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protoster 2 hours ago

This feels like a sign of something very bad happening soon

goldenarm 35 minutes ago | parent | next [-]

What kind of thing ? Shortages ?

runiq 6 minutes ago | parent | next [-]

The end of owned hardware. In the glorious future, you will rent your hardware and you will like it.

bigfishrunning 27 minutes ago | parent | prev | next [-]

We're already in a shortage (of RAM). Price increases should be a motivator to increase production. This is the system working.

phatfish 5 minutes ago | parent [-]

Will there be increase in production if the 3 companies that make the RAM decide they can profit more by keeping production mostly the same and flogging it for 10x the price of a couple of years ago to a few AI companies happy to burn cash?

The only hope is China spoils the party.

protoster 14 minutes ago | parent | prev | next [-]

More like a global economic depression

colechristensen 9 minutes ago | parent | prev [-]

We're in a pretty big bubble predicated on the idea that AI is going to have a lot more value than it actually will. Not that it's not going to be useful, it just isn't going to be the incredible force multiplier the market thinks it is. This speculation, gas prices, tariffs, etc. are going to result in a 2009-ish bubble pop I'm guessing which will be triggered by particularly bad private credit default news (perhaps a sizable bank failing?) and or some major news triggering the reevaluation of the AI hype poking at some systemic banking issue or another.

bsimpson an hour ago | parent | prev [-]

Is soon now?

vel0city 41 minutes ago | parent | next [-]

When will then become now?

https://youtu.be/nRGCZh5A8T4?t=73

deaton an hour ago | parent | prev [-]

sometime in the past