Thread

1. glimshe · 1790712211 · focus · HN ↗

   Should we blame this on memory companies or the AI companies bidding for memory? How should the memory companies have acted differently?

   1. swdev281634 · 1790713778 · focus · HN ↗

      I think the epic mistake was made by investors and executives who bought tales about imminent super-intelligence about to displace millions of knowledge workers from entire industries replacing them with AI datacentres.

      These people are the main reason why AI companies have unlimited funding, and can afford to buy global RAM supply for years in the future despite their expenses exceed revenue by billions.

      1. benced · 1790715271 · focus · HN ↗

         You can short them and make a lot of money (to buy RAM with?) if you feel this way and are correct.

         1. rcxdude · 1790722427 · focus · HN ↗

            You can make a lot of money with shorts if you are correct about when the market will move. If you think that the market is overestimating the real value you have not even half of the puzzle.

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