“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.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Caitlin Kalinowski
Opinion
Kalinowski: OpenAI lacked proper governance around its Department of Defense deal
“And I feel that what happened with the decision-making, the speed of the decision-making, the governance, and the lack of defined guardrails around the announcement of the Department of War deal is not how I thought it should have been done.”
Caitlin KalinowskiMay 17, 2026▶ 1:16:16Why the next AI boom is physical AI | Caitlin Kalinowski (ex-OpenAI, Meta, Apple)
PredictionNot checkable as stated
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.”
Caitlin KalinowskiMay 17, 2026▶ 12:20Why the next AI boom is physical AI | Caitlin Kalinowski (ex-OpenAI, Meta, Apple)
Opinion
Kalinowski: Current humanoid robots are advanced prototypes unready for safe deployment
“So in my world, in my worldview, the humanoid robots are still prototypes. And they're advanced prototypes. What we need to do is show that this works at all, which is kind of where we're at right now. Once we have working prototypes, then usually, at least in…”
Caitlin KalinowskiMay 17, 2026▶ 15:09Why the next AI boom is physical AI | Caitlin Kalinowski (ex-OpenAI, Meta, Apple)
PredictionOpen · 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 KalinowskiMay 17, 2026▶ 47:16Why the next AI boom is physical AI | Caitlin Kalinowski (ex-OpenAI, Meta, Apple)
Insight
Kalinowski: Hardware CAD automation requires AI world models to understand physics
“These LLMs and even video models, they don't know how to do that. They don't have the ability to understand friction or weight or contact pressure friction, surface texture. Like they're just not able to do these things. And this is the core of what we need. A…”
Caitlin KalinowskiMay 17, 2026▶ 59:05Why the next AI boom is physical AI | Caitlin Kalinowski (ex-OpenAI, Meta, Apple)
PredictionNot checkable as stated
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…”
Caitlin KalinowskiMay 17, 2026▶ 1:02:43Why the next AI boom is physical AI | Caitlin Kalinowski (ex-OpenAI, Meta, Apple)
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