| > Why is it a winner takes all situation? Because there are a few winners who are happy to collectively monopolize the market - e.g RAM - nobody is increasing production, China is blocked from the market by sanctions and tariffs, the rest are more than happy to ask for a 1000% more than just a few years ago. Why would they do anything else - it's absolutely not in their interest for the prices to come down. > There’s really intense competition up and down the supply chain for AI. There isn't and won't be any "intense competition" - nobody can compete without hardware and it's now monopolized and affordable only to a token few. > It’s becoming cheaper and easier every day to start a company that will disrupt the established players and bring down prices. In the light of the current reality, this can only be classified as hallucinations. Actually, previously commoditized markets have become inaccessible and the trend is the exact opposite of what you're saying. It's bizarre to read naked assertions, which are not only without evidence but with all evidence pointing to the opposite. > That competition is going to bring down costs for everything. Back to reality, a new Teddy Roosevelt isn't going to magically reappear, not in either of the two parties. Imagine the world without him... we're almost there. |