

It is certainly explainable.
OpenAI was given half a trillion dollars to ‘develop’ AI with. It’s called project Stargate.
The first thing they did with it was wave the check around and promise to buy 40% of all wafers produced globally. Wafers are the precursors to memory chips. OpenAI doesn’t need wafers; it needs working memory (either ram, Vram or SSD). They don’t manufacture anything so they don’t do anything with the wafers. They just don’t want anyone else to have them because the competition can use the memory.
But capitalism does what it does, which is to chase profit, and ever wafer manufacturer was happy to get a piece of that half trillion dollars. It’s no surprise that the first to abandon memory production were Micron (the company behind Crucial, which is the finished product division for consumers) and Sony, also producers of wafers.
There was never any guarantee written down anywhere that gpu prices would remain stable. That would actually be going against the laws of capitalism. If it hadn’t been AI, it was going to be something else upsetting this balance.


I don’t think any coat is made ethically under capitalism, no matter what material it is made of.
In truth labels such as Fairtrade, FSC, and others like that are just a band-aid to make people feel good about their purchase decisions. Fairtrade is not any fairer; farmers in Africa who grow cocoa beans don’t even know what the beans are used for. They have never tasted chocolate made with their beans.
Same thing with AI. If declaring usage of it hurts sales… then maybe it’s better to not declare it. Is there a disclaimer that a game uses Unreal Engine or Unity? No, because we don’t care care what tools people use, we just care about the result of it. The disclaimer doesn’t change the material conditions of why people might use AI for their app, it just makes it so that they have an incentive to hide it. So it’s not a solution. The fact that Steam doesn’t require a disclaimer for code generated by AI, which is what 80% of AI is probably used for, is an indication that this policy is really just trying to soothe over customers. Players can’t see the code so it doesn’t count as AI to them though.
Exactly, people are going after anyone for the cardinal sin of using AI. Meanwhile BP commits another oil spill and openAI buys another 40% of the world wafer supply. It’s misguided, they just want to yell at someone. But I’m not a priest, and I don’t operate a confession booth. Neither are you! If they want to expiate their anxieties against AI they should formulate an actual actionable platform.