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. guywithahat · 1790866625 · focus · HN ↗

      Not enough people are prepared if this isn't a bubble. I think he's betting on this being a bubble which would imply building more supply would be a mistake, because they'll end up with a factory and no more customers.

      It's starting to look more and more like we will always need more memory.

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