points by Bluestein 3 days ago | 0 comments
... they can force them and they will - I think it is telling that they are beginning to consider extracting software rents, which could indicate they are beginning to prepare for some lack of sustainability in hardware sales - though right now they cannot make them fast enough, 'em chips.-
[–] vkaku 3 days ago
[–] saintfire 3 days ago
> Lack of sustainability in hardware sales
Doesn't necessarily imply competitors will be eating market share, it can imply the market will shrink. e.g. data center commitments and AI dries up. Or, it can imply hardware development will slow or become "good enough" and slow sales of latest and greatest.
[–] Bluestein 3 days ago