alt Hacker NewsEfficiency is a great thing and long term what’s needed so we can buy laptops again at a reasonable price. There will be a pretty large blast radius across ANT/OAI/ORCL/SPCX/TSMC/neoclouds. Prob 15T of market value at risk and the flywheel of investment which is conditioned on investors and the economy believing they have durable appreciation locked up in AI stocks (“if my basket of investments is safe, I’m willing to invest my next dollar in more of it” vs “the sky is falling and I need to tighten the belt / pull money out”). I’m trying not to be a doomer here as I think it’s somewhere in the middle it’s just very frothy and the upside scenarios generally envisioned NVDA to be stable
I will be honest, my personal opinion is keep the blood flowing until RAM prices return to Sept 2025 levels.
This whole saga has been a ridiculous waste of everybody's time and energy. There's no compelling argument that points to these new innovations not otherwise happening if RAM prices weren't artificially inflated by the fever dream of private equity.