> 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 5% of the time. You want maximum utilization in the cloud if you’re trying to deal with this very supply-constrained environment.

That's a ghoulish point of view that puts real living humans on a lower hung than the poor poor corporations who just want RAM to be so expensive that everyone needs to buy compute from them. Convenient for the corporations!