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   mhoye (mhoye@mastodon.social)'s status on Friday, 19-Dec-2025 06:45:31 JST mhoye

   If I understand this correctly the reason RAM has quadrupled in price is that a huge quantity of RAM that hasn't been produced yet has been bought to populate GPUs that also haven't been produced yet to go in datacenters that haven't been built yet that will be powered by infrastructure that might never exist to meet a demand that doesn't exist at all to make profit margins that mathematically can't exist and economists talk about this thing they call the "rational markets hypothesis".

   • Haelwenn /элвэн/ :triskell: likes this.
   • Embed this notice
     Paul Cantrell (inthehands@hachyderm.io)'s status on Friday, 19-Dec-2025 06:46:12 JST Paul Cantrell

     in reply to

     • Jeremy Kahn

     @mhoye @trochee

     “The Rationalizing Markets Hypothesis”

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     mark (atleagle@mastodon.online)'s status on Thursday, 25-Dec-2025 23:45:23 JST mark

     in reply to

     @mhoye and all of this money that doesn't exist can't be pinned down because all of these firms are buying stakes in each other using loans given from the purchasee.

     Big difference between having value, and creating value. Smoke and mirrors all the way down

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     @usuario@instancia.org (usuario@instancia.org)'s status on Thursday, 01-Jan-2026 09:46:00 JST @usuario@instancia.org

     in reply to

     • dibi58

     @mhoye @dibi58 here’s an additional related reason: every single web server out in the world is being flooded with AI scraping and needs more CPU/RAM and protection