supply chain shock

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 17, 2026 by Caitlin Kalinowski · across every show →

Everything said about supply chain shock, oldest first

May 17, 2026 bearish
Prediction Open · timeframe May 2027
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…”
Caitlin Kalinowski May 17, 2026 ▶ 47:16 Why the next AI boom is physical AI | Caitlin Kalinowski (ex-OpenAI, Meta, Apple)
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