Altman argues that, amid DRAM scarcity, it is wasteful for individuals to hold scarce memory in personal computers used only about 5% of the time, and that cloud data centers offer far better utilization.
From a global allocation perspective, actually, it's quite terrible to have everybody have a bunch of the world's limited supply of DRAM sitting in their own computer, and being used maybe 5% of the time. Like, you want maximum utilization in the cloud if you're trying to deal with this very supply constrained environment. And somehow many people's intuition is the opposite of that.