I Hope I'm Wrong About RAM Prices & AI Bubble
I really hope I'm wrong about the AI bubble and RAM prices, I hope that this is the end and this is the bubble bursting but I don't want to get my hopes up just because OpenAI shut down Sora and Micron stock is dropping ==========Support The Channel========== ► Patreon: https://brodierobertson.xyz/patreon ► Paypal: https://brodierobertson.xyz/paypal ► Liberapay: https://brodierobertson.xyz/liberapay ► Amazon USA: https://brodierobertson.xyz/amazonusa ==========Resources========== End Of Sora: https://www.theguardian.com/technology/2026/mar/24/openai-ai-video-sora Disney Deal: https://www.bbc.com/news/articles/c5ydp1gdqwqo Research Paper: https://research.google/blog/turboquant-redefining-ai-efficiency-with-extreme-compression/ Google Announcement: https://x.com/GoogleResearch/status/2036533564158910740 =========Video Platforms========== 🎥 React: https://www.youtube.com/@BrodieRobertsonReacts 🎥 Podcast: https://techovertea.xyz/youtube 🎮 Gaming: https://brodierobertson.xyz/gaming ==========Social Media========== 🎤 Discord: https://brodierobertson.xyz/discord 🐦 Twitter: https://brodierobertson.xyz/twitter 🌐 Mastodon: https://brodierobertson.xyz/mastodon 🖥️ GitHub: https://brodierobertson.xyz/github ==========Credits========== 🎨 Channel Art: Profile Picture: https://www.instagram.com/supercozman_draws/ #AI #OpenSource #Linux #FOSS #OpenAI #Sora 🎵 Ending music Track: Debris & Jonth - Game Time [NCS Release] Music provided by NoCopyrightSounds. Watch: https://www.youtube.com/watch?v=yDTvvOTie0w Free Download / Stream: http://ncs.io/GameTime DISCLOSURE: Wherever possible I use referral links, which means if you click one of the links in this video or description and make a purchase I may receive a small commission or other compensation.
Video Chapters
- 0:23 The "AI Bubble" myth and the end of Sora
- 1:44 Shifting focus to robotics and real-world tasks
- 3:20 The legal and ethical hurdles for AI video
- 4:24 How Google's TurboQuant impacts the hardware market
- 8:18 Examining the reality of DDR5 RAM discounts
- 9:36 Debunking the rumors of OpenAI’s hardware supply failure
- 10:38 The real factors behind current RAM price drops
- 12:30 Shifting from chatbots to "Agentic" technology
- 14:26 Why AI demand for RAM isn't slowing down
- 15:49 Final thoughts: The next stage of the AI era
Original Output
0:23 The "AI Bubble" myth and the end of Sora 1:44 Shifting focus to robotics and real-world tasks 3:20 The legal and ethical hurdles for AI video 4:24 How Google's TurboQuant impacts the hardware market 8:18 Examining the reality of DDR5 RAM discounts 9:36 Debunking the rumors of OpenAI’s hardware supply failure 10:38 The real factors behind current RAM price drops 12:30 Shifting from chatbots to "Agentic" technology 14:26 Why AI demand for RAM isn't slowing down 15:49 Final thoughts: The next stage of the AI era Timestamps by StampBot 🤖 (556-i-hope-i-m-wrong-about-ram-prices-ai-bubble)
Unprocessed Timestamp Content
0:00 Let me be crystal clear, I want to be excited here 0:23 We are not witnessing the AI bubble burst; resources are reallocated 0:34 OpenAI announces the end of Sora video generator after six months 0:53 Four months earlier: OpenAI and Disney discussed a $1 billion deal 1:08 OpenAI gave no indication Sora was winding down, making it suspicious 1:44 OpenAI pivots focus to robotics that help people solve real-world tasks 2:10 Sora was not making money, burning millions daily on meme generation 2:50 Can you justify burning millions every single day just to generate memes 3:20 Video generation became too good, leading to lawsuits and deepfakes concerns 3:54 If OpenAI has no morals, lawsuits become a significant financial concern 4:24 Google announces TurboQuant to reduce memory usage and improve speed 5:19 Samsung, SK Hynix, and Micron stock prices dropped after TurboQuant news 5:49 Stock prices don't directly reflect product sales, it's a complex combination 6:08 Looking at Micron stock past year, it has still massively skyrocketed 6:58 Samsung Electronics stock also massively skyrocketed despite recent dips 7:11 SK Hynix stock also shot through the roof over the past year 7:22 This is a minor correction, not a collapse, as AI efficiency improves 7:51 Many believe the AI bubble will burst, finally making RAM and storage affordable 8:18 DDR5 RAM prices are dropping, but some perceived discounts are marketing tricks 9:36 Rumor: OpenAI failed to fulfill commitment to purchase 40% of world RAM supply 10:01 There is no credible evidence that OpenAI failed on the SK Hynix promise 10:38 Current RAM price drops are not directly linked to TurboQuant or AI bubble burst 11:09 Retailers change prices based on demand and what people are willing to pay 11:46 The consumer market is finally hitting its limit on what it can actually bear 12:16 Speaker is skeptical about the end of the AI bubble and affordable prices 12:30 OpenAI shifting focus to "agentic" technology for autonomous tasks 13:10 Big companies want AI capable of human work, displacing entire workforces 13:35 What is actually going to happen with AI and RAM prices? 13:49 If one AI company fails, another will immediately take its place in the market 14:16 Shutting down Sora doesn't mean OpenAI is cutting back; they'll use RAM elsewhere 14:26 OpenAI and others will continue buying RAM more efficiently, possibly worsening prices 15:02 Speaker really hopes to be wrong, but has lost all hope in a quick solution 15:32 Micron plans to use GPU-focused GDDR memory for AI by stacking layers 15:49 This is not the end of the bubble; we are entering stage two of the boss fight 15:57 Speaker genuinely hopes to be wrong about the AI bubble not bursting soon Timestamps by StampBot 🤖 (556-i-hope-i-m-wrong-about-ram-prices-ai-bubble)