Thread

1. ocd · 1790861971 · focus · HN ↗

   I'm not a business guy, but I think I would be very worried if I created any opening (even on the very long term) for competition to justify itself being built up to meet demand (or national security requirements of other countries) on an industry I mostly control, because I prioritized extremely high prices for a few years that might have the effect of changing the arithmetic for potential competitors that wouldn't have done it before.

   It makes me consider whether there would be retaliation in later years against the US intellectual property system in countries other than China. While RAM is a tangible product, the areas it serves aren't really.

   1. malfist · 1790862887 · focus · HN ↗

      The argument I've seen about why someone else doesn't start selling RAM is it takes a year or two to ramp production. But here's a CEO saying he's going to make sure prices stay high enough, long enough that you can spin up a competitor

      1. genxy · 1790864800 · focus · HN ↗

         What they need to do is all raise prices for 3 years, dump below cost for 4-6 months and repeat.

         1. cookingmyserver · 1790865331 · focus · HN ↗

            Congrats, you just guaranteed that the startup can easily lock in contracts for memory production in order hedge against volatility.

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