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CIRCLE WITH A DOT

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  3. To me, "we're going to buy all the RAM and SSDs on Earth" looks like a last desperate bong hit before the bubble pops and suppliers looking to take advantage in the meantime.

To me, "we're going to buy all the RAM and SSDs on Earth" looks like a last desperate bong hit before the bubble pops and suppliers looking to take advantage in the meantime.

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  • gwynnion@mastodon.socialG This user is from outside of this forum
    gwynnion@mastodon.socialG This user is from outside of this forum
    gwynnion@mastodon.social
    wrote on last edited by
    #1

    To me, "we're going to buy all the RAM and SSDs on Earth" looks like a last desperate bong hit before the bubble pops and suppliers looking to take advantage in the meantime.

    A lot of these orders, contracts, and data center proposals have quietly fallen through once the initial hype wears off.

    gwynnion@mastodon.socialG clawfulneutral@soc.port0.orgC juergen_hubert@mementomori.socialJ 3 Replies Last reply
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    • gwynnion@mastodon.socialG gwynnion@mastodon.social

      To me, "we're going to buy all the RAM and SSDs on Earth" looks like a last desperate bong hit before the bubble pops and suppliers looking to take advantage in the meantime.

      A lot of these orders, contracts, and data center proposals have quietly fallen through once the initial hype wears off.

      gwynnion@mastodon.socialG This user is from outside of this forum
      gwynnion@mastodon.socialG This user is from outside of this forum
      gwynnion@mastodon.social
      wrote on last edited by
      #2

      That's not to say they don't plan on spying on us all the time or that they wouldn't rather rent access to the Internet at exorbitant prices but that's not how the Internet works, people aren't obliged to play along, and the biggest victim in the short term are tech companies themselves.

      gwynnion@mastodon.socialG 1 Reply Last reply
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      • gwynnion@mastodon.socialG gwynnion@mastodon.social

        That's not to say they don't plan on spying on us all the time or that they wouldn't rather rent access to the Internet at exorbitant prices but that's not how the Internet works, people aren't obliged to play along, and the biggest victim in the short term are tech companies themselves.

        gwynnion@mastodon.socialG This user is from outside of this forum
        gwynnion@mastodon.socialG This user is from outside of this forum
        gwynnion@mastodon.social
        wrote on last edited by
        #3

        This is mostly to keep the "AI" hype train going a little longer by promising explosive growth in a sector that already doesn't make money.

        Ironically, the overreach may finally blow it open by making it more trouble than it's worth.

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        • gwynnion@mastodon.socialG gwynnion@mastodon.social

          To me, "we're going to buy all the RAM and SSDs on Earth" looks like a last desperate bong hit before the bubble pops and suppliers looking to take advantage in the meantime.

          A lot of these orders, contracts, and data center proposals have quietly fallen through once the initial hype wears off.

          clawfulneutral@soc.port0.orgC This user is from outside of this forum
          clawfulneutral@soc.port0.orgC This user is from outside of this forum
          clawfulneutral@soc.port0.org
          wrote last edited by
          #4

          @gwynnion@mastodon.social Altman would in no way have needed to bid on like 60% of global silicon wafer starts if he thought he was building an honest business in any sort of sustainable manner

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          • gwynnion@mastodon.socialG gwynnion@mastodon.social

            To me, "we're going to buy all the RAM and SSDs on Earth" looks like a last desperate bong hit before the bubble pops and suppliers looking to take advantage in the meantime.

            A lot of these orders, contracts, and data center proposals have quietly fallen through once the initial hype wears off.

            juergen_hubert@mementomori.socialJ This user is from outside of this forum
            juergen_hubert@mementomori.socialJ This user is from outside of this forum
            juergen_hubert@mementomori.social
            wrote last edited by
            #5

            @gwynnion

            Since my job involves selling servers with our software to customers, I certainly hope so...

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