The demand for DDR5 will evaporate in 2 years whether the AI bubble pops or not. IF new factories are coming online they need to be sized for new tech, but only LPDDR6 has a ratified spec and it's not ideal for AI. So ramping up lot of extra factories for LPDDR6 makes little sense

Sandisk has been devloping an HBM-killer memory called High-Bacndwidth-Flash... but they aren't sharing much information. I'd say this announcement either means High-Bacndwidth-Flash isn't panning out or that they won't need new factories to produce it.

As far as what others are doing that makes investing in DDR5 dumb:
1. Cerebras doesn't use memory chips, just a crazy crazy amount of on-CPU cache.
2. Intel is re-entering the memory market with a sorta radical new ZAM memory that is considered an HBM-killer.
3. Turboquant is fairly useless at actually speeding things up currently, but it proves that we can shrink the need for memory if compute can handle this type of quantization in-line. In the near-term this will mean accelerators coming out in the next few years will have these schemes baked into the hardware and need far less RAM. This is roughly comparable to when we started getting hardware accelerated texture compression with 3D graphics cards. It looks like the Turboquant idea was plagiarized and overhyped, but the idea is likely amazing if applied at the CPU level.

Can't tell if this is sarcasm...

• On the one hand... "dynamic innovation" reads fairly sarcastic
  • On another hand... some people really have a raging hard on for capitalism
    • On yet another hand... the giant loopholes in this law mean people Maryland might be the first place businesses look to implement surveillance pricing.

Palantir really only has value as a middleman between various AI backends and the defense industry. Currently Palantir pretty much only uses Anthropic. Anthropic is trying to cut them out by working with the DoD directly. I see this manifesto crap mostly as a way to try to keep Palantir in the news/relevant.

It's likely Palantir is behind Anthropic getting labelled as a security threat... and if they are it is backfiring hilariously.

Yep, Trump’s judges will likely just do the same thing they did with Kalshi. They could even use the same argument for all these; “This isn’t obvious thing explicitly supposed to be governed by the state it’s market swap trading”.

Hopefully we can correct this with the midterms ...

The most likely thing AI will do is create calcification of current programming languages and methodologies; especially with the death of StackOverflow and other living tomes of public programming knowledge. Without new data to train on, things will stagnate for LLMs... which I think will either make LLMs far less relevant for programming or, more likely, entrench languages(and methodologies) that currently have good training data.

Some programming languages have been FAR more successful at getting LLMs to generate reasonable code, which mostly comes down to data that is available for training LLMs. LLMs are generally really good at generating Python because of the amount of data available to train on.

Apple has a nice Hypervisor which lets you run Arm64 Linux as a guest OS really well. As the base/boot OS Linux still doesnâ(TM)t support a lot of really basic things on Appleâ(TM)s newer laptops.

Trump is literally running SS into the ground; Trump has halved the years before the fund is insolvent. If you only plan on living for another couple years then I guess Trump's policies work out for you... If you are currently under 60 you are getting screwed. https://fortune.com/2026/02/24...

The EU probably does want worse relations with the US... the narative that "The US is steamrolling all you helpless tiny European countries" bolsters the EU's power even further. Honestly, it's all heading towards authoritarianism at this point; dark times.

If/when the AI subsidies get pulled the cost/benefit is going to take a nose dive. Things could get really interesting... https://thehill.com/opinion/te...

Apple's worldwide marketshare in mobile phones is ~25%.

Epic has ~25% of the market and YES the studios that built on their engine a very locked. https://www.reddit.com/r/gamed...

The "actual costs" are all Apple's servers... so if Apple needs to segment these people into sandboxed physically separated servers for "security" then "reasonable" could be easily $100K / month.

The ruling explicitly says Apple should get a cut, and that current cut is too big, but not even any real guidance on what "reasonable" is... the ruling is garbage

I guess Apple should try 26.9%... this ruling is garbage and the judges should be embarrassed. If it's completely up to the judges gut whether a certain cut is "reasonable" it will mean this stays high and Apple will eventually find a judge that agrees with some high number.

If the AI crash happens in the next couple years these HUGE companies will likely hold onto the accelerators for a couple more years after that and by the time they are sold at rock-bottom prices they will be truly worthless... which at least saves us from them being used by miners...

The obvious thing to question is the thing he says is gospel... that if not true would mean he and his company are irrelevant.

• "But if you define console as the property, not the system, then the notion of a very rich game that you engage in for many hours that you play on a big screen -- that's never going away."

If he's saying this... he is worried that big AAA games are in danger of disappearing.