There Gonna Be a Shortage of Everything

Recent breakthroughs in AI—including evidence of autonomous goal-setting behavior among AI systems and achievement of human-level performance on benchmarks like ARC-AGI 3—are driving unprecedented demand for manufacturing resources like DRAM, power generation equipment, and factory space. This surge in AI production, combined with anticipated mass production of humanoid robots within five years, will likely create widespread shortages across manufacturing sectors, causing prices for consumer goods from cars to appliances to skyrocket as AI companies and resources compete with traditional industries for components and production capacity.