Thank you for giving the explanation so I didn’t have to (used to work in broadcast TV including sound and station engineer)

!patientgamers@sh.itjust.works

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.

Spider

Yeah, I see a lot of criticism of Apple for not going all-in on AI but I think when the bubble bursts their strategy will look very smart. They’ll also be in a position to buy assets at fire sale prices as the dust settles.

They vowed to avoid it when seeking approval but now that it’s approved say they need it?

I think they know the bubble’s going to burst, and they’re just trying to make sure they’re the survivor that’s still standing at the end of it, the next Google and not the next Lycos or Alta Vista. But in that effort I’m guessing at least one or two major players are going to destroy themselves when they might’ve otherwise survived, or at least turn themselves into the next Yahoo! or AOL, still existing but just as a shell of what they were, and leaving people surprised when they realize they’re still around.

Comments on the article purportedly from the recipient

I work in electronics manufacturing, and this is matching what I’ve seen, especially for DRAM, but it’s starting to get into every component, even printed circuit board laminates. The hyperscalers are going to manufacturers of basically every component they need and starting to run up the supply chain all the way to raw materials and buying essentially all of the capacity for their own use.

I’m generally of the opinion that it’s better to express your feelings for someone at some point than to hold back and continue spending time with them in a way that becomes a form of torture for yourself. Better to hear a no and move on than to waste time on something that won’t happen. Maybe don’t ask immediately, give yourself time to try to see if your feelings are real or a passing crush. And try to figure out if they’re even generally open to a relationship. Assuming they’re not already in a relationship with someone, is it because they are happy being single and not looking? Have they recently gotten out of a relationship and want to take time to focus on themselves? If they’re not likely to want a relationship with anyone right now, save yourself some awkwardness and try to move on. Otherwise, if it seems like an appropriate time, see what happens.

I never had one. My parents rented one from Blockbuster once when they saw you could play Cruisin’ World on it. I went to watch a movie with mom and afterwards we went to Target and as we passed the electronics section she looked at the prices and said maybe we could get one later. We got home to find that my younger brother and sister had fought each other until they were bleeding, over whose turn it was to play (Cruising World was a single player game, I think, or the rental only came with one controller). That ended all hope of a video game system for years.

I’ve thought off and on over the years about getting a used one, or one of those Analogue 3D systems. There were so many fun games to play with friends on there.

SMS is 160 characters. In the early days Twitter really only functioned over SMS. The Twitter 140 character limit was to fit the message inside an SMS with room for other info like usernames.

Not right now. I would like a Steam Deck for the portability but haven’t been able to get my hands on one so far (less inclined to buy a different option given the Deck’s repeatability/upgradability). Maybe in the future, if prices come down, but it would need to have games that make sense to play on a TV, ideally with friends or family, that I can’t play on something I already own.

I don’t know if mine is actually steam but having a machine feels like it’s been a good investment as a pet owner. Our dog is very good about going outside to potty but she does throw up from time to time and she will always try to find the limited amount of carpet we have in our house (I think it’s the closest thing to grass in her mind). Maybe it would be cheaper still to go rent a machine, but the convenience of being able to use it right away also has to be considered.

He’s a privacy activist but uses Google Nest cameras?

I went to a parade celebrating the Stanley Cup Champions. They estimated over 150,000 people showed up. Once the parade passed everyone flooded into the street and there was a stage set up at one end. They introduced all the players and a bunch of staff, each one passing the cup to the next. When that finished they played Queen’s “We Are the Champions” and the whole crowd, still probably over 100k, sang along, which was an amazing experience.

Well the show ended in 2012 and Tom (Clack) died from complications of Alzheimer’s disease in 2014. So I guess you could say Ray still is an alumnus, but he’s now the former host of the show.

Credit where credit is due, I will say that

This was the most common take I saw when this first became “news” a few days ago

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).