High Signal Podcasts Evidence ledger
Method
Browse
← Back to evidence

Evidence receipt / belief

Published · transcript-backed

Caitlin Kalinowski: belief

17 May 2026 Lenny's Podcast Why we’re at the beginning of the AI hardware boom | Caitlin Kalinowski (ex–OpenAI, Meta, Apple)

“I think every other country should do that as well, but I don't think that's specific to us.”

— Caitlin Kalinowski

Source trail

Everything needed to verify it.

Speaker
Caitlin Kalinowski
Attribution
Verified speaker
Claim type
belief
Recorded
17 May 2026
Publisher
Lenny's Podcast

Transcript context

…Wow. We need a YouTube lecture of here's how physics works. Okay, very cool. So when you talk about China, this is ... What I imagine, what I think about now is watching the war in Ukraine and Russia, just like drones, just like how crazy and different the world is now that you can build these little drones that go and blow people up. Robots are a part of that. It's just like such a existential threat to every country now. The ability to build these things at scale. What's your advice? What should we do? What should we change to thrive in this future and not be in trouble? Well, you mentioned drones. It's another good example. You need essentially the same technology to make the rotor spin on a drone as you do to make an arm move on a robot. It's essentially the same base technology and supply chain. So we need to, at least on the military side, have an independent supply chain as much as possible. I think that's important. I think every other country should do that as well, but I don't think that's specific to us. I do feel that we need to reindustrialize the country significantly in order to be safe in a military sense. You really never know what's going to happen in the future and people that are your allies now may not be in the future. The allied West I think is going through a lot of geopolitical changes. There's a lot of shifting. And so I would really like to reteach ourselves how to make things at scale, how to make things at quantity, how to process raw materials, how to be more independent so that when COVID happens again or something else happens again, we're not in trouble and we're not unable to protect ourselves. When I think about it also, is Marc Andreessen had this visual on some podcast of, just imagine 100,000 drums just coming out of China just at us, what do we do? We're not prepared for that. I don't want to spend all our time on this dark stuff, but it's this real thing.…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.

Search evidence