The honeymoon is over. Among regular citizens, gamers and some groups of tech, many are now incensed by the cost of memory, I was once mildly enthusiastic about AI but now not so much.
what if the market was hard to enter?
What if the inputs aren't available?
What if the costs of the inputs rises?
What if the capital for expansion isn't available?
What if the manufacturers don't expect demand to persist?
What if there's a shortage of skilled labour?
What if it takes years to expand supply?
What if there wasn't effective competition?
I'm not sure it's as certain as you seem to claim.
It seems all but assured that it will require the AI bubble to burst plus several years to return to normalcy, particularly as RAM manufacturers have also been repeatedly caught price fixing.
a) believe the crunch is caused by a bubble that's going to pop in a few months, or
b) see the crunch as primarily an opportunity to rake in enormous short-term profits.
> Demand crunches spur supply chain capacity improvements when the market is left alone from populist interventions.
When Elon did his thing, it was way more than just firing federal workers. They dismantled key parts of the regulatory system. The SEC was purged, the lawyers were chased out of DoJ, and contracts that were key to external/industry groups like FINRA were terminated — they purged most of their staff.
AI and crypto is just the means of the grift. The corruption vig being applied to the markets is distorting everything. We see it with memory and food.
People know Kevin O'Leary isn't a real businessman, and the crypto bros pivoting to AI data centers are scammers. The incentives, especially property tax concessions, all look like corporate welfare. Who in the right mind would support Larry Ellison getting a tax break?
As Kevin O'Leary said to the interviewer recently, when asked why he is getting subsidized by the tax payers: "You don't understand how free markets work..."
You can't make this up.
There is no real effort being put towards maximizing the amount of resources you can get out of hardware, the game for the entire duration of our industry has been throwing more money to buy more hardware.
Now that there are actual limits happening, there still isn't any major motivation to truly rewrite things to be better or more efficient. What they're trying to do instead is force the US government to bail them out via corporate welfare or to threaten allies into buying their wares.
But the ground truth is: Cloud customers want to deploy more resources, and they can't build data centers and fill them with hardware fast enough to meet that demand. Cloud customers are fighting for who gets to the front of the line to deploy more stuff. That part is undeniable.
I’m in this boat myself on a micro scale: I run a fleet of GPU servers for my SaaS and I know that I could improve the efficiency of what I’m running on them by 20% or more, but it’s far cheaper and more effective in the short run to just throw more hardware at the problem than for me to spend weeks or months overhauling things. At some point the scales may tip, but right now hardware is still cheaper than my time is.
Cryptocurrency was mildly annoying, then AI said "hold my beer...".
https://giftarticle.ft.com/giftarticle/actions/redeem/4314de...
So much of what it is in the past 3 decades is coasting off its Cold War legacy.
Target lists for an Iran scenario should absolutely have been updated before use for combat, but if it turned out they had not been substantively reviewed ab initio in a decade, I'd absolutely believe it.
>An analyst's missed remarks and US intelligence systems that weren’t connected to one another are among the missteps that investigators have surfaced while probing the cause of a missile strike on an Iranian school that killed an estimated 120 children.
>Years before the US attacked Iran in Feb, an intel analyst examining information about potential future strike targets in Iran noticed changes at a site the US had previously characterized as a man IRGC naval facility in Minab, Iran. It was, in fact, now an elementary school.
>The analyst remarked on changes at the site in a digital intelligence tool, but that tool wasn’t linked up to the official intelligence database that the US uses to develop strike targets and the information was never conveyed to military commanders, acc to people familiar.
>The analyst’s remarks, which one of the people sd were submitted in 2019, were never heeded, and the same building was reviewed multiple more times over the following years without anyone updating the targeting database. A probe into these and other issues has yet to be released.
https://x.com/KatrinaManson/status/2070624628465103340
https://www.bloomberg.com/news/features/2026-06-26/an-analys...
Yes we do, but not the AI that you're thinking of.
That AI that did it stands for Actual Idiots.
Budget phones are a category are getting fucked, and there's a pretty good chance the next iPhone is gonna cost even more than it does now.
Datacenters are a effigy/proxy.