SK Hynix is also now thinking about exiting the consumer market.
There’s going to be a supply chain to rebuild if the bubble ever pops.
But it won’t. We’re screwed. They now have the network speed and the storage space to steal every file from every user (OneDrive, etc). And now they have AI agents to summarize all of it, solving the analysis issue. Lastly, if you don’t own your own compute, if windows is just a dumb-terminal to cloud services…
Remember that most businesses are “consumers”. Hell, Microsoft already owns all their accounts and logins now that Entra is live and SharePoint is in the cloud
They are transitioning away from the bottom 90% of consumers to the top 10%. We are witnessing the beginning of a neo-feudalist transition, and the bottom majority won’t matter anymore.
SK Hynix is also now thinking about exiting the consumer market.
There’s going to be a supply chain to rebuild if the bubble ever pops.
But it won’t. We’re screwed. They now have the network speed and the storage space to steal every file from every user (OneDrive, etc). And now they have AI agents to summarize all of it, solving the analysis issue. Lastly, if you don’t own your own compute, if windows is just a dumb-terminal to cloud services…
Remember that most businesses are “consumers”. Hell, Microsoft already owns all their accounts and logins now that Entra is live and SharePoint is in the cloud
They are transitioning away from the bottom 90% of consumers to the top 10%. We are witnessing the beginning of a neo-feudalist transition, and the bottom majority won’t matter anymore.
I was thinking that we’ll all be offline in 5 years.