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Caitlin Kalinowski: belief

17 May 2026 Lenny's Podcast Why we’re at the beginning of the AI hardware boom | Caitlin Kalinowski (ex–OpenAI, Meta, Apple)

“Absolutely. And one really great idea I think would be to have an AI system that can go on prem, so be inside of a data center that the company owns and then train it with their data.”

— Caitlin Kalinowski

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Everything needed to verify it.

Speaker
Caitlin Kalinowski
Attribution
Verified speaker
Claim type
belief
Recorded
17 May 2026
Publisher
Lenny's Podcast

Transcript context

…It's really interesting, this idea of what data AI models need to train on. I've been hearing that labs are buying code like GitHub repos pre 2021 because that's before AI has impacted the code because there's less and less of human-written code. And these are data labeling companies like Mercor and Surge and Handshake and things like that. It feels like this is a big opportunity that might emerge as them selling data, creating these CAD files. Absolutely. And one really great idea I think would be to have an AI system that can go on prem, so be inside of a data center that the company owns and then train it with their data. That, I think, could work eventually in the future, but you need a lot of this CAD data. So you're going to need a base model that has a lot of CAD data. We'll have to figure out how to do that. That's going to be very interesting. And then, we're going to have to figure out how to put it safely inside essentially the walls of companies and have them then train it on their own data. I don't know if that's going to be the equivalent of an MCP layer or what that's going to be, but this seems doable in the long term. I want to ask you a question that my sister suggested. She's actually been a longtime VR person. She was at Oculus. She joined with the acquisition. She helped create a lot of content within VR. She's just been in the VR world for a long time, and now, she's working on other things. She wanted me to ask you, what does it take to create a robot that feels human and that humans feel connected to?…

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