But… he’s kinda missing the larger point: that people are not just focused on optimizing for the most efficient use of memory. They’re not just optimizing for what’s best for “the global supply chain of RAM makers.” They have other concerns — and other uses beyond AI — as well, such as their own sovereignty and control over their own tools and systems.

And Sam Altman is actively hostile to these concerns, because he’s not just optimizing for efficiency, he’s optimising for control.

Frankly, it doesn’t matter what his arguments are because they are all made in bad faith, and support, obviously, corrupt motives.

Is it really more efficient when they have tone of GPU sitting unused in warehouse because they don’t have datacenters to put them into while they continue buying more?

A fun reason why he’s wrong is the same reason people don’t like centrally planned economies. Optimizing for efficiency for a central utility decreases resilience to disruption, increases risk of corruption and fraud, creates monopolies, etc. Which is hilarious because it makes him a RAM Communist and all of you actual communists RAM capitalists.