Evidence receipt / belief
Published · transcript-backedCaitlin 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 that is this old way of thinking, and these are important components of the military, but it's an old way of thinking of, "Hey, we have this and we have this and we have this and our planes come off here.”
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
…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. Well, and Palmer Luckey is a friend of mine and we don't agree on everything, but I do think that we agree on some important aspects of how we need to respond here. I think he's right to say that we need to invest a lot more in drones than in aircraft carriers. I think that is this old way of thinking, and these are important components of the military, but it's an old way of thinking of, "Hey, we have this and we have this and we have this and our planes come off here. " It's like, no, AI is changing everything and military technology is changing incredibly fast. And the place to look at that is Ukraine where drones are being changed and updated every day rapidly with 3D printing. And this is, I think, the future of where war is headed, unfortunately. And I view this as a very different era that we're entering into with very different ... This isn't new to anybody, but you're looking at what it costs for them to send out a missile and what it costs for us to stop it. And this is just you have to do the math every time. And right now we're losing on the math, which is fine for a certain amount of time, but the longer it goes, the less fine it is. Are you optimistic that we'll figure this out?…
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