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I have a feeling every single supplier of DRAM is going to be far more interested in long-term contracts with Apple than with (for example) OpenAI, since there'

I have a feeling every single supplier of DRAM is going to be far more interested in long-term contracts with Apple than with (for example) OpenAI, since there's basically zero possibility Apple goes kaput and reneges on their contracts to buy RAM.

saagarjha 10mo ago
Yes, but OpenAI wants $200 billion in RAM and Apple wants $10.
- Applejinx 10mo ago
  But you DO have to consider the possibility they Enron themselves and the promised $200 billion never exists. These are not the most honest of people.