Why we’re at the beginning of the AI hardware boom | Caitlin Kalinowski (ex–OpenAI, Meta, Apple)

0:00There's a dawning realization, especially in the lab, the acceleration is going so vertical that what you can do behind a keyboard with AI is going to saturate.

0:08When that happens, the next frontier is the physical world.

0:11Robotics, manufacturing, industrialization.

0:15Living in the future and designing it.

0:16There's probably more change in war than there is in consumer electronics in the next two years.

0:22We need to invest a lot more in drones than in aircraft carriers.

0:25Just imagine 100,000 drones coming out of China just at us.

0:29I do feel that we need to reindustrialize the country significantly to be safe in a military sense.

0:34I would really like to reteach ourselves how to make things at scale, how to be more independent.

0:40People that are your allies now may not be in the future.

0:42You worked with some of the most legendary successful builders.

0:45Steve Jobs, Mark Zuckerberg, Sam Altman.

0:48Sam is really good at saying, why not more?

0:52Why not 100x or 10,000x?

0:55You're thinking too small.

0:56For Steve, the bar he held for the company, for technical talent and for excellence, was not wavering.