"[T]he semiconductor industry needs to sell more and more powerful chips to maintain its economies of scale. It is therefore necessary for demand for computing power to increase year on year, at the same rate as gains in computing power." ... goes on to convincingly argue that adoption of AI services lags behind what's nnecessary to "consume" semiconductor production capacity. Model providers are caught in a double bind between reducing per-token marginal costs through increased efficiency and needing to keep semiconductor manufacturers afloat: "What is changing here is the growing interdependence of investment in AI and the insane capitalization of the industry, as exemplified by Nvidia."
"To use devices for longer, a change in business models as well as consumer attitudes is needed. This requires raising awareness and education but also providing incentives for behavioural change. And to support devices for a long time, an infrastructure for repair and maintenance is needed, with long-term availability of parts, open repair manuals and training. To make all this happen, economic incentives and policies will be needed (e.g. taxation, regulation)."
"In short, the look and feel and vision of Pixar all came from inside and predated Jobs by at least a decade. Steve Jobs was a crucially important money man for the company, and later a business dealmaker of the first order for it. He was responsible for the look and feel and vision of Apple, but not of Pixar. The marketing message seems to have been crafted to make it seem that what was true for Apple was also true for Pixar - one genius fits all - but that was not the case as the details make clear."