Readit Newsredwood commented on The Walt Disney Company and OpenAI Partner on Sora openai.com/index/disney-s... · Posted by u/inesranzo
A new pretrain would definitely get more than a .1 version bump & would get a whole lot more hype I'd think. They're expensive to do!
Not if it underwhelms
I'll never forget the Palo Anaconda scare. Update: it was a black mamba scare, oops https://www.paloaltoonline.com/news/2023/10/10/palo-alto-res...
redwood commented on The end of the road for Kafka-delta-ingest brokenco.de/2025/10/30/ka... · Posted by u/alex_hirner
What about WarpStream? Isn't that purpose built for lower Kafka ingest costs?
redwood commented on Average DRAM price in USD over last 18 months pcpartpicker.com/trends/p... · Posted by u/zekrioca
Assuming they haven't massively changed operations to crank up supply, which seems to be the case, they shouldn't be massively hurt with a price drop.
If this price goes on for a longer period though, I assume that won't be the case.
Well an example would be if they for example took out massive debts on the back of an expected Revenue stream
redwood commented on Average DRAM price in USD over last 18 months pcpartpicker.com/trends/p... · Posted by u/zekrioca
I wonder if they caught wind, but they both thought they were competing for the same contract.
Another way of making the point I'm making is you don't become one of the two leading memory producing capable companies in the world by being naive
redwood commented on Average DRAM price in USD over last 18 months pcpartpicker.com/trends/p... · Posted by u/zekrioca
The big news story this cycle is that OpenAI secured two large contracts with two separate DRAM companies at the same time, carefully timing the deals so that neither DRAM company knew about the deal with other. Had either company known about the true demand from OpenAI they would have charged a lot more, but each only saw about half.
In other words, there was no collusion between the DRAM manufacturers. They were both caught off guard and left a lot of money on the table.
The current price increase is the result of the huge demand spike. Production takes years to ramp up, but demand has spiked rapidly. Supply and demand.
I find it very hard to believe that two South Korea based Chaebol memory producers would have no wind of this from the other.. more likely is that they both agree that it is not in their or the nation's interest to take on too much of a risk profile... while also balancing the risk of appearing to be colluding.
redwood commented on Average DRAM price in USD over last 18 months pcpartpicker.com/trends/p... · Posted by u/zekrioca
Their risks are none. They are not increasing capacity, only selling the available one to the highest bidder. Whenever these AI companies run out of money, these producers can simply resume their regular business.
It only depends on whether they get addicted to the high prices.. as long as they can withstand a collapse in the prices then you're right they have minimal risk
Disney comes out pretty good from this one; they're going to have a ton of people using the service to create all sorts of stuff that will—on the whole—increase brand awareness and engagement with Disney.
OpenAI comes out pretty good from this, with a customer who's probably not paying much (if anything), $1B additional runway, but reduced ownership of the company.
I think Disney is the winner here.