So there's a hierarchy of components. Often in consumer electronics, we start with silicon and the display, which are the longest lead time things usually in my world. In robots, actuators are pretty tricky to get, even just for prototyping. Sometimes it takes a month or two to buy an actuator. Lenny Rachitsky: This is why Elon famously just starts building it all himself. Caitlin Kalinowski: Well, when you look at what he did with Tesla and verticalizing his supply chain, and famously, actually, Starlink is an even better example of this where I believe it's effectively like or and silicon chips in, product out. That's a pretty incredible factory I've heard. I'd love to see it someday. But this is where verticalization comes into play because if you have verticalized and you have a lot of the components in-house or you're building a lot of things in-house, you can actually adapt to supply chain shocks better and then famously he did. When the silicon itself was difficult to find, he was able to redesign his PCB in record time and adapt to buying new silicon. And that would be much more catastrophic for a company that had a more classic supply chain.
Caitlin Kalinowski: Well, when you look at what he did with Tesla and verticalizing his supply chain, and famously, actually, Starlink is an even better example of this where I believe it's effectively like or and silicon chips in, product out.