Hacker News Reader

Comment by mindwok | Hacker News Reader

This problem is far bigger than one individual. He's making rational decisions is his capacity as CEO of an AI company. If he didn't make large compute deals, all his customers would be upset when they're hitting usage limits 10 times a day and all his investors would be doubting his decisions, especially when competitors are also trying to hoover up all the compute.

View on HN

> This problem is far bigger than one individual. He's making rational decisions is his capacity as CEO of an AI company.

That is called "Being greedy as fuck, as greedy as you can possibly get away with. Fuck everyone any anything else."

We live in an economic system designed around the assumption that everyone does this all the time.

The problem, if anything, is that the RAM companies aren't in this case. If they did, they'd get more profits which they could plow back into ramping up manufacturing and the shortage would be less acute.

It wouldn't be immediate of course. Ramping up RAM production does take some time; it's not flipping a switch. But this exclusivity deal almost definitely resulted in a situation where they are making below market returns to lock in guaranteed revenue rather than take their chances with a market that would absolutely pay up for more.

Honestly I'd not hold securing assets for his company against him.

Now, I'm curious if it was the best deal for the memory manufacturers in retrospect.

Sam's a shitty guy, but simply doing his job well isn't why.

Reply on news.ycombinator.com