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molszanskilast Friday at 12:15 PM2 repliesview on HN

> We won't be in a supply crunch forever.

This what always happens in capitalism. Scarcity is almost always followed by glut


Replies

dreckedlast Friday at 12:18 PM

I don’t believe we are seeing the investments necessary that would indicate this will happen.

Memory makers, for example, have sold out their inventory for several years, but instead of investing to manufacture more, they’re shutting down their consumer divisions. They’re just transferring their consumer supply to their B2B (read AI) supply instead.

Thats likely because they don’t expect this demand to last past a few years.

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Animatsyesterday at 2:06 AM

Not always. Try to buy a reasonably priced car or truck, with a price no higher than the last 20 years of inflation applied to a vehicle price from 20 years ago.