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Analemma_ • yesterday at 9:14 PM • 2 replies • view on HN

Man I think you're just spewing word salad and a lot of what you've written is either wrong or not even wrong. The AI hype really got started in 2022, but hype on social media doesn't mean anything for RAM prices, only real buildouts do that. They rose pretty steadily until OpenAI revealed their shenanigans re: locking up a ton of supply from two different vendors with secret contracts, and that's when the takeoff really started. This is definitely scummy behavior from OpenAI (big surprise), and I actually think they arguably should see an antitrust investigation for that (not that that will ever happen), but OpenAI is a buyer; that's not the same thing as the vendors forming a cartel.

You can't say "connect the dots" at the end of a raving, mostly-incorrect post and act like you've made an ironclad argument.


Replies

kristopolous • today at 2:14 AM

There's nothing raving about it. I was trying to communicate that I've got all the hardware I want. I'm still pissed these companies are ripping people off.

It was supposed to be over by now and then they said 2027, then it's 2028, and now I hear "oh it's going to continue to rise the rest of the decade".

I'm likely going to be flying into Shenzhen to put my next computer together. The one I put together in 2025 would have cost me about $25,000 right now. I paid under $5,000.

I can round trip to China for $750. So once they ramp up production that's the strategy.

Other countries already do this. Apple and Google aren't in every country and those people buy new electronics when they travel.

The USA is soon to be on that list

You aren't engaging in good faith and there's no reason to continue with you.

hn_acc1 • yesterday at 10:19 PM

I mean, just because OpenAI started it doesn't mean the vendors didn't form a cartel afterwards (or conspire together) to ensure maximum profits in a "crazy high demand" situation..