[spookie]

> ... It won't be too long before phones are running AI models with performance equal to or better than current frontier models running on $100 million dollar clusters.

Maybe, perhaps phones will have the compute power... But not enough memory. If things continue the way they are, that is. Great for AI firms, they'll have their moat.

[cubefox]

DRAM price actually hasn't decreased much over the last 10 to 15 years. In the decades before, there was a huge increase in memory capacity, perhaps even exponential like for transistors.

[spookie]

Well, we live in extraordinary circumstances today. A $40 kit (Patriot Viper Venom DDR5-6000 C36 16GB) is now $199. And that is the cheapest DDR5 I saw. With this year's news of even more allocation towards data centres, Micron exiting the consumer market, and the current inertia of things, I think it will take quite some time for us to see prices back to as they were.