Five years is too long for the buyers. The AI bubble will burst before then and then the market price will drop as the inflated demand disappears, especially if this continues long enough for more production capacity to come online.

They might not have had much of a choice in making the deal, though. Micron has been extracting the absolute maximum they can out of this situation. Make a deal or get nothing. Their clients will remember, though, and flag them as an unreliable supplier. Once this ends—and these always end—they’ll likely have a lower market share and end up having to cut prices.

Micron is optimistic in saying the demand won’t start easing until 2028. A lot of the rest of the technology manufacturing industry is about to grind to a crawl if not a halt because it’s nearly impossible to get components. Some companies are already delaying product launches and I think a lot more are about to this summer as they realize what’s happening. If non-AI businesses start to slow, the whole economy starts to slow, the AI demand will falter and that’s when the bubble bursts. I’m thinking maybe by the end of this year, more likely next year.

When the bubble bursts I’m guessing at least a couple of the companies Micron signed SCAs with will fold and Micron won’t get anything.

I’m generally of the opinion that it’s better to express your feelings for someone at some point than to hold back and continue spending time with them in a way that becomes a form of torture for yourself. Better to hear a no and move on than to waste time on something that won’t happen. Maybe don’t ask immediately, give yourself time to try to see if your feelings are real or a passing crush. And try to figure out if they’re even generally open to a relationship. Assuming they’re not already in a relationship with someone, is it because they are happy being single and not looking? Have they recently gotten out of a relationship and want to take time to focus on themselves? If they’re not likely to want a relationship with anyone right now, save yourself some awkwardness and try to move on. Otherwise, if it seems like an appropriate time, see what happens.

I never had one. My parents rented one from Blockbuster once when they saw you could play Cruisin’ World on it. I went to watch a movie with mom and afterwards we went to Target and as we passed the electronics section she looked at the prices and said maybe we could get one later. We got home to find that my younger brother and sister had fought each other until they were bleeding, over whose turn it was to play (Cruising World was a single player game, I think, or the rental only came with one controller). That ended all hope of a video game system for years.

I’ve thought off and on over the years about getting a used one, or one of those Analogue 3D systems. There were so many fun games to play with friends on there.

SMS is 160 characters. In the early days Twitter really only functioned over SMS. The Twitter 140 character limit was to fit the message inside an SMS with room for other info like usernames.

Not right now. I would like a Steam Deck for the portability but haven’t been able to get my hands on one so far (less inclined to buy a different option given the Deck’s repeatability/upgradability). Maybe in the future, if prices come down, but it would need to have games that make sense to play on a TV, ideally with friends or family, that I can’t play on something I already own.

I don’t know if mine is actually steam but having a machine feels like it’s been a good investment as a pet owner. Our dog is very good about going outside to potty but she does throw up from time to time and she will always try to find the limited amount of carpet we have in our house (I think it’s the closest thing to grass in her mind). Maybe it would be cheaper still to go rent a machine, but the convenience of being able to use it right away also has to be considered.

What we really should have done is made the Car Talk guys president. If there’s one thing I know for sure, it’s that those two would never have forced me to listen to what some MIT grad thinks.

Absolute gold! (The hosts of Car Talk were both MIT grads)

None anymore. I’d like to get my hands on a CRT HDTV if I can find one. I saw a listing on Nextdoor a decade ago but it was old and the guy had wound up trashing it before I messaged him.