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by alephnerd6 hours ago |
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upvoteby martin84126 hours ago|
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It has honestly gotten frustrating to even read anything on the internet these days. It’s just conspiracies upon conspiracies all the time, and it’s constantly in your face.

If only they were good conspiracies with some weight to them, but no, they fall apart if you have a rudimentary understanding of the subject.

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upvoteby foltik6 hours ago|
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https://en.wikipedia.org/wiki/DRAM_industry_price_fixing
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upvoteby martin84123 hours ago|
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Which was caused by the exact problem they’re trying to avoid by not going on a spending spree to increase manufacturing capacity.

They had built way too much capacity during the 90s and were losing money on every chip because they couldn’t run the fabs at full capacity. That’s why they colluded to increase the price to save their collective hides.

A new competitor wouldn’t be able to enter the market and lower the prices without also losing money. That’s not the case today, the Chinese are trying hard to do just that.

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upvoteby kuerbel6 hours ago|
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It's easier to bear that there might be a conspiracy, than that this outcome is the result of chaos and stupidity and greed. Also it makes you think you are smarter than anyone else.
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upvoteby alephnerd6 hours ago|
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Fundamentally, it comes down to whether or not you think "AI/ML" can disappear tomorrow and the world would continue to run as normal.

From what I have seen, it cannot. It has become foundational the same way Internet 1.0 (eg. Email, Static HTML, Web Directories, SSL) became foundational for a significant portion of the global economy in the 1990s and 2000s.

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upvoteby HarHarVeryFunny5 hours ago|
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AL/ML isn't going away, but what that means for demand for various types of memory remains to be seen. LLM are clearly a commodity, and once they are "good enough" then it'll just be about price, meaning that smaller and less memory hungry models will win.

It's a bit like the Sun/etc workstation market vs PCs, and high end expensive PCs vs cheap ones. Once the cheap PCs became "good enough" then they naturally dominated.

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upvoteby bigstrat20034 hours ago|
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Not only could the world run as normal without AI as we have it today, it would run better. The tech we have is a net negative, slowing things down and making things harder without providing value.
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