hardware redesign

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

Everything said about hardware redesign, oldest first

May 17, 2026
Insight
Kalinowski: Losing silicon or RAM forces catastrophic hardware redesigns
“If your silicon goes out, if you can't buy your silicon, you can't buy your chip. Now you have to redesign your board and you have to find something else that might work. This is a catastrophic redesign. If you can't get the RAM you wanted in the form factor y…”
Caitlin Kalinowski May 17, 2026 ▶ 51:10 Why the next AI boom is physical AI | Caitlin Kalinowski (ex-OpenAI, Meta, Apple)
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