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alpha_squaredtoday at 4:22 PM2 repliesview on HN

> Isn’t Apple potentially under a lot of pressure due to the DRAM prices as well as having to compete with AI for fab capacity?

I'd qualify this with for now. It's not entirely clear what happens in the event the AI industry implodes, but I do think there will be a glut of memory and hardware up for grabs. It very well could crash the consumer hardware market as a result. The AI obsession and investment has burrowed so deeply across the US economy that I can't think of a single industry that won't be impacted, including agriculture.


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thewebguydtoday at 4:40 PM

> It very well could crash the consumer hardware market as a result

Tbh, I hope it does. Prices are outrageous, and I'm a firm believer in personal computing/having access to powerful hardware, privately and locally, is hugely important.

On a more selfish note, I miss the days of being able to build an outrageously powerful desktop for myself for relatively cheap. For now I'm still holding onto my AM4 motherboard w/ 64GB DDR4 and an aging GPU, praying my 7 y/o GPU holds up long enough for prices to drop again.

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bpavuktoday at 4:40 PM

> including agriculture

in fact, agri sees its share of impact now! all of this investment has to come from somewhere, which means that money is getting sucked up into AI from the entire economy. job cuts in tech are part that, part general "de-bloating" of post-COVID tech. retail investors are a lot more likely to invest into AI than any other industry, although there are signs that big players already consider risks of overexposure to AI.

not to mention, agri saw a "bubble" of its own, surrounding Agtech, which peaked at 2021 and has been cooling ever since. scare quotes here because it was nothing like AI bubble