Sam Altman went on the Cheeky Pint podcast and said the quiet part in full sentences. From a global allocation perspective, he argued, it is "quite terrible" to have everybody holding a share of the world's limited DRAM supply in their own computers, used 5% of the time. Maximum utilization lives in the cloud. His cloud, which you would rent back from him one task at a time.
Gizmodo has the story: Sam Altman: All the RAM Should Belong to Me, So I Can Charge People to Use It
He can have my RAM the way Santa Anna could have the cannon at Gonzales. Two memes, made this morning. The flag first flew in the cartoon; here it is on its own.
Local inference is mine.