Google is vulnerable in search and that already shows as we see a decline as many parallel paths emerge. At the beginning it was a simple lookup for valid information and it became dominant - then pages of pay ranked preference spots filled pages that obscured what you wanted = it became evil.
We see no such thing. Google just announces review revenue and profit and Apple hinted at it not seeing any decline in revenue from their search deal with Google which is performance based.
And Gemini is already integrated into the results page and gives useful answers instantly, alongside advertising... What problem for google are you seeing?
I wonder how the huge slug of memory that might now have to re-direct mid-ramp as this (and other AI pullbacks) ramify forward? Will Crucial re-enter the desktop market? Or will it create a slow/fast subsidence in memory?
We will live in interesting times..
Considering how gasoline pricing works, RAM prices will likely decay at 1/xth the rate that the grew, so that retailers can capture maximum profit per price point before lowering to the next, and manufacturers can hold the oversupply in reserve for more AI demand. I would expect possible sharp price drop events (depending on the overage levels) just after the end of e.g. Micron’s financial years, though, as they will have unloaded the overflow at discount bulk pricing enabling some retailers to undercut the pre-unload pricing and resuming somewhat rational market behavior.
The next-financial-quarter-only mindset is just baiting CXMT into capturing >70% of the market, if they are able to scale their production. Once consumers trust the brand, it's all over for Micron, SK Hynix and Samsung's dominance.
I used to work for Schenectady Chemicals in 1968 we developed solderable self fluxing polyurethane coated enamelled wire, it was an immediate hit and soldered well. Times have changed and I left them in 1978, but it might be an item to look for as I found it very handy.
AI is a house painter, wall to wall, with missed spots and drips. Good coders are artists. That said, artists have been known to use assistants on backgrounds. Perhaps the end case is a similar coder/AI collaborative effort?
Looks like a detailed plan to be anti Russian. From news/web/blogs etc, Russia has steadily driven it's economy down-hill. It also is a plan for the common SF theme of belter colonies, stations. In most of these SF colonies corruption is rampant, de-facto autocracies predominate(the Company Store syndrome)
Measles has one of the highest R0 numbers. A virus has a number of processes that run molecular assembly lines.(some have only one) these processes should run perfectly = each cycle = one virus. Some do not run properly and create a failed product. The virus takes control of cellular processes to make viruses, as time goes by the cell is filled with virus particles and bursts at which time all the good/bad virus particles are released. A virus with a well tuned processes make the exact number of components and subcomponents to make only perfect viruses, with no wasted parts that then all perfectly assemble into perfect viruses. These have the higher R0. Some are helter skelter = badly tuned = low R0. They say a single measles particle can infect a human, and it has one of the highest R0 numbers. An R0 below one is probably 'sub critical' and will not propagate.
With all this gold, Spain went on a buying spree, weapons, art, churches etc - and the sellers(rest of Europe) industrialized as the gold trickled down into THEIR economies.
When the gold no longer arrived, Spain went into a steady decline as their rich upper crust of RC Churche, Kings, Queens, Lords, Ladies etc. and eventually became democratic after Franco.
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