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A MacBook’s value reportedly jumps from $8,000 to $12,000

The owner says their RTX 5090s also rose in value from $3,500 to $7,000, revisiting a June recommendation to buy rather than wait for lower computer prices.

Dylan PatelDP
David BauDB
Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)T(
14 Sources, 21d ago, first seen 21d ago

TLDR

On September 19, 2026, a user claimed their MacBook was worth $12,000, versus $8,000 when they posted a buy-now warning on June 25. They also said their RTX 5090s had gone from $3,500 to $7,000. Their June advice was that people waiting for computer prices to fall should probably buy instead, predicting prices would get worse before improving.

Combined views

259.2K

14 Sources, first seen 21d ago

1K likes107 comments359 saves87 reposts

Combined views

259.2K

14 Sources, first seen 21d ago

1K likes107 comments359 saves87 reposts

Sentiment

Positive37.9%62.1%Negative

Summary

Many accounts welcomed CPU fever and personal agents as the next moment for hardware makers like Dell and AMD, while others objected to ongoing GPU shortages, rate limits, and climbing retail memory prices that AI demand fails to resolve.

Based on 28 sentiment-bearing replies from 28 accounts across 4 conversations.

Sentiment

Positive37.9%62.1%Negative

Summary

Many accounts welcomed CPU fever and personal agents as the next moment for hardware makers like Dell and AMD, while others objected to ongoing GPU shortages, rate limits, and climbing retail memory prices that AI demand fails to resolve.

Based on 28 sentiment-bearing replies from 28 accounts across 4 conversations.

14 Sources

Theo - t3.gg@theoMy MacBook was worth $8,000 when I posted this. It's now worth $12,000. My RTX 5090s were worth $3,500 when I posted this. They're now up to $7,000. I hope you bought all the compute you need 🙃21d
tae kim@firstadopterEvery day I check prices in the retail channel, PC memory module prices keep climbing. Plus, Meta's Muse is still number one on the App Store.19d
Zephyr@zephyr_z9Need a lot more VMs Labs think that personal agents are the next Claude Code moment "Goldman now calculates CPU > GPU in short dated capex"19d
Danielle Fong 🔆@DanielleFongmy version of having a 2% mortgage is the compute i bought before the price exploded18d
David Bau@davidbauIt is so expensive to buy a computer. Should I wait for memory prices to drop? Or have KV caches raised the real value of a bit of RAM so much that memory will never be cheap again? In-context learning scales so much better than anybody anticipated. Maybe "takeoff" is in $/bit.18d
Joe Weisenthal@TheStalwartJust intuitively, GPU rental rates seem a more useful signal that token indices. Any reason to disagree?17d
Taelin@VictorTaelinI need more compute :( the mac mini cluster is being disputed by agents developing bend 2 and agents exploring supgen, I thought 256 machines would suffice16d
Dylan Patel@dylan522pFentanyl Grade Compute: Why a GB300 Rack Will Out-Price Blow by Weight in 2030 A GB300 NVL72 weighs roughly 1,580 kg fully populated and recent purchase orders put it at $5M per rack. That is $3,165/kg. Strip out the 1.5 tons of busbar, manifold and coolant and the GPU packages alone are well into gold territory, but we're pricing the rack, because that's what you actually take delivery of. Where that sits on the illicit commodity curve today ($/kg): $2,400 Cannabis flower $3,165 GB300 NVL72 $3,500 Fentanyl $28,000 Cocaine $65,000 Heroin $138,000 Gold So today NVIDIA ships a product that is denser in value than weed, roughly fentanyl-grade, and still an order of magnitude short of cocaine. For now... GB200 NVL72 was $4M, GB300 is ~$5M, and Vera Rubin NVL72 is already quoted at up to $8.8M at essentially the same rack mass. Rack weight is constrained by the datacenter floor loading; rack price is constrained by nothing. That's ~1.75x $/kg per generation with HBM, CoWoS and power all supply-limited through the decade. Cocaine: Colombia's new president has pledged a hard-line security crackdown with $1B in US aid behind it Every prior crackdown has consolidated the industry into fewer, better-capitalized operators with better logistics and higher yields per hectare. Consolidation is deflationary. We model US wholesale drifting from ~$28k/kg toward ~$12k/kg by 2030 as the supply chain professionalizes. **Crossover: 2030.** Our extrapolated NVL72-class rack hits ~$17k/kg while wholesale cocaine falls to ~$12k/kg. At that point the rational cartel pivots to smuggling racks, except a rack has a fixed 500+ kW power draw, a 3,300 lb forklift requirement and an export-control regime that is actually enforced. Cocaine has none of these problems, which is why it will remain the superior product for anyone without a substation. Key risks to the thesis: US retail coke is still ~$60–200/g, i.e. $60k–200k/kg so the crossover only holds at wholesale. Retail compute (H100 hour on a neocloud) is also marked up, so we consider this an apples-to-apples wholesale comparison. Full model available to Coke Research subscribers.16d
Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)@teortaxesTexfour-to-one, whether on FLOPs or chip count level reasonable16d
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    14 Sources

