| ▲ | goldenarm an hour ago |
| What kind of thing ? Shortages ? |
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| ▲ | runiq an hour ago | parent | next [-] |
| The end of owned hardware. In the glorious future, you will rent your hardware and you will like it. |
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| ▲ | goldenarm 38 minutes ago | parent [-] | | That makes sense, most LLMs are rented out, software could be next if RAM prices keep increasing 2x every 8 months |
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| ▲ | bigfishrunning an hour 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. |
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| ▲ | phatfish an hour ago | parent | next [-] | | 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. | |
| ▲ | overfeed 42 minutes ago | parent | prev [-] | | > This is the system working. Something one could say about a high fever being a sign of the immune system working. There are obvious temporary and permanent risks to how the system works, and there are limits beyond which everything simply breaks down. It's best not to have a fever at all. | | |
| ▲ | azan_ 31 minutes ago | parent [-] | | > It's best not to have a fever at all. Well put. Indeed non-free market solutions typically rely on some impossible conditions, in your comparison that would be "just don't get sick". But people will get sick. You can't just "not have a fever at all". |
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| ▲ | protoster an hour ago | parent | prev | next [-] |
| More like a global economic depression |
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| ▲ | colechristensen an hour 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. |
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| ▲ | clove 19 minutes ago | parent [-] | | I'm not saying your wrong, and I'm not trying to be antagonistic, but when I read your comment, I uncontrollably began imagining I was reading one of those reader-submitted comments in a newspaper about the internet in the 90s. Again, I'm not saying you're wrong, but I was somehow teleported to a future in which AI is ever-present in the same way the net is now and trying to reconcile your viewpoint, which was impossible. Of course, my hallucination does not dismiss the possibility that we are in a bubble. Wasn't CSCO something like 200x PE during the dot com bubble? People see immense potential in an idea but don't know how to properly price it, and so we get what is seen as essentially infinite expected growth priced into companies and their products. My $3k laptop has nearly the best components on the market right now. The problem is that it has a poor build (MSI) and is falling apart in a way that's not repairable. I looked into purchasing an equivalent-or-better laptop, and I couldn't find anything under $6 for essentially the same specs, and over $10k for a significant upgrade. Though I need my laptop for work, I decided just to ride it out till it's death. |
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