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Comment by groundzeros2015

4 months ago

The cure for high prices is high prices. This increase in demand is encouraging economization. Factories which make components are trying to operate for more hours. Producers who haven’t gotten into RAM may try it out. Large companies like Apple may test alternative suppliers. Consumers who don’t really need an upgrade will wait, allowing others who need it to buy one.

Unfortunately, RAM is more like a taxi than an umbrella.

> Anyone who’s spent any time in New York City knows that when it begins to rain, two things happen immediately: It becomes easier to buy an umbrella and it becomes harder to hail a cab. As soon as the first few drops fall, people appear on the street selling cheap umbrellas, while a lucky few pedestrians occupy all the available cabs.

http://shirky.com/2001/01/

  • No? It’s an interchangeable component which is manufactured at scale by many suppliers.

    Even though the elasticity of supply for taxis is less, rain encourages taxis to get on the road, and work longer to serve the spike in demand. With ride sharing apps the pool of supply is even more elastic.

    • Building a RAM factory is a major investment and takes a lot of time. There is a big risk that by the time you enter production the rain will have stopped in the form of reduced demand and/or algorithmic improvements that reduce the memory required to produce good results. All of the attention is on the well funded frontier labs who may be buying up RAM as much to starve out competitors as anything else while in the background there is an army of researchers all over the world who only have a handful of consumer GPU to work with.

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