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2026-08-17 11:48:12 UTC
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Dr Jess Birch on Nostr: nprofile1q…c29up My pessimistic outlook is that memory chip vendors have made more ...

My pessimistic outlook is that memory chip vendors have made more money in the last 18 months than they did in the previous 40 years combined & will not want to go back to the previous norm (so want to fix a new higher price, lower volume world of personal computing devices).
My optimistic view is that we can't keep on going like this and the threat of China's Project 2035 smashing into profiteers (+ AI bubble pop) will drive down prices in the next 2-3 years, back to sustainable levels.