korrents

← People and their mental models

Doug O'Laughlin's mental models

3 claims Doug O'Laughlin made fit 2 mental models. Most often: Second-order thinking, Cheaper means more, not less. Everything they said here.

Models they name

Their own words name the idea.

Cheaper means more, not less

Make something cheaper to use and people use so much more of it that the total goes up (Jevons paradox).

Used by 10 others

Cheaper AI will be used more in the long run and still strand the hardware built for it in the short run, exactly as unlit fibre did after 2001.

  1. Doug O'Laughlin Semiconductor analyst, author of the Fabricated Knowledge… And so, while the Jevons paradox case was 100% correct in the long run, 97% of the fiber laid in 2001 was unlit. DeepSeek: Is this Jevon's Cope?fabricatedknowledge.com · 29 Jan 2025All korrents from this piece
    And so, while the Jevons paradox case was 100% correct in the long run, 97% of the fiber laid in 2001 was unlit.

Models we see in what they say

Our reading: their claim applies the idea without naming it. The claim is theirs; filing it here is ours.

Second-order thinking

Ask "and then what?": follow a decision past its first effect to the ones that come after.

Used by 86 others

The rush to build high-bandwidth memory starves ordinary DRAM and NAND of capacity, so AI demand tightens the memory markets it never touches.

  1. Doug O'Laughlin Semiconductor analyst, author of the Fabricated Knowledge… They will shift what cash they generate to HBM capacity, which will keep supply growth in DRAM and NAND low. Why HBM is the Hottest Thing in Memoryfabricatedknowledge.com · 3 Mar 2024All korrents from this piece
    They will shift what cash they generate to HBM capacity, which will keep supply growth in DRAM and NAND low.