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Lenny's Podcast
Weekly Podcast Recap

This Week in Lenny's Podcast (May 11 - May 17, 2026)

May 11May 17, 20261 episode1h 39m of content

This week, Lenny's Podcast examined the infrastructure race fueling AI's next phase of development. Caitlin Kalinowski, who has worked on hardware initiatives at OpenAI, Meta, and Apple, breaks down why specialized chips and custom silicon are becoming as critical as the algorithms themselves—a shift that could reshape which companies lead in AI.

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