3 ms·
> The ram/gpu shortage won't last forever though Don't underestimate the markets ability to remain irrational
by mannanj 4mo ago
> The ram/gpu shortage won't last forever though
Don't underestimate the markets ability to remain irrational
- colinsane 4mo agothe companies which have the power to alleviate these shortages are the same companies who are profiting most from the shortage. scarcity is an asset, it's not irrational that a concentrated marked will produce more of that asset.
- selectodude 4mo agoThe solution for high prices is high prices. If making RAM and SSDs is now cause for a 10 figure valuation, after enough time somebody will dive in.
- Tepix 4mo agoWhat's the irrational part? There's sky high demand.
- mannanj 4mo agomaybe the irrational part is the amount of demand for consumer hardware, wouldn't the market for professional ML/AI used hardware go away from consumer hardware over time? (I can talk more about what I mean consumer hardware to be) Also irrational parts of this market (would love to hear your thoughts): - the purchase of hardware that isn't power efficient or gives an ROI for ML/AI use cases by companies buying it, who would be priced out of using that hardware over time - many people and companies are buying the hardware due to hype and scarcity/FOMO reasons over rational reasons
- a96 4mo agoThe market is also effectively an oligopoly and not really an open market, so there isn't the usual chance of new players coming in to pick up niches or start competing on price.