Smaller transistors are able to operate at lower voltages which is typically why the TDP in watts have been dropping or remaining the same with more compute. I

Smaller transistors are able to operate at lower voltages which is typically why the TDP in watts have been dropping or remaining the same with more compute. I think manufacturing is the big question mark. One is good as a proof of concept, but if you can't cram billions on a die then they can't compete. Hopefully they can work out manufacturing.