The number of robots needed to automate manufacturing is not large; in a rapidly growing economy the robot capital stock is small, and making robots is not a significant constraint relative to producing energy and raw materials.
US manufacturing labor is ~13 million, but one robot would displace more than one worker because manufacturing typically runs multiple shifts, so maybe 4 million robots. So that’s about 2 years delay in your model. But by then, we would have built up more manufacturing, so maybe a little longer delay, so that seems significant. But if you repurpose auto manufacturing to making robots, then you could build robots a lot faster.
US manufacturing labor is ~13 million, but one robot would displace more than one worker because manufacturing typically runs multiple shifts, so maybe 4 million robots. So that’s about 2 years delay in your model. But by then, we would have built up more manufacturing, so maybe a little longer delay, so that seems significant. But if you repurpose auto manufacturing to making robots, then you could build robots a lot faster.