CAD
2 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 CAD, oldest first
May 17, 2026 negative
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…”
May 17, 2026 neutral
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…”