I don’t believe this, because it is too stupid. 2026 demand forecasts for HBM I don’t believe will materialize, as customers can’t pay those crazy RAM prices either, OpenAI can’t pay for all of their promises, demand isn’t high enough for the planned data centers, and power and labour constraints.

I don’t believe it because Micron is a brand that has value premium to it. Even if they just keep charging extortionist prices while HBM demand fantasy remains propagandized, there will eventually be worthwhile consumer demand for RAM, right? Killing the division and firing everyone in it, is Micron saying “making too much money from HBM must forever put all eggs in HBM basket”

You want 2-3 phones instead of a folding phone. Light pocketable phone for actual mobile purposes. Can get a data only esim phone with voip to supplement voice/text phone, and have independent enabled data. independent charging. Backup when broken/lost phone. I suggest:

1-2 lightweight phones for mobility.
1 large possibly rugged phone for video or rugged adventures. Can be steam deck on a stand that is better setup as a dashboard. email + web tickers/discord. samsung and other phones also have a “desktop multiwindow mode”
3rd phones, can help with having 2 separate phones act as bluetooth keyboard and trackpad. Keep banking/secret stuff seperate/more secure during travel. Keep one in a locked tilt/swivel stand near bed most of the time. mod to alternate os.

2 or 3 phones is much more storage/ram and audio quality than including a tablet, with better portability options in both packing and daily use. It’s also much less $, and can leapfrog upgrades.

First, fusion has 0 theoretical economic potential, but there is some potential for energy gains from 2250^* + steam. Water deconstructs above this temperature into powerful HHO gas, that when ignited gains another 2500^* that will chain react with higher pressure steam to make the steam even hotter/higher pressure. Minor problem of melting all known turbine material, is avoidable through just higher volume of pressured steam.

pump ammonia! Can evaporate at PVC compatible temperature.

A very minor problem with this scheme is the mile thickness insulation needed to not lose much of the sun’s heat to space, on the trip back. A 2nd minor problem is the actual pipe section close to the sun.

Even if random Tiranna location, can Jeanie blink my way to somewhere interesting, or escape consequences of mischief.

Can you teleport back from Tirana? Even if not, it’s a nice place to spend a week in summer, and seems more useful than anything else on the list.

If you ever stream cable news in the background during business hours. experts will come on to tell you that if the US doesn’t bankrupt itself, then Russia or China wins. The only remaining hope for US economy seems to be to beat China at AI, because it can’t beat it at anything else. So, all the money for military, and AI to help military make Skynet, which will mostly be used to ensure establishment can control/kill Americans who don’t support Skynet for Israel supremacist rule over the US, is simply a continuation of the tautology of “all US money for militarist US establishment control over all of you”, but with more efficient AI.

But, but… surely, the most important AI application of all time, my OpenAI girlfriend, who truly loves me beyond all monetization opportunities, will never be replaced by a hotter newer model.

UBI is not going to win out over soylent green.

Establishment prefers solylent green solution to unneeded slavery for sure. UBI is an obvious winning political platform, even though it does not provide the proponents with maximum political power, the way that bandaids on oligarchist supremacism still allows for supremacism and soylent green to rise as the solution.

Simply, the answer, is to reject establishment politics, including Bernie as controlled opposition proposing nonsense that gets shot down for its stupidity, instead of UBI.

Also, an MIT study released today, said 135m US jobs could be replaced with AI agents.

The only possible customer for committed datacenter projects is the US government. the bailout is just buying all the datacenter time… because if not, China wins. Amazon, despite no congressional appropriations yet, has announced $50B datacenter to supply government customers.

There is plenty to cry about over the energy policies.

it’s much worse than stated here

starting point is to put user numbers on an S-curve that by 2030 reaches 3bn, “equivalent to 44 per cent of the world’s adult population” ex China.

while article says OpenAI has 800m users (who’ve used service as curiosity), its statement of 40m paid users is extremely exaggerated. 5m paid users is a high end estimate. There is ample free AI use/access.

The problem with all LLM makers is that it is an extreme competition field, and there is 0 moat to switching providers if users are smart (ie. all tools that use LLMs can switch to a different one under the hood, and you should use those front end tools or basic web interface). Google, Anthropic released better models this week, and last month Qwen and Kimi released better models than gpt 4, and other US models.

Unlike MS Office that has a 3 year release schedule, with UI and file format lock in, these models are replaced every 3-4 months, with no switching obstacles, and old model essentially thrown away.

It’s simply too much to ask investors/world that a company with no money is going to perpetually dominate a field where rest of world has far more money and talent than it does. Even if one of its releases does dominate, the reign will last a matter of weeks, and models are often used to train other cheaper models.

The AI companies with extortion power are TSMC, memory makers, and for now, NVIDIA. Downstream has no competitive advantage. Even your AI girlfriend will get swapped for a newer hotter model.

If we don’t bankrupt the entire economy to achieve datacenter Skynet, then China will win. These prices are reversible, and you should boycott for now instead of hoping to resell to a bigger sucker later.

NVIDIA high inventory levels are most likely responsible for this. They keep ordering more HBM. At same time, they aren’t selling that much more, and giving big accounts receivable delays to their concentrated big customers. Hourly H100 rental prices are down 33% since august, and so even without price hikes on datacenter cards (which is certain due to massive ram, and ram prices that have to affect AI cards too) actual demand may be going down which is what will shift memory production to more useful categories.

The case for total US collapse, is government policy that steps in to buy all of the datacenter time for Skynet goals. Already, make NVIDIA richer by increasing their sales to Zionist allies and China is to make every American poorer. The unanimity of evil in US political/media establishment stays quiet on the heads, destruction of America through bankruptcy; tails, Skynet slavery and genocide.

returnPercentComplete =: 99 minimum lastTimeAsked + 1

I prefer Hydrogen. While I am not Hydrogen, I say everything else must be.

no link to supercomputer list

It’s hard to pick not a one hit album wonder band, because bands will tend to have a lot of continuity in their sound. But dark side of the moon is both very popular and unique. Yes (Green) album was a bit of a one hit wonder.

Steely Dan and KC Roberts Live Revolution are sounds that were never copied by anyone else. NiN was very unique until copied.

has to pay a per-device licensing fee.

Where I’m confused, is that it would be a perpertual/long term annual license fee per device. It would make sense to have a one time fee per device shipped. That would not affect older models.

I guess what is happening is that manufacturers can stop paying for the capabilities by “downgrading” their driver support, and it affects old and new systems the same when users “update”?

does dell/hp have to pay annual license fees in perpetuity for systems they sell???

and blow Bubbas?