alt Hacker NewsThis is silly, and I know Sam Altman said that consumers having RAM is not an efficient usage, but the real villains here are the memory manufacturers that have time and again have been proven to collude on price fixing and whatnot, and are now not scaling up production according to demand.
I don’t think it’s very productive to go on a witch hunt on someone who said something stupid and is being taken out of context (albeit he should have known not to say that).
Replies
The RAM industry is littered with corpses. It’s a boom and bust business and fabs are extraordinarily expensive.
>and are now not scaling up production according to demand.
hopefully china does it and hynix burns in hell
>have been proven to collude on price fixing and whatnot
where is the proof?
>and are now not scaling up production according to demand.
fabs are being built by maaany companies, but it takes years
> are now not scaling up production according to demand.
Would you though? If/when the AI bubble pops and the buildout of data centres either stops or plateaus then they'd suddenly be sitting in a vastly oversaturated market and struggle to make it to the end of the year.
> and are now not scaling up production according to demand
1) boom and bust cycle in memory industry is a repeated problem
2) companies are not obligated to scale up
> and is being taken out of context
no it is not - Altman is lying by omission[0] by implicating that various important costs are not real
[0] https://news.ycombinator.com/item?id=50400515 for longer comment on that
Witch hunt?! Sam said something goofy, a goofy little website was made to poke fun at what he said.
Good god the internet is so sensitive nowadays
> but the real villains here are the memory manufacturers
Ah yes Sam Altman is not a real villain despite OpenAI locking up 40% of global DRAM supply.
It was taken out of context for sure but still find this site amusing. Perhaps even prophetic, can we build enough ram and vram for future requirements when theres only a few holding the keys.
Obligatory: "we're curing cancer r-right?" No Nat we're making slop videos with it.
All are responsible - the AI greedy companies and the suppliers.
If the USA were a real democracy they would do something about it. After all this even violates capitalism, e. g. free market leading to reduced prices. But the USA is run by a criminal gang, pocketing away money - the TechBros and their cronies. They just make any legislation they want to, with a bit sugar coating on top to not appear too overly evil or greedy. But they are.
As far as I can see, there's no evidence they're colluding here. They're just capturing the money that otherwise would have gone to scalpers.
Apparently the last three times this cycle happened, the manufacturers that built out capacity went bankrupt when it popped, and the ones that didn't didn't, so they're actually being wise.