More anti sam anti AI propaganda, nothing dirty about this deal
Sam Altman’s DRAM Deal
61–70 of 255 posts
Re: Sam Altman’s DRAM Deal
#62Moves like this should be illegal. It's becoming increasingly clear that OpenAI is going to get lapped by Google on technical merits. So this is the "code red" solution? Supply shenanigans? They are getting beat in the developer market by Anthropic. And getting beat on fundamental tech by Google. This is a company whose ostensible mission is to "benefit all of humanity" ...
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Re: Sam Altman’s DRAM Deal
#63I wonder if this kills Valve's Steam Machine and Steam Frame
Re: Sam Altman’s DRAM Deal
#64Re: Sam Altman’s DRAM Deal
#65Earlier quoted context omitted.
> I thought that was our open goal. Is the goal also to hurt South Korean businesses and all businesses in the world, just to "pwn China" basically?
We’re probably also spurring China to develop more independently. I don’t think it is a good plan, just an unconfusing one.
There is always a ton of risk involved with protectionism. Primarily whether your taxpayer-subsidized domestic jobs and hypothetical national security risk significantly outweighs all the very real economic costs.
Re: Sam Altman’s DRAM Deal
#66Moves like this should be illegal. It's becoming increasingly clear that OpenAI is going to get lapped by Google on technical merits. So this is the "code red" solution? Supply shenanigans? They are getting beat in the developer market by Anthropic. And getting beat on fundamental tech by Google. This is a company whose ostensible mission is to "benefit all of humanity" ...
> Moves like this should be illegal. Should be, as in, new legislation should criminalize it? What's the generalized principle? Or should be, as in existing law should cover it? And if so, what law / how?
Re: Sam Altman’s DRAM Deal
#67> Budget brands normally buy older DRAM fabrication equipment from mega-producers like Samsung when Samsung upgrades their DRAM lines to the latest and greatest equipment. This allows the DRAM market to expand more than it would otherwise because it makes any upgrading of the fanciest production lines to still be additive change to the market. However, Korean memory firms have been terrified that reselling old equipm…
For the most part, free and open trade is beneficial to the Western world order. But I think it's quite straightforward to imagine conditions under which it is not, many of which are currently in effect.
US control of EUV technology is probably the most obvious present one, but limitations on nuclear proliferation are an obvious case where there is no free market. Even selling civilian nuclear technology is controlled.
You may think of it analogously to Free Speech. The dream is complete and total expression. The reality is that if you allow convincing enough liars, your society starts to falter. Consequently, certain kinds of expression are not permitted - notably defamation. Think of it as more a North Star navigation ideal constrained by the trade winds (I suppose the Westerlies would be more relevant, but I couldn't resist the pun).
If you want a couple of reads, I enjoyed A Splendid Exchange about the history of trade, which I followed by the resurgent-though-once-dismissed Zeihan's Disunited Nations (which is more a hypothesis book than a history book).
Re: Sam Altman’s DRAM Deal
#68Moves like this should be illegal. It's becoming increasingly clear that OpenAI is going to get lapped by Google on technical merits. So this is the "code red" solution? Supply shenanigans? They are getting beat in the developer market by Anthropic. And getting beat on fundamental tech by Google. This is a company whose ostensible mission is to "benefit all of humanity" ...
Re: Sam Altman’s DRAM Deal
#69Re: Sam Altman’s DRAM Deal
#70Also what are these contracts? Surely Samsung could decide to cancel the contract by paying a large fee but is that fee truly so large that getting their ram back when prices are now 4x of what they used to be is not worth it?