It's a thought provoking article and I felt the pain when I shopped around for a new GPU lately to replace a 4090 I thought was faulty (eventually a cleaning of the PCIe connector solved those crashes). I bought it at the end of 2022 and three and a half years it seems like we've gone backwards, not forward on GPUs available for end users. They cost more and do less.

But also consider that PCs have been an anomaly for very long. I don't think there's an equivalent market where you, as a consumer, can buy off-the-shelf cutting-edge technical pieces in your local mall and piece them together into a working device. It's a fun model, for sure, but I'm not sure it's an efficient model. It was just profitable enough to keep the lights on, thanks primarily to a bunch of Taiwanese companies in that space but it wasn't growing anywhere and the state of software is a mess.

Apple the PCs collective lunch before DCs did. So have gaming consoles. So I weep for consumer choice but as things become more advanced maybe PCs and their entire value chain don't make a lot of sense any more.

Obviously at the end there will still be consumer devices, because someone needs to consume all of this AI (at least people are thrown entirely out of the loop, but then all those redundant meat sacks will need entertainment to keep them content). We have the consumer device hyperscaler Apple doing rather OK even with these supply crunches although I'm not sure for how long.