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MooresLawIsDead
MooresLawIsDead

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AI Bubble & PC Recession Q&A [Die Shrink Telegrams]

So....that last video about OpenAI hoarding RAM was a doozy, wasn't it? As such, we imagine you will have questions and/or thoughts you want to voice - and so...VOICE THEM BELOW!

Next week is Thanksgiving Week anyways, so let's get this one done early! Anything involving AI, PC Hardware, shortages, or the markets in general is fair game for this one - just make sure to be as concise, respectful, and insightful as possible to have your submissions considered!

https://youtu.be/BORRBce5TGw

Comments

One thing that I don't think gets addressed enough is that unlike the dot com collapse, it's not just venture capital that is pouring money into these things, it's Google, Meta, Apple, & Microsoft, all trillion dollar companies with other revenue streams that can conceal their inability to monetize AI.

B. Fish

OpenAI buying up and hoarding RAM is yet another reason why Sam Altman needs to be shot into the sun. Do you think that OpenAI hoarding RAM so their competitors can't access it is an act of desperation from Altman? Altman is aware that AI investment is a bubble and is especially sensitive about the fact that OpenAI can't possibly pay for all of its investment in compute given its meager revenue.

Sarod


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