Evidence receipt / uncertainty
Published · transcript-backedLenny Rachitsky: uncertainty
17 May 2026 Lenny's Podcast Why we’re at the beginning of the AI hardware boom | Caitlin Kalinowski (ex–OpenAI, Meta, Apple)
“If you're saying it'll double, but it's already gone up. I don't know. I saw numbers like 6x and some like that.”
Source trail
Everything needed to verify it.
- Speaker
- Lenny Rachitsky
- Attribution
- Verified speaker
- Claim type
- uncertainty
- Recorded
- 17 May 2026
- Publisher
- Lenny's Podcast
Transcript context
…Actually, this is a great question, Lenny. I don't know what's going to happen. I think prices are going to double, probably. I don't know on what timeline. If I knew what timeline the prices were going to double on, I'd be trading, which I'm not very good at. I'd really be, I'd be doing a different job if I could predict these things, but certainly we're going to have a supply chain shock. And it's already gone up a lot. If you're saying it'll double, but it's already gone up. I don't know. I saw numbers like 6x and some like that. Oh, really? I didn't realize it was that bad.…
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