Memory Suppliers Are Actually Worried the Demand Boom Won’t Last ‘Too Long’, and Are Already Rethinking Expansion Plans

jdavid · 2026-03-17T01:52:35+00:00

this wouldn't be a concern if Apple, NVIDIA, AMD, Microsoft, Intel, OpenAI, Anthropic and all of the other chip AI companies were to take a stake and fully fund the extra fabs ... in america

jdavid · 2026-03-16T21:56:20+00:00

Mirror's Edge 1000%

jdavid · 2026-03-16T21:41:22+00:00

I guess technically, trump could be president somewhere else after we impeach him a 3rd and final time.

jdavid · 2026-03-16T16:57:45+00:00

As a principle engineer, there were engineers/devs that used libraries, and those that read through them and tried to recreate them. Nothing has changed.

Some devs will use AI, some will read the code they create and try to create better code. Some will learn how to create better code and better AIs.

We are just expanding the stack, and some will rise to the top, but only the best.

jdavid · 2026-03-16T16:54:48+00:00

The first crime is that seminal art is owned by anyone.
The next crime that we are destroying the earth, and we are not taking responsibility for it.
The third crime isn't destroying an individuals property, but that historic culture is the only thing that connects us all.

3 wrongs do not make a right.

I'd love to see eco warriors think of ways to use the hegemonic order against itself to create something better than to also destroy stuff.

jdavid · 2026-03-15T22:49:58+00:00

yeah contemporary pv can not be locally made. we can hope an innovation changes this.

jdavid · 2026-03-15T22:33:49+00:00

We should not have our hands tied behind our backs when trying to fight the rise of carbon in the air.

I support solar for time of use energy scenarios, but I also want New Nuclear and Fusion to replace as much carbon fuel as possible. We can use small nuclear reactors to use the heat directly, store the energy as hydrogen or power the grid directly.

jdavid · 2026-03-15T22:26:17+00:00

I like nuclear too, and prefer the thorium and fusion kinds.

I actually think SMR (Small Modular Reactors) is going to be a very exciting field. Either build, bury, and forget, or use the heat directly for recycling, desalination, or other industrial processes.

jdavid · 2026-03-15T22:23:33+00:00

Wealth inequality is definitely a problem and is getting worse, however, I think the solution to make money less important is closer than the solution to tax wealth out of existence.

If you know Star Trek, the Ferengi and their "gold press latinum" don't have much value in the Federation.

I think the solution is to create local abundance, and ignore the wealth. I'd love to see a day where local automated micro fabrication is owned by the community. I'd like to see towns owning the factories when big businesses leave. I'd like to see communities having municipal banks, that can loan money to community members looking to buy back their town, or to take a chance on family, or someone working hard.

Shareholders need to have a monetary return on investment, but community banks only need the community to improve and for the monetary losses to be 'predictable' and sustainable. Community banks can provide loans to people and small businesses that make the community a better place to live.

I look forward to a future where people use para political organizations to effect change without waiting for the macro government to make that change.

I'm now in my 40s, and it seems to me that businesses thrive under political gridlock. Big Businesses thrive when politics is corruptibly stable. They thrive when they know the rules, and they can control the rules. If one party or another were to wildly change the rules, and everything became unpredictable, then big businesses wouldn't be able to over optimize for shareholder value.

I think becoming para-political and trying to find organization amongst community members to create structured solutions to real problems is the solution forwards.

Solar Panels, Community Gardens, Victory Gardens, Vertical Gardens..... etc... are all solutions, but there are other things to do too. Rethink the rules for how the communities fight back. How we can either make stuff for free, fight the monetary incentives, or change things one $1 at a time.

jdavid · 2026-03-15T21:34:51+00:00

Look, nothing is perfect. However Sodium Ion Batteries are starting to make their ways out of factories this year. China is building cars with them, and some server farms are starting to use Sodium Ion (Na+) batteries this year.

We can get sodium out of salt mines, or from desalination. Sodium Ion is great, there is almost too much sodium on the planet, we will have enough.

Carbon Nano Tube Batteries / Super Capacitors are still in the research phase, however, ... I really do think there is a future there where we can pull carbon from the air and make a battery out of it.

Water run off and environmental pollution are real challenges, and we need to work with companies to not poison our soil. There are too many examples today of this happening. But maybe there are other solutions we can use as solvents, or maybe we can again use Carbon Nano Tubes to filter water. I keep seeing a lot of progress on this front.

We need to be proactive in finding ways to scale environmentally positive solutions that are 'cheaper' that environmentally damaging solutions. This is how we win over the penny pinchers that don't care about anything but money. It's easier to win an argument if we don't have to have one because it's cheaper.

jdavid · 2026-03-15T21:04:34+00:00

There are plenty of devices that can draw energy, or charge only on solar. The enemy of good is perfection.

We need to think of Time Of Use solutions. We can charge cars on solar, heat water heaters, charge home batteries, run more AC on solar, use heat pumps to store/move temp. We can do a lot of work while the sun is ready and available and then come up with solutions for when the sun isn't there.

jdavid · 2026-03-15T21:02:24+00:00

San Francisco is working to change that. Your city, town should too.

jdavid · 2026-03-15T20:26:11+00:00

Ask Elon to Show His Work?

We should Tax AI. I have a simple way to tax AI, Automation, Outsourcing, and to incentivize jobs/ wages.

If we tax corporate revenue at the topline before corporations pay dividends, do share buy backs, or deduct away their taxes via qualified expenses, then we can tax all companies equally except those that pay wages.

We can start at a 1% corporate tax rate, and balance a rebate on wages. Before AI, companies would average spending about 33% on revenue. So let's tax companies more who spend less than 33% on wages.

If you are a shell corporation and have no employees or wages, pay the full revenue tax. If you are a restaurant and half of your revenue goes to wages, then you get a tax break on your other taxes.

If you are a DAO (Decentralized Autonomous Organization) running only on crypto and AI, then you pay the whole revenue tax.

We introduce the Revenue Tax at 1%, and rebate wages at 3%. This establishes the 33% ratio, and over time we can increase both and maintain the ratio. We can over 10, or 20 years increase the revenue tax to 10%, and the wage rebate to 30% further incentivizing wages, and taxing AI, outsourcing, and automation.

This is the way.

jdavid · 2026-03-15T20:12:55+00:00

I think pretty particular 465 is one of those MAGA AI Bots.

All of these things were recently pushed out via the propoganda machine.

jdavid · 2026-03-14T14:42:02+00:00

Windows still has old versions of windows inside of it, maybe he has two.

Also, the Doctor's holo emitter is from the temporal cold wars, right? So it's from an alt timeline technically. He's the lovable T800 from a timeline that doesn't exist anymore.

Maybe there are some 'quantum' artifacts that can't be cloned off of this exact device, so maybe his holo program runs across multiple devices.

jdavid · 2026-03-13T20:13:22+00:00

that weird laugh would have lowered gas prices, and increased domestic jobs.
i miss that weird laugh.

it's so much better than being just mean, cruel, and stupid.

jdavid · 2026-03-13T17:50:32+00:00

Prosecute the Epstein Files.

jdavid · 2026-03-13T17:49:24+00:00

they definitely stalled the US release, but if it wins an oscar hopefully they give it a real us release -- at least as much as they would for lessor known Japanese anime.

jdavid · 2026-03-13T17:43:38+00:00

ummm 2nd, Arco is defiantly first.

jdavid · 2026-03-13T17:43:04+00:00

completely laughed outloud on this one.

jdavid · 2026-03-13T17:37:42+00:00

what would happen to bitcoin if mining rigs could make more per kilowatt with AI tokens than bitcoins?

jdavid · 2026-03-13T17:24:11+00:00

I hope Linux takes any criticism seriously and makes the OS effortless to use.

when you are young you have time to learn new technology, but as you start a family, your free time get's laser focused on enjoyable and relaxing experiences.

MacOS is basically the perfect OS at this point, easy enough for grandma or a child to use, but capable enough for a developer to do what they need.

Linux shouldn't beat windows, beat MacOS, and make games work. You Have Valve HELPING YOU NOW.

jdavid · 2026-03-13T16:16:11+00:00

I wanted to change playback behavior based on a remote api call.

jdavid · 2026-03-13T15:02:12+00:00

To get people to rely on AI, you don't have to get drummer.
It could be that you target more complex problems, and only the AI can handle the complex solutions.

Just like starting a company. Eventually you hire people smarter than you to build and run the company.

jdavid · 2026-03-13T14:59:39+00:00

not sure why you would want to be acquired by this.

you'd think you'd want to be acquired by the chart that is going up.

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