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Comment by overfeed

2 hours ago

> The reason why the memory cartel fucked everyone over isn't exactly the pricing

Let's not rewrite history: Sam Altman kicked this off by trying to corner the memory market to get an edge over his competition...in return for only a year's supply of memory. The resulting supply squeeze has been very profitable to the RAM manufactures, and will last many multiples of OpenAI's initial contracts, so they can't be too mad at him for bot disclosing his other wafer deals during negotiations. They can afford to gift him a thank-you yacht named the "Adverse Supply Shock"