Evidence receipt / evaluation
Published · transcript-backedCaitlin Kalinowski: evaluation
17 May 2026 Lenny's Podcast Why we’re at the beginning of the AI hardware boom | Caitlin Kalinowski (ex–OpenAI, Meta, Apple)
“We think we can get those, but I think everyone, not just in this country, but around the world is starting to think about supply chain because you have these disruptions, whether it's COVID or war and you see how quickly things change.”
Source trail
Everything needed to verify it.
- Speaker
- Caitlin Kalinowski
- Attribution
- Verified speaker
- Claim type
- evaluation
- Recorded
- 17 May 2026
- Publisher
- Lenny's Podcast
Transcript context
…And it's interesting that your focus is on these actuators. Is that the bottleneck, this very specific part of a robot? It might be. So if we can't get the magnets, then we have to design new actuator types that maybe use different materials that may be larger that may not be as efficient in space. So that's important. And then the actuators themselves are important because if for some reason we can't buy them, then we don't get to make robots. So it's foundational. There are some foundational technologies like this all backed by material science, essentially breakthroughs. There's batteries of course. There's actuators. The raw parts, the die-cast parts, the machine parts are less critical. We think we can get those, but I think everyone, not just in this country, but around the world is starting to think about supply chain because you have these disruptions, whether it's COVID or war and you see how quickly things change. Okay, stupid question. Why magnets? Why is that a part of the supply chain? Why do we need magnets?…
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