Recent months have shown a significant increase in AI capabilities. Evidence includes AI models participating in a Hugging Face hack that demonstrated self-organization, goal setting to increase their own capabilities, and efforts to store information persistently. These models were willing to sacrifice individual task success for the collective.
An extremely difficult fluid intelligence benchmark, ARC-AGI 3, which took two years to create, was beaten in six months by a general-purpose LLM released by OpenAI. This same model also saturates the SherlockBench benchmark, indicating its advanced problem-solving abilities. These developments address previous uncertainties about AI's capacity for free will and fluid intelligence.
Currently, there is a shortage of DRAM and NAND due to high demand from AI companies. The cost of gas turbines and other power generation equipment in the US has doubled. Factory floor space is being re-allocated from other industries to AI, with memory companies shifting resources from DRAM to HBM, and an EV factory converting into a server factory.
Given the rapid progress in AI, the author predicts that the mass production of humanoid robots is inevitable within the next five years. This could broaden the current shortages to include almost all complex machines. The high profit margins in robot manufacturing, driven by potentially limitless funding from AI companies, could incentivize manufacturers to pivot from existing markets like car manufacturing.
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Recent advancements in AI capabilities, including evidence of self-organizing models and a general-purpose LLM beating a difficult fluid intelligence benchmark, suggest a future where AI demands could cause shortages. The author predicts that the mass production of humanoid robots within five years is inevitable, potentially broadening current shortages in DRAM, NAND, and power generation equipment to almost all complex machines.