The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
shows 
every show 44 of 44
Kalinowski: Digital AI will saturate and shift the frontier to hardware robotics
“What you can do behind a keyboard with AI is going to saturate. Now, I don't know when it's going to saturate. Nobody else knows either. But when that happens, the next frontier is the physical world.”
Kalinowski: Hardware memory prices will likely double due to supply shocks
“I think prices are gonna double, probably. I don't know on what timeline. If I knew what timeline the prices were gonna double on, I'd be trading, which I'm not very good at. Like, I'd really be, I'd do, be doing a different job if I could predict these things…”
Kalinowski: Humanoids will only handle long-tail tasks while specialized robots dominate
“My suspicion is we'll have humanoids for some long tail things that we need to do that humans are currently doing. That will be important, but we'll also have robots that are for construction, robots that are for electrical work, robots that are for Very low v…”
Kalinowski: World will not have 20 million robots within five years
“I'm not somebody who thinks that in five years, you're gonna have a you know, twenty million robots. I don't think that it's gonna be that fast. I think we have a lot of really deep work on supply chain.”
Kalinowski: Warfare will outpace consumer electronics innovation over the next two years
“I think there's probably more change in war than there is in consumer electronics in the next two years, for example.”
Kalinowski: Meta Orion’s waveguides and microLEDs are unready for mass production
“Orion, the air glasses we worked on, I worked on most recently are a bit ahead of their time because they're using waveguides and micro LEDs that are not quite ready for mass production. The yields just aren't there. The cost is still high.”
Kalinowski: Redesigning Quest 2 for cost created the best-selling VR headset
“And so what it required is a redesign Of the entire product essentially for cost, which then I think led to the highest selling VR headset of all time.”
Kalinowski: Top Chinese assembly lines have dropped from 200 to 10 workers
“When you really go and look at a modern manufacturing facility like in China, at the top tier of tier one suppliers, there's not very many people on the line anyway. The entire printed circuit board line is essentially got no people on it anymore. The raw boar…”
Kalinowski: Hardware giants will refuse to train AI on proprietary CAD data
“This CAD data is some of the most valuable IP that anybody has. And Samsung or Matic to pick on Matic, they're not gonna wanna give their three D CAD to a model vendor to model maker. Somebody make an AI model to teach it how to make great CAD. This is proprie…”
Kalinowski: Physical AI and Robotics Will Rely on AR/VR Hardware Foundations
“The other part is there's this lineage of technology going through VR and then AR and now in, I'm using the term robotics, physical AI, but you really have to step back and look at autonomous vehicles, drones, obviously robots autonomy period, manufacturing, l…”
Kalinowski: US lacks great actuator companies to support domestic robotics manufacturing
“A lot of people are trying to move production here to the United States, which is very challenging because we don't have great actuator companies here yet, for example.”
Kalinowski: Drones and robot arms share the same base technology and supply chain
“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.”
Kalinowski: Mass-produced VR headsets are nowhere near retina display resolution
“So VR is not there yet. Not, not even close. So not in mass produced VR. We don't have retina displays yet.”
Kalinowski: Current AI models cannot generate true parametric solid CAD models
“Claude can do what is essentially surfaces or point clouds. This is not real CAD. Real CAD is in my world is dense. Like it has shape. It has nerves. Like you have an equation for how, how the surfaces work. And it's an entity that's designed in CAD. It's a so…”
Kalinowski: AI Will Handle Basic PCB Component Selection and Trace Routing
“It's increasingly looking like AI can route inside of these boards pretty well, and it's looking like AI is going to be able to do some basic component selection and layout on these boards.”
Kalinowski: Meta's Orion AR glasses have a 70-degree binocular field
“The great thing about Orion is you got a 70 degree field of view, binocular.”
Kalinowski: Original MacBook Air proved computers could be CNC machined
“The very, very, very first MacBook Air was a pretty low volume device that was machined, but kind of had a proof, more of a proof of what could be done, and that was the Manila envelope one, I think, where the side door opened out to give you the port, and it …”