While I agree that most custom silicon is a bit silly (and the costs dramatically underestimated), it's worth noting that most of the serious companies in the A

While I agree that most custom silicon is a bit silly (and the costs dramatically underestimated), it's worth noting that most of the serious companies in the AV space have some some amount of custom silicon for ML either in the works or already in production. Waymo is using TPUs for example and Cruise has its own chips as well. It's the cool thing to do in SV lately. Doesn't help that Nvidia is such a toxic partner that the prospect of not working with them makes custom silicon seem almost reasonable.