• Be company
• Need RAM
• RAM no exist
• Order RAM, guarantee payment on delivery. Capital set aside. This order is a contract. It's not Amazon. 5, 6, 7 digit deals being made.
• RAM gets made. Capacity, materials, labor set aside to make RAM, not random guy (sad). Capacity/capital assigned to my RAM not available for sad guy.
• RAM exist, delivered. Exchange occurs. I got RAM, they got money. Sad guy still no RAM.
• I put RAM in systems that don't exist yet that were ordered by AI company for a data center that doesn't exist yet. Sad guy still no RAM.
• Sad guy never had a chance to get the RAM. Assumes he has a right to RAM, memes on Reddit so that guy can download it and post it on Lemmy. Still no RAM, though.
• Another guy pretends to not understand this and takes peanut butter analogy literally even though it is obviously oversimplified. Probably sad about no RAM.
• Guy realizes that all of modern commerce is based on promises of payment for things that don't exist yet that become inputs for things that don't exist yet. Guy realizes that optimization of this system is the primary concern of modern manufacturing engineering and is the basis of just-in-time manufacturing and LEAN manufacturing in general.

If the peanut butter isn't there, you won't buy it. But everyone in the peanut butter supply chain is behaving as though it will be on the shelf when you need it.