Dave on nostr

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@Dave 1777730490

We’re in the mainframe/timeshare era of LLM’s right now. The PC era is coming. There were demand induced shortages back then too:

https://www.nytimes.com/1988/03/12/us/shortage-of-memory-chips-has-industry-scrambling.html

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Chris L-W👻🚫 · 7w

nostr:nprofile1qy2hwumn8ghj7un9d3shjtnyd968gmewwp6kyqpqln5q8np5aezhtt7ztv6tah86xk4t3smjuchdvxp0u6uta056204qlatd70 I think RAM, SSD, and other prices will be coming down after the IPOs. Investors might deal with low/no profitability, but shareholders will not. So, the big AI companies will need to ...