Comment by dcchambers
9 days ago
Most people IN TECH still don't realize how much hardware prices are going to continue to increase, much less the 95% of the population that's completely unplugged from what's going on with AI-driven hardware demand.
All of these price increases are going to get passed down to consumers eventually via increased prices.
Why wouldn't production increase to offset this?
1. Inelastic supply. It takes quite a while to increase production.
2. Volatility creates uncertainty, which always increases cost. And we've seen extreme volatility in energy prices and tariffs under the current US administration.