This is an experimental and opinionated piece that I hope triggers some interesting discussion about the current situation with memory makers getting sued and possibly/allegedly the prices being deliberately manipulated with.

If anyone actually manages to read this, feedback is welcome

  • Dave.@aussie.zone
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    2 months ago

    Every large AI startup is racing to be the last one standing. They are all gobbling up compute resources to ensure that they have the best competitive advantage when others go broke. That includes soaking up all the future supply they can to restrict their competitors ability to do the same. In < 5 years time there is only going to be one commercial AI company left, and all the rest will just be skeletons picked clean of all their resources.

    Be prepared to live with whatever hardware you have now for about 10 years. If you’re lucky things will be back on an even keel by then.