cm0002@mander.xyz to Memes@sopuli.xyz · 4 months agoMarket efficiencylemmy.mlimagemessage-square16fedilinkarrow-up121arrow-down11cross-posted to: [email protected]
arrow-up120arrow-down1imageMarket efficiencylemmy.mlcm0002@mander.xyz to Memes@sopuli.xyz · 4 months agomessage-square16fedilinkcross-posted to: [email protected]
minus-squarehow_we_burned@lemmy.ziplinkfedilinkarrow-up1·4 months agoAlso spinning up a new fab, even for RAM will take several years and major investment (billions). Ideally they should have begun planning back in 2022-2023 when LLMS first came to market. They’ve missed a huge opportunity to profit.
minus-squareCort@lemmy.worldlinkfedilinkarrow-up0·4 months agoI disagree. More supply would mean less profit. Being supply constrained is what drives up prices.
Also spinning up a new fab, even for RAM will take several years and major investment (billions).
Ideally they should have begun planning back in 2022-2023 when LLMS first came to market.
They’ve missed a huge opportunity to profit.
I disagree. More supply would mean less profit. Being supply constrained is what drives up prices.