[redserk]

Perhaps a quantity below "a single company causes enough of a spike in global demand that it'll have demonstrable impact in nearly every single industry"

And usually trade regulators would be the entity to start being concerned.

I assume you're on a quest to assert a "let a completely unregulated free market roar" position, but do recognize that global supply issues of critical components have negative market effects, especially when it'll have some impact on nearly every industry except perhaps lawn care.

[asa400]

> I assume you're on a quest to assert a "let a completely unregulated free market roar" position

No. I’m genuinely curious, because I agree with you about how critical these components are. I ask because it doesn’t seem to me like the answers are immediately straightforward and wanted to hear serious replies to those questions.

[adastra22]

How much is too much? It’s like porn: you know it when you see it.

Basically one company (or a cabal of companies) shouldn’t be allowed to exert enough market-moving pressure on inventories as to disrupt other industries depending on this supply.

Sam Altman masterfully negotiated a guaranteed supply of chips for OpenAI, and there is nothing wrong with that, by itself. But there are now a dozen other industries getting rekked as collateral damage, and that shouldn’t be something one man or one company can do.