Max LeibmanMay 26
Why don’t they just ask the AI how to make AI profitable?
Show threadMax LeibmanMay 26
AI can now generate anything you can imagine.

Except profits.
Show threaddoragasuMay 26
@maxleibman Profits work only for NVIDIA.
Show threadBillMay 26

@doragasu @maxleibman

DRAM makers are doing ok too

Show threaddoragasuMay 26
@w_b @maxleibman True, and to a lesser extent, also to others making hardware like AMD and Broadcom.
Show threadMax LeibmanMay 26

@doragasu @w_b Yeah. In a gold rush, it's the people selling picks and shovels that make the money.

Although even there, the spoils are very uneven. I heard that companies like G.Skill are in trouble—they package memory chips into RAM modules, and they're getting pinched on the supply side because chips are thin on the ground and on the demand side because they're having to charge higher prices that fewer people are paying.

Show threadCarePackage17
@maxleibman @doragasu @w_b G.Skill issue (sorry I had to)
May 26 at 11:14pmWeb
Show threaddoragasuMay 27
@CarePackage17 @maxleibman @w_b 😬