[gpm]

The ram/gpu shortage won't last forever though. Moreover we can be pretty confident that long-term the prices will obey wrights law and come down in cost significantly (from the pre-shortage prices) as we learn to produce them more efficiently.

LLM companies are valued as if they're going to have some enduring monopoly that they can extract money from... GLM-5.2 and similar models make that valuation very very questionable.

[UncleOxidant]

> The ram/gpu shortage won't last forever though.

No disagreement there, but it could easily last another 3 to 5 years which is a long time in tech terms.

[mannanj]

> The ram/gpu shortage won't last forever though

Don't underestimate the markets ability to remain irrational

[colinsane]

the companies which have the power to alleviate these shortages are the same companies who are profiting most from the shortage. scarcity is an asset, it's not irrational that a concentrated marked will produce more of that asset.

[selectodude]

The solution for high prices is high prices.

If making RAM and SSDs is now cause for a 10 figure valuation, after enough time somebody will dive in.