• 1 Post
  • 520 Comments
Joined 2 years ago
cake
Cake day: January 10th, 2024

help-circle

  • Five years is too long for the buyers. The AI bubble will burst before then and then the market price will drop as the inflated demand disappears, especially if this continues long enough for more production capacity to come online.

    They might not have had much of a choice in making the deal, though. Micron has been extracting the absolute maximum they can out of this situation. Make a deal or get nothing. Their clients will remember, though, and flag them as an unreliable supplier. Once this ends—and these always end—they’ll likely have a lower market share and end up having to cut prices.

    Micron is optimistic in saying the demand won’t start easing until 2028. A lot of the rest of the technology manufacturing industry is about to grind to a crawl if not a halt because it’s nearly impossible to get components. Some companies are already delaying product launches and I think a lot more are about to this summer as they realize what’s happening. If non-AI businesses start to slow, the whole economy starts to slow, the AI demand will falter and that’s when the bubble bursts. I’m thinking maybe by the end of this year, more likely next year.

    When the bubble bursts I’m guessing at least a couple of the companies Micron signed SCAs with will fold and Micron won’t get anything.



  • Somehow my brother wound up with a copy of Crash Time: Autobahn Pursuit for Xbox 360. There are many reasons to call it a bad game, and it’s a little odd to release a video game in North America for a German TV show few people in North America have heard of. We each beat the game eventually, but we had a lot more fun not playing the game the way it was intended and just driving around the open world racing each other and crashing into things. I even wrote to them suggesting they add a mode similar to the car soccer games Top Gear tried on their show (this was several years before Rocket League was released).













  • I doubt they thought that far ahead, at least when Twitter was starting. Smartphones didn’t really exist back then, except maybe some BlackBerrys and Palm Pilot-type phones. The 140 character limit on Twitter was so the tweets could fit in a standard 160 character SMS message. It operated basically entirely over SMS; I’m not sure they even had a web version in the early days. I still remember getting messages on my flip phone from 40404, the number they used. Once I was in the Oregon desert on vacation for a week without signal and when I got back to a signal my phone kept buzzing for 20 minutes as all the tweets I’d missed were delivered. No algorithm back then, you got everything from people you followed, and no advertising either.