    Theo - t3.gg@theoMy MacBook was worth $8,000 when I posted this. It's now worth $12,000. My RTX 5090s were worth $3,500 when I posted this. They're now up to $7,000. I hope you bought all the compute you need 🙃21d
    tae kim@firstadopterEvery day I check prices in the retail channel, PC memory module prices keep climbing. Plus, Meta's Muse is still number one on the App Store.19d
    Zephyr@zephyr_z9Need a lot more VMs Labs think that personal agents are the next Claude Code moment "Goldman now calculates CPU > GPU in short dated capex"19d
    Danielle Fong 🔆@DanielleFongmy version of having a 2% mortgage is the compute i bought before the price exploded18d
    David Bau@davidbauIt is so expensive to buy a computer. Should I wait for memory prices to drop? Or have KV caches raised the real value of a bit of RAM so much that memory will never be cheap again? In-context learning scales so much better than anybody anticipated. Maybe "takeoff" is in $/bit.18d
    Joe Weisenthal@TheStalwartJust intuitively, GPU rental rates seem a more useful signal that token indices. Any reason to disagree?17d
    Taelin@VictorTaelinI need more compute :( the mac mini cluster is being disputed by agents developing bend 2 and agents exploring supgen, I thought 256 machines would suffice16d
    Dylan Patel@dylan522pFentanyl Grade Compute: Why a GB300 Rack Will Out-Price Blow by Weight in 2030 A GB300 NVL72 weighs roughly 1,580 kg fully populated and recent purchase orders put it at $5M per rack. That is $3,165/kg. Strip out the 1.5 tons of busbar, manifold and coolant and the GPU packages alone are well into gold territory, but we're pricing the rack, because that's what you actually take delivery of. Where that sits on the illicit commodity curve today ($/kg): $2,400 Cannabis flower $3,165 GB300 NVL72 $3,500 Fentanyl $28,000 Cocaine $65,000 Heroin $138,000 Gold So today NVIDIA ships a product that is denser in value than weed, roughly fentanyl-grade, and still an order of magnitude short of cocaine. For now... GB200 NVL72 was $4M, GB300 is ~$5M, and Vera Rubin NVL72 is already quoted at up to $8.8M at essentially the same rack mass. Rack weight is constrained by the datacenter floor loading; rack price is constrained by nothing. That's ~1.75x $/kg per generation with HBM, CoWoS and power all supply-limited through the decade. Cocaine: Colombia's new president has pledged a hard-line security crackdown with $1B in US aid behind it Every prior crackdown has consolidated the industry into fewer, better-capitalized operators with better logistics and higher yields per hectare. Consolidation is deflationary. We model US wholesale drifting from ~$28k/kg toward ~$12k/kg by 2030 as the supply chain professionalizes. **Crossover: 2030.** Our extrapolated NVL72-class rack hits ~$17k/kg while wholesale cocaine falls to ~$12k/kg. At that point the rational cartel pivots to smuggling racks, except a rack has a fixed 500+ kW power draw, a 3,300 lb forklift requirement and an export-control regime that is actually enforced. Cocaine has none of these problems, which is why it will remain the superior product for anyone without a substation. Key risks to the thesis: US retail coke is still ~$60–200/g, i.e. $60k–200k/kg so the crossover only holds at wholesale. Retail compute (H100 hour on a neocloud) is also marked up, so we consider this an apples-to-apples wholesale comparison. Full model available to Coke Research subscribers.16d
    Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)@teortaxesTexfour-to-one, whether on FLOPs or chip count level reasonable16d
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