[josefritzishere]

Investment is not demand. You are describing the problem. That irrational exuberance is why the AI money pit is going to implode.

[watwut]

GoPro issue is that memory chips are too expensive. And new memory chip factories are not being created, because that is long term investment.

[josefritzishere]

Yes, the product the market wants will be unavailable or less available. The one consumers hate is superabundant.