I haven't watched up the video but I went way too into the weeds of the ram crisis

Incredible digging. I remember reading comments about the reason the price hike was the Sam Altman secured a deal with the few ram producer in secrecy were they promised to reserve a large portion of their production to OpenAI for the next years (I don't remember how long). Supposedly Sam will just to put them in a warehouse to collect dust.

>Almost all of that money when given to OpenAI was used/(will be used?) to commit 20% of the Ram supply of the whole world at a more expensive package because these companies just package ram in different order to get "AI ram" and then Micron shuts down the consumer brand (Crucial) >[...] >All of this does feel very cartel/monopoly-ish to me to push the competitors out of the market or the people running open source models out of the market and another benefit of it for OpenAI Nothing you described is actually "cartel/monopoly-ish" beyond "big players have more money to splash around". It's fine to go look at that and go "grr, I hate big tech companies", but the claim of "It's not a shortage, it's a cartel." isn't substantiated. The latter implies some sort of malice beyond what could be explained by standard scarcity thinking, eg. "there isn't enough RAM to go around. We need RAM, so le…