Overdriven
Dumpster Fire of The South
- Joined
- Jan 23, 2004
- Messages
- 12,974
So, it doesn't look like they're coordinating between them like last time - they're just selling wedding cakes because the AI industry wants to buy wedding cake - so they're using all their available capacity to make wedding cakes.
It's the coordination bit that would need to be proven - and it's all just enlightened self interest. They'd be mad not to sell wedding cakes - and at risk of shareholders suing them.
Problem with selling wedding cakes is when the other trillion dollar organisations who want carrot cake can't get it.
Apple have just increased pricing (for not the last time) and they're the biggest consumer facing market on earth for normal people.
I don't think the bubble will burst because of consumers directly, but it'll be a consumer level burst because people will ALWAYS want new consumer hardware. When no one can afford it? Doesn't matter that everything has AI when you have no consumer hardware people can afford which can run it.

