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. socializer · 1790873227 · focus · HN ↗

      This is a bit like complaining that toilet paper manufacturers did not dramatically scale up production in the first months of COVID-19. Had they invested in additional factories and production lines, they would be now holding the bag.

      The memory market isn't all that different, except it's even more capital-intensive. Roughly half of HN is convinced that the current AI boom is unsustainable even though the technology itself is amazing. So why should memory makers take the bullet here?

      Ultimately, as much as this sucks, having an inexpensive gaming rig is not a human right. People with money decided that all that money should go to AI, and we have to suffer through the downstream consequences of that.

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