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"content": "nostr:nprofile1qy2hwumn8ghj7un9d3shjtnddaehgu3wwp6kyqpqajv2lxlnghg95sze62cxs77zm7u6gg8sh25qy7cmw79wnjhruwzqvksc8f This is beyond just GPU pricing. It's about supply chains, especially around Mother boards and cases. The Hyte section, which is like the first 30 minutes or so, is really good too, since they're showing their numbers pretty transparently. If you take their numbers as true, before tariffs, they'd only be making 5 bucks per case off of a y40, but for their strategy, that's fine since what they want right now is market share, enough that economies of scale can kick in to make the product even cheaper and potentially increase margins, but depending on how tariffs go, they predict they'll be losing 100+ dollars per case if they sold them at their current price, and basically say that their product in the US would be entirely non-viable.\n\nAlso Gawr Gura case.\n\nhttps://varishangout.net/media/73b69f53-5b8b-4661-85dd-ff23ff69c985/image.png",
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