[majormajor]

In the last ten years laptop memory footprints have, what, doubled at the low end? Smallest MacBook Pro in 2016 was 8GB, smallest is 16GB today? Max I think has gone up 8x meanwhile, 16 to 128?

I wonder if there's a bit of a chicken-and-egg issue where there wasn't much that demanded 10x the RAM, so there wasn't much pressure to develop more or increase production to support it at consumer prices.

There's wayyyyyyy more demand for memory generally now, so assuming it's not a demand bubble that pops rapidly, I'd expect the new normal to end up at a much higher baseline. 512GB would be 4x greater than today's max, so even with the relatively slow last 10 years development pace, give it five years max?

[regularfry]

The problem is that the situation in the RAM market might just... not go away. It's locked in for the next couple of years unless the AI market goes pop. Which it might! But if it doesn't, there's no particular reason to think that the incentives for cornering the market like OpenAI have would go away.

We might see that new normal in five years or so. We will see a new normal sooner than that if there's a run on AI because of the sudden availability of DRR fab capacity, but also we'll probably see the level of local models freeze at whatever state they've got to at that point. But an equally likely outcome is that any new DDR capacity that comes online is just immediately absorbed by frontier AI, and consumer devices stay at "just good enough" for a decade.

[mikestorrent]

The new Macbook Neo is 8GB. I think that if we are lucky, the huge RAM demand right now means new factory buildouts which eventually means more supply and prices go back down, and capacity begins to go up. This level of demand was just not anticipated by anyone.