JachChen

We are the universe's tool for self-discovery.
---Gemini

[JachChen @Minamilv]

@ShanghaoJin law suites to mu/samsung/skhynix has been filed

[Pirat_Nation 🔴 @Pirat_Nation]

Samsung, SK Hynix, and Micron are facing a new federal antitrust lawsuit in the US that accuses them of working together to keep DRAM production artificially low, leading to higher RAM prices.

The lawsuit claims the companies limited supply while demand continued to grow.
According to the complaint, this allowed memory prices to rise much faster creating a “RAMpocalypse.”

The lawsuit seeks class-action status and asks for damages on behalf of businesses and consumers who allegedly paid inflated prices for products containing DRAM memory.

[JachChen @Minamilv]

@bjmtweets @qualtrim oh yeah, we've tried our "best" to expand production...

[JachChen @Minamilv]

@RolfeWinkler the revenge of underdog

[JachChen @Minamilv]

@ShanghaoJin @BabybusFL 狠狠的卡customer的脖子:)

[JachChen @Minamilv]

@bboczeng 狠狠的卡consumer的脖子呗like there's no tomorrow :)

[JachChen @Minamilv]

@ShanghaoJin @kfkxivs @_Chaoo_ 你们为什么总觉的这些云厂是冤大头，一定会烧钱到死呢

[JachChen @Minamilv]

@StockMKTNewz Eventually also these memory manufactures have to invest in the model companies to provide memory for free that is otherwise unaffordable.

[JachChen @Minamilv]

@bboczeng before they crash, they will stop the capex and send these memory stock mfs to hell

[JachChen @Minamilv]

@geniusvczh 公司一定要雇佣最顶尖的PhD才能做好工作吗？没有？那么为什么什么任务都要用最frontier的model呢？At some point, good enough is good enough.

[JachChen @Minamilv]

@bboczeng 美光以及其他存储行业都是无根之树，趁着热潮赚一波得了，别把自己也骗了

[JachChen @Minamilv]

@StockMKTNewz what a clown!
why started with token leaderboard, then layoff thousands for AI cost, and eventually realizing it is just too much and starts to limit token usage?

[JachChen @Minamilv]

@StockSavvyShay so google will have funds for capex again?

[JachChen @Minamilv]

@bubbleboi what innovation are you talking about

[JachChen @Minamilv]

@ShanghaoJin 模型多元化、“简单模型会变成普世生产力提升替代路径”，如果真���这样，倒是利好呢。只怕，简单模型不顶用，前沿模型贵的用不起。说到底，这些半导体供应商要把自己玩死呢，gpu/memory为什么不能便宜点呢，有点大局观啊

[JachChen @Minamilv]

@bboczeng no one likes AI slop, especially in game

[JachChen @Minamilv]

@BabybusFL 这样真的好吗？海力士？您以后还要在道上混吗》

[JachChen @Minamilv]

@bboczeng 所以以后大家不用windows, office, ios, 直接拿芯片和AI对话喽？

[JachChen @Minamilv]

@ShanghaoJin 现在没有这样做，不代表将来不这样做呀