I think it's a complete dead zone. It's a small niche between CPUS and ASIC and companies like Google, Tesla, Amazon have reached the scale where they can hop s

I think it's a complete dead zone. It's a small niche between CPUS and ASIC and companies like Google, Tesla, Amazon have reached the scale where they can hop straight to ASIC for any real volume. Their economics are different - they're thinking about total cost of ownership which sucks for high static power FPGAs. The only hope is some powerful low-barrier to entry programming model, but that's a long-shot. Sure, there'll be some revenue from prototypes, from standards settling, but really it's not a sustained volume, it's cyclical.