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Memory makers did get themselves into this situation by selling all wafers for empty promises and alienating everyone but OpenAI tbh. I do hope they end up hold

Memory makers did get themselves into this situation by selling all wafers for empty promises and alienating everyone but OpenAI tbh. I do hope they end up holding the bag once again, cause after covid and the cartel thing they don't seem to ever learn their lesson on how to have the tiniest amount of integrity.

gck1 6mo ago
While we're giving away bags, I'd like HDD manufacturers to get some too.
zeristor 6mo ago
That wouldn’t help if another one goes bankrupt that’ll only make things worse.
- moffkalast 6mo ago
  Sounds like they're too big to fail, maybe we should bail them out to reinforce that they will get rewarded for making bad decisions.
  - atq2119 6mo ago
    Permanent public ownership of (very large stakes in) these companies doesn't seem like such a bad idea anymore, does it? It's what we used to have for most of the 20th century at least in Europe.
    - renewiltord 6mo ago
      Yeah and exactly zero of those companies are European as a consequence. I think we won’t be taking Europe’s lead on this, thanks.
      - hgoel 6mo ago
        How do you reconcile this capitalistic zeal with how opposed to honest capitalism these companies are?
        renewiltord 6mo ago
        I reconcile that with the fact that Europe doesn't make enough DRAM for me.
        Herbstluft 6mo ago
        Neither does anyone else, as is being demonstrated currently.
        hgoel 6mo ago
        So, as long as you can have your desires met, you don't really care about however much harm happens to anyone?
  - rimliu 6mo ago
    That's only sound is it not. If you take away the hype - nothing critical actually depends on LLMs. You can remove them all today, and nothing bad would happen.
AnthonyMouse 6mo ago
> Memory makers did get themselves into this situation by selling all wafers for empty promises and alienating everyone but OpenAI tbh. Wasn't the problem here that OpenAI was negotiating with Samsung and SK Hynix at the same time without the other one knowing about it? People only realized the implications when they announced both deals at once.

gck1 6mo ago

While we're giving away bags, I'd like HDD manufacturers to get some too.

zeristor 6mo ago

That wouldn’t help if another one goes bankrupt that’ll only make things worse.

moffkalast 6mo ago
Sounds like they're too big to fail, maybe we should bail them out to reinforce that they will get rewarded for making bad decisions.
- atq2119 6mo ago
  Permanent public ownership of (very large stakes in) these companies doesn't seem like such a bad idea anymore, does it? It's what we used to have for most of the 20th century at least in Europe.
  - renewiltord 6mo ago
    Yeah and exactly zero of those companies are European as a consequence. I think we won’t be taking Europe’s lead on this, thanks.
    - hgoel 6mo ago
      How do you reconcile this capitalistic zeal with how opposed to honest capitalism these companies are?
      - renewiltord 6mo ago
        I reconcile that with the fact that Europe doesn't make enough DRAM for me.
        Herbstluft 6mo ago
        Neither does anyone else, as is being demonstrated currently.
        hgoel 6mo ago
        So, as long as you can have your desires met, you don't really care about however much harm happens to anyone?
- rimliu 6mo ago
  That's only sound is it not. If you take away the hype - nothing critical actually depends on LLMs. You can remove them all today, and nothing bad would happen.

AnthonyMouse 6mo ago

> Memory makers did get themselves into this situation by selling all wafers for empty promises and alienating everyone but OpenAI tbh. Wasn't the problem here that OpenAI was negotiating with Samsung and SK Hynix at the same time without the other one knowing about it? People only realized the implications when they announced both deals at once.