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by figassis 19 days ago
RN the market is not you. The amount of investment being pushed to AI dwarfs what you collectively spend. So the market now is driven by the IPO dream where you'll hold the bag, jobless.
1 comments

Investment is not demand. You are describing the problem. That irrational exuberance is why the AI money pit is going to implode.
GoPro issue is that memory chips are too expensive. And new memory chip factories are not being created, because that is long term investment.
Yes, the product the market wants will be unavailable or less available. The one consumers hate is superabundant.