make sense if they do.
Chinese planning revolves around mastering a technology no matter the cost, then monopolozing the global market no matter the cost, then bankrupting existing foreigner competitors or entirely preventing them from arising in the first place no matter the cost, to only then caring about costs and to start profiting from it all.
Re: Hetzner Prices increase 30-40%
#497Earlier quoted context omitted.
Please provide historical examples.
Tyson Foods, Cargill, JBS, and National Beef controls roughly 85% of the U.S. beef market CVS Caremark, Express Scripts, and OptumRx manage over 80% of all prescriptions in the U.S Amazon buys 50% of all books. These examples are even more extreme than at least 3 major clouds present in the US buying hardware.
Re: Hetzner Prices increase 30-40%
#498Earlier quoted context omitted.
Okay. Then buy pizza oven from Italy and see how shipping costs are 60% of the price of the oven. Anyway - you seems to misunderstand. If transporting something from Shenzhen to Franfurt is cheaper than transporting the same thing from Krakow to Thessaloniki - means that EU has fucked up royally in its main mission - to facilitate movement of goods. WE have ungodly patch of local carriers and courier companies and a…
> If transporting something from Shenzhen to Franfurt is cheaper than transporting the same thing from Krakow to Thessaloniki - means that EU has fucked up Ummmm. No. It means the United Nations Universal Post Union international treaties which effectively provide China with subsidised postage TO THE WORLD (as China is a "developing country") needs urgently updating....... Some of the postage you pay to send parcels…
Re: Hetzner Prices increase 30-40%
#499Earlier quoted context omitted.
Micron Technology, Inc. is an American semiconductor company that manufactures computer memory
They don't produce them within the US . They're building some factories to do so in the future, but as of now their output is 0.
Re: Hetzner Prices increase 30-40%
#500Earlier quoted context omitted.
CCP is the common one even though not the official, either use is fine and understandable (as you've understood it clearly). What do you mean? I'm talking about the CCP funding projects to increase yield for their fabs, not buying GPUs from NVidia...
It’s CPC because the official name of the party is Communist Party, China, a hold over to when China was more aligned with the soviets before Stalin died. As long as they subsidize GPUs for domestic use, it makes sense. But we won’t see them for export until their yields are good enough to make them profitable. They will also have a hard time scaling with bad yields, leading to a continued need for GPU imports to mee…
I'm very aware of that but it's commonly referred to as CCP which is understandable for any reader, I don't need to change it to CPC to be understood at all. Not sure why you insist on nitpicking this point, rather pointless, it's just a common way to refer to it.