The ram/gpu shortage won't last forever though. Moreover we can be pretty confident that long-term the prices will obey wrights law and come down in cost significantly (from the pre-shortage prices) as we learn to produce them more efficiently.

LLM companies are valued as if they're going to have some enduring monopoly that they can extract money from... GLM-5.2 and similar models make that valuation very very questionable.

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UncleOxidant 7 hours ago | parent | next [-]

> The ram/gpu shortage won't last forever though.

No disagreement there, but it could easily last another 3 to 5 years which is a long time in tech terms.

	▲	DougN7 3 hours ago \| parent [-]
		Long enough for them to IPO and all the execs to retire. I doubt they care beyond the IPO.

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mannanj 7 hours ago | parent | prev [-]

> The ram/gpu shortage won't last forever though

Don't underestimate the markets ability to remain irrational

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colinsane 5 hours ago | parent [-]

the companies which have the power to alleviate these shortages are the same companies who are profiting most from the shortage. scarcity is an asset, it's not irrational that a concentrated marked will produce more of that asset.

	▲	selectodude 4 hours ago \| parent [-]
		The solution for high prices is high prices. If making RAM and SSDs is now cause for a 10 figure valuation, after enough time somebody will dive in.