Nice - Recommend adding LPDDR variants, info on lead times, currency toggle button, and lastly maybe consider adding other memories commonly paired (e.g. eMMC, NVMe, etc.) but perhaps is out of scope.
This supply crunch is such a fraud - I was on a call with a analyst group covering the memory market and they described the current situation in hilariously depressing corpo speak:
"Pricing dynamics are reflective of coordinated production discipline amongst major suppliers."
I had to give them props, that is one of the most creative ways to describe the pricing fixing cartels.
Is a common phrase in cyclical industries. Increasing production requires huge capex (like Micron's new $100 billion plant in New York), but the reward for that investment are lower prices... A decade ago, during the shale boom people started talking about it and you can find plenty of use in the early 2000s already.
I think Denver has a few other things going for it that simply make it a higher value housing market, namely:
1. Mild weather - dry weather with well defined seasons without
2. Natural recreation - some of the best year-around outdoor recreation in the country
3. More diverse economy - Austin is extremely tech heavy. Anecdotally most people saw dot-com boom hit Austin much harder than 08 crisis. Tech is bleeding right now.
4. Geography - building in Denver is constrained by Rocky mountains. The plains offer endless building but in Texas you can build any direction and topology is very flat.
I think the other thing not mentioned here is that Austin saw a huge influx of home buyers in 2020-2024 - most everyone I met during that time that moved from West Coast bought at the high and left within 2-3 years after realizing they couldn't handle the crumbling infrastructure and hot summers. Many of them have been holding onto these properties and trying to rent. This only put more pressure on another group - those who bought properties specifically for short-term rentals (e.g. Airbnb). Those who did stay are see massive headcount reductions in tech industry. Meanwhile there are many natives who would love to live closer but are stuck with properties purchased in '21-'24 in Round Rock, Georgetown, San Marcos, Taylor, etc.
So IMO this a perfect storm of not just building housing supply (which is great - the best thing the city has managed to do in the past 15 years), but also significant demand correction.
As someone born and raised in Austin and a homeowner within the city - I am ecstatic about decline in rents and home values. Austin became what it is in part because it was affordable.
We have no nearby mountains, hot summers, poor infrastructure, poor politics, a heavily polluted coastline --> there was no reason for it's prices to be as high as they were.
I have been to Austin only once for South by Southwest back in 95. As a musician I loved being in Austin, especially for that event. I do get the differences between there and Denver. I love it here. However it is getting hotter here too. It's 85 today and will be 87-88 Friday, and we are running out of water along with the rest of the Southwest. Who knows what's going to happen or where to go to if it gets real bad?
Historically - it's actually NOT normal. Link and quote below that examines this with graphs but, the crux is that we have accepted higher inflation in order to achieve stable inflation that is predictable.
"For the pre-Fed period (1790-1913), the average annual inflation was 0.4 percent with a coefficient of variation of 13.2. During the period 1941-2016, these figures changed to 3.5 percent and 0.8, respectively. If we look at the post-Volcker era (1988-2016), annual inflation was 2.2 percent on average with a coefficient of variation of 0.4." -
Also recommend Debt: The First 5000 Years (David Graeber) and Capital in the Twenty-First Century (Thomas Piketty) which cover this and more on how current concepts of finance and capital post-1914 are incredibly different from the majority of human civilization.
I think a broader historical/anthropological approach is helpful here to understand why those tradeoffs were made.
> "For the pre-Fed period (1790-1913), the average annual inflation was 0.4 percent with a coefficient of variation of 13.2. During the period 1941-2016, these figures changed to 3.5 percent and 0.8, respectively. If we look at the post-Volcker era (1988-2016), annual inflation was 2.2 percent on average with a coefficient of variation of 0.4." -
Citing an average number is misleading since the chart of the value of a dollar during that time looks like a zig-zag with some massive swings in both directions. This means periods of severe deflation, too, which can be very bad for people.
It definitely was not flat or consistently near zero, though citing an average number is a great way to give that impression.
It will never be found - the amount of stories I heard of firms and business pocketing the relief money and closing shop anyways is outrageous. The government was way to loose with how these funds were distributed for what they expected of those recipients.
I was just in a heated discussion on this recently - the current focus on the federal DOE itself being "fraudulent" is in my opinion completely misdirected at where fraud most likely is to occur, and is fully embodied here. The Federal DOE ultimately distributes supplementary (NOT supplant) funds earmarked for specific resources (e.g. food insecurity, special need population) to state education agencies where the actual procurement happens, and further these states decide ultimately who actually receives the money, who is on the approved vendor list, etc.
Unfortunately I think most people will look no further than the headline and think the current administration is correct in their strong attack on federal institutions like the federal DOE, when this was a fraud perpetuated at the state level and caught only by federal oversight (FBI, Postal Service, IRS Criminal Division).
You're wrong. The whole point is that the DoA and its ilk like USAID just dumps money and then feigns plausible deniability.
Did you see Reed Hoffman's answer when asked if he funds lawfare against RFK Jr so that he both can't add his name to ballots as well as remove them? He said, well I just hand off the money but I can't control what happens after that. Which is utter bullshit. That's plausible deniability in full view.
There can be accountability and there needs to be accountability. If DoA is the enabler of fraud when it pays hundreds of millions of dollars to its NGOs that it knows is engaged in fraud, then USAID is guilty. It can't distribute taxpayer money so easily and say it doesn't have any control over the actions.
This supply crunch is such a fraud - I was on a call with a analyst group covering the memory market and they described the current situation in hilariously depressing corpo speak:
"Pricing dynamics are reflective of coordinated production discipline amongst major suppliers."
I had to give them props, that is one of the most creative ways to describe the pricing fixing cartels.