
I’ve been thinking a lot about Clawd Bot & the race for Mac mini’s a bit over the past few days and I think I’ve come to a very scary realization that explains this crazy phenomenon. Put simply, building a gaming PC will be nearly impossible in the next 5 years… in fact it already is for the vast majority of consumers. But I will go one step farther—in the next 10 years having any type of personal computing device will be unattainable. Fab capacity will be allocated to its most productive and profitable use which is Cloud & AI data centers. Even today, most of the software you run already won’t work without an internet connection. But now with the opportunity cost being so high consumers will be shafted and will only have one option which is moving to the cloud. It’s looking increasingly likely the only hardware you will have is some terminal that connects to the cloud with no workloads running directly on your own hardware. Your device will just have the most basic single core processor and 4 GB of RAM at most.. This is what most people are missing with the fire escape race to acquire Mac Mini’s. The cost for these AI services aren’t just going up they will scale and capture the profitability of the services they provide the same way consulting and financial services extract rent from larger more productive corporations. The only way to protect yourself from the inevitable is to acquire as much hardware that can run inference as fast as fucking possible… Welcome to the computless class.

Put simply, building a gaming PC will be nearly impossible in the next 5 years... in fact it already is for the vast majority of consumers. But I will go one step... See more