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Joined 3 years ago
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Cake day: June 14th, 2023

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  • Part of it is not finished DRAM that was sold yet, it’s wafer capacity at the factory.

    Sam Altman has promised orders for a kazillion wafers that don’t exist yet. It’s been argued this is less legitimate demand and more an effort to crimp the scaling ambitions of other competitors.

    If his cheque bounces early on, the manufacturers are likely to reassign his slots to other buyers.

    The manufacturers are taking a fair bit of risk though. If they aren’t getting paid before work starts, and the bubble pops in the middle, thry could end up with a lot of (partially or fully) finished wafers that they can’t just slice up and sell to Corsair and G.Skill.









  • HakFoo@lemmy.sdf.orgtoMicroblog Memes@lemmy.worldTrains 🤧
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    2 months ago

    But what about this promise makes it so uniquely seductive?

    There are a million guys with ideas for cars that will go 750km on a thimble-full of Fresca, robot butlers that can’t turn evil because they don’t have red LEDs in the eye positions, and 200:1 data compression as long as you never have to decompress it. They must all be looking at Altman and company and asking where their bubbles.

    I sadly suspect the charm is “we can sack some huge percentage of workers if it delivers”



  • I was initially surprised thst the stablecoin boom didn’t seem to involve more commodity or currency-basket pegged tokens.

    But they aren’t in it for that, it’s a shiny digital way to go back to pre-1860s protocols where a paper dollar was made up by some dubious piggie and you had to know that it was really worth about 35 cents in government silver coin based on how hard it was to exchange, and insiders could make out like bandits via arbitrage and printing junk that they could pump and dump.








  • Carry slot limits annoy me more.

    Weight makes sense from a story perspective. Even a top-spec fighter can’t carry four zweihanders and 500 food rations.

    But even the 1-STR mage who might have a legitimate carry weight limit of 2kg, should not be told “you can only carry 3 different types of 10-gram herb.” Especially if he’s allowed to carry 200 units of any one of the types. Give me anything resembling a viable story-based reason for that.

    But selling a solution to that is a very popular monetization paradigm for MMOs, so it stays.