Yeah exactly. 150% is good. 1500% would be better.

Is OpenAI likely to fold?

They bought in one day a significant % of the worlds memory output for 2026. Two huge deals with two huge companies, announced at the same time. Neither company knew of the other deal. But those deals weren’t even for chips- they were for finished wafers. I doubt very much OpenAI has the facilities to slice and package wafers. So it seems to me the only point of the deal was to kill the DRAM supply market and drive up prices for their competition.

Wouldn’t be surprised if those finished wafers are going straight in the dumpster.

It becomes an everybody problem when we can’t buy memory chips

Sounds like a fantastic deal to me.

I’ll add to that- within a year’s time, less than 50% of the affected devices will even have a patch available.

The crazy thing is, none of these articles seem to want to admit that AI is bad.

As the old quote goes- “A time is coming when men will go mad, and when they see someone who is not mad, they will attack him saying, “You are mad, you are not like us.””

In such an environment, nobody wants to admit they are not mad, lest they be attacked.

Or as someone else said- I want a future where machines cook and clean and do menial work, so us humans can focus on art and poetry and writing. Instead we have a world where machines create art and poetry and books, so the humans can focus on cleaning and menial work. I don’t like this timeline.

Exactly this. I would love to see just one tech company stand up and say we are not doing AI, our AI budget is $0 and our product will not ship with AI. If you really want to use AI with our system you can download a plug-in or something but we won’t waste our time writing one.

They would get a million users overnight.

A nice thought.
Unfortunately the only ones who switch will be people 1. Know that it is even possible to switch/that they have an option to switch, and 2. Have the technical knowledge to back up their data, then download and install Linux, that 3. Don’t have to run Windows for other reasons and/or haven’t already switched.

Unfortunately with all three qualifiers you aren’t left with a giant number. Certainly no mass exodus.

I don’t think MS is out of touch with what the customer wants, I think they just stopped listening.

The fact is nobody is asking for this stuff.

I think the hope is that they build it anyway and then people will use/want it. AI is the big buzzword of the decade, just like ‘cloud’ was the big buzzword of last decade.