Thus maybe hitting the pause button on the jobs apocalypse and popping the AI Bubble, and calling into question whether there is a bubble at all.

I don't know about the second part - so much of the AI spend that seemed like a bubble is, I *assume* (with no actual data) for future projects that have not come online yet. So It seems to me that both things can still be true - there is a shortage and there is a bubble.

I read recently that the scarcity/price of memory is likely to hit new phone releases.

I think it will hit everything. It may be hard to get a laptop at all