All I see everywhere is "OpenAI generated $13 billion in revenue in 2025" and it just cost them $8 billion. $5B loss in 2025 and projections of losing $14B this year.
I agree with the larger point you make. Most AI companies - certainly Anthropic - are private, and there's some disconnect between the money pouring into them, and their balance sheets.
That said, investors care very much about the number of users these companies have, and the public's attitude toward these companies.
An AI company can more easily raise money if they're growing their user base, and enjoy public buzz.
There were multiple periods in history we experienced ram price shocks.
1. Ram was relatively cheap between 1985 and 1987 hovering around $100-150 for 1MB using 256Kbit chips. Then 1987 anti dumping laws lined up with fabs upgrading to lower yielding new 1Mbit chips and things got crazy. In 1988 256Kbit chips went from $3.5 to $7 in less than a month. Some companies coped better than others. Atari was the first to offer computer shipping with 1MB below $1000 thanks to Tramiels little secret of smuggling ram from Japan and skirting anti dumping restrictions :) Even SUN Microsystems was caught buying that smuggled ram from Tramiel.
2. 4MB $150 January 1992, lowest in went would be $100 in December 1992, and back to $130 in December 1994.
128MB DIMM prices: May 1997 $300. July 1998 $150. July 1999 $99. September-December 1999 $300. May 2000 $89.
Then overproduction combined with dot-com boom liquidations started flooding the market and Feb 2001 $59, by Aug 2001 _256MB_ module was $49. Feb 2002 256MB $34. Finally April 2003 hit the absolute bottom with $39 _512MB_ DIMMs
Sadly now is not like any of those times. Its like the Jiji earthquake lasted couple of years straight.
Thats assembly, couple lanes of PCB Reflow ovens. They have been at this since mid nineties, always offering lifetime ram warranty too. Ram and SSD pretty commonly seen in retail.
AMD K6-3 333MHz CPU officially doesnt exist. No official AMD documentation ever acknowledged it despite plenty specimen documented on the net over the years. Quite weird 3.5 x 95 MHz model. Turns out there was only one source of this processor, year 2000 Fry's Electronics Black Friday deals:
Soyo SY-5EMA+ mb/cpu/ATX case $99
FIC PA2013 mb/cpu $79
AMD K6-3 333MHz cpu only $29
Weird outdated non standard CPU ordered special from AMD with weird underclocked specs just to hit super low price points.
"Section 1.23 of the IBM Agreement states that IBM Licensed Products "shall mean IHS Products ..." The only logical conclusion is that the parties meant those IHS Products specifically identified in Section 1.2 of the Agreement. Section 1.2 does not limit the products to IBM designed products."
"Therefore, IBM has the right to act as a foundry and to make, use, lease, sell and otherwise transfer the microprocessors in question to Cyrix free of any claims of patent infringement."
Fair point on transparency. I've updated the README to credit Claude Code for the assembly. I directed the architecture, feature set, and all version decisions - Claude wrote the code under that direction. Seven releases over about 6 weeks, commit history and changelogs document the progression. Happy to discuss the design decisions if you're curious.
Author is all over AI, other projects on his github are some AI nonsense made with Claude and at least partially somewhat credited this way (or maybe not obscured well enough with Claude signed commits). Release page is your standard affair LLM emojis gag. But mostly code itself smells llm, was dumped all at once and there are no commits since initial upload.
cough Sora cough
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