I work in electronics manufacturing, and this is matching what I’ve seen, especially for DRAM, but it’s starting to get into every component, even printed circuit board laminates. The hyperscalers are going to manufacturers of basically every component they need and starting to run up the supply chain all the way to raw materials and buying essentially all of the capacity for their own use.

It's so fucking stupid that the world is currently run by these idiots who are scared of a thought experiment that doesn't even make any sense if you hold it up to scrutiny. They're going to burn down the world just so their predictive text search engines make slightly fewer typos.

I wish they would offer us a no ram version and let us attempt to find the ram for it.

wHy wOn't tHiS PlAy mY GaMe?

sadly ram isn't the only part with a hyper-inflated price anymore... storage and gpu for example would still have a large contribution to the overall price.

The amount of hyperbole on this topic certainly isn't helping. People either see it as a singularity waiting to happen or insist that it's literally nothing but a spell checker. Why on Earth would any executive who has seen a sliver of what these models are actually capable of listen to sentiments that they do nothing useful at all?

The number of arguments being made by critics who actually give the subject an honest and informed judgement is vanishingly small from the general populace. No one is going to see this and adjust their position at all. The lack of nuance will be met with immediate dismissal, and even more considered arguments may be collaterally ignored as a result.

When everyone seems silly and unreasonable to everyone else, nothing is going to get done.

No they're doing it to make money for themselves, same as all the others before them. It's on us to stop them from raping the world.

I just watched the GN teardown and its a completely standard SODIMM stick so i doubt it would cause problems. The bigger issue is that you have to take it almost completely apart to get to the RAM slots.

I thought the GPU was the on-die GPU for the processor.

This technology would have been lauded if they had presented it as what it was - natural language recognition for machines - and stopped there. But they decided to push this entire narrative of it being able to analyze and make decisions, replacing all knowledge workers with it, which it fundamentally is incapable of doing, because that's not how vector transformers work. There's going to be an equally diminutive reaction to those exaggerations. The fact that this race to an impossible goal is actively harming hundreds of other industries and ultimately the consumers across the board is only adding to that resentment.

I think they know the bubble’s going to burst, and they’re just trying to make sure they’re the survivor that’s still standing at the end of it, the next Google and not the next Lycos or Alta Vista. But in that effort I’m guessing at least one or two major players are going to destroy themselves when they might’ve otherwise survived, or at least turn themselves into the next Yahoo! or AOL, still existing but just as a shell of what they were, and leaving people surprised when they realize they’re still around.

You're right, the reasonable position is to buy up every single piece of technology on earth so we can see what might do faster.

Oh... I was simply implying mouth breathers would buy that box and then whine when it won't play their games because...

It ain't got no RAM in it...

I never even considered how much of a PITA it would be to install... but yeah, that's a valid point too

Oooh i see that would probably happen yeah

actually capable of listen to sentiments that they do nothing useful at all?

They do nothing useful for skilled workers working within their domain of expertise.

For the unskilled, the magic copy machine is amazing.

Now, who am I to judge which category the average CEO falls into. lol.

I am willing to bet $10 that Apple is going to be the only one of the FANG gang that survives this mostly unscathed. Apple is at the end of the day a hardware company and when everything goes to shit, they're going to be able extract some brutal concessions from TSMC and Samsung. Yes Apple has thrown more than a few billion in, but they still have their ocean of cash largely untapped.

The way things are going with Nvidia and AMD abandoning their partners and Intel continuing to flop around without any semblance of a plan; Apple is going to be in an amazing position strategically.

Meanwhile Micron, Samsung, TSMC, and the other big fab I keep forgetting the name of are going to have these massive holes in their spreadsheets as "guaranteed" orders evaporate. Very likely going to be more than a few suicides with those unfortunates who didn't tap out before the music stopped.

My experiments with some of the code assist models is they can be an amazing productivity boost, but only if you are not greedy.

If I ask the bot "Please make me this data structure with this list of parameters" its probably 99% perfect. Moving up, the sweet spot is closer to "Make me this module of code that matches this ABI/API". Alternatively "Hey can you make this entire feature?" I will get a 8000 line of code blob that may or may not work. Even worse if I get really greedy I will get a 8000 file project filled with 8000 lines of code that is most definitely going to start the robot uprising.

Giving the junior and midlevel code monkeys access to AI coding tools is an amazing way to generate a mountain of slop the senior and most expensive code monkey gets trapped trying to decipher while the junior monkeys make even more shit that needs to be dealt with.

Boil it down, if we make centaurs of humans leading AI it will definitely work better than a reverse centaur that will confidently tell a gig driver to drive off a cliff.

Yeah, I see a lot of criticism of Apple for not going all-in on AI but I think when the bubble bursts their strategy will look very smart. They’ll also be in a position to buy assets at fire sale prices as the dust settles.

It felt like Apple almost accidentally burst the bubble a few months (or was it a year?) ago when Apple stated their intent to just lease or license one of the leading models. I am not an economist but it definitely looks like they are following the same strategy as Berkshire Hathaway with Apple's board planning to buy on the "dip" everyone outside is seeing as inevitable.

Strategically it would make sense for Apple if they not only extracted steep concessions also gouged out more control over Samsung and Apple's fabs.

In famine hoarding is common.

I haven't seen case studies proving it's better or more efficient. You save on labour in one area but now need AI compliance, policy admin, hallucination checkers, prompters .etc. the total amount of jobs saved is close to nothing. Companies are hiring people back again because they see this.

Also there's corporate slop where you summarise a report and outsource the cognition of reading and summarising it to someone else. It looks like you're super productive but really you're using AI to obfuscate the fact that you aren't doing your job and are relying on the people you interact with to do your work (reading and understanding the slop summary. Verifying it's authentic and wasn't hallucinated)

The only use case I've seen that works is unit test generation and limited integration testing. That way you have a test to fail an AI with if it changes things and breaks shit. You get it to write its own tests so you confine it's behaviour. I personally do this when programming (I also dont let the AI make the code. It writes the tests, I make them pass